WBH Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15M | Sell |
40,632
-227
| -0.6% | -$95K | 1.12% | 26 |
|
|
2025
Q4 | $19.8M | Sell |
40,859
-534
| -1% | -$268K | 1.46% | 17 |
|
|
2025
Q3 | $21.4M | Sell |
41,393
-823
| -2% | -$420K | 1.64% | 14 |
|
|
2025
Q2 | $21M | Sell |
42,216
-17,048
| -29% | -$7.4M | 1.79% | 12 |
|
|
2025
Q1 | $22.2M | Sell |
59,264
-5,909
| -9% | -$2.41M | 2.08% | 8 |
|
|
2024
Q4 | $27.5M | Buy |
65,173
+28,134
| +76% | +$12M | 2.55% | 6 |
|
|
2024
Q3 | $15.9M | Sell |
37,039
-401
| -1% | -$171K | 1.51% | 17 |
|
|
2024
Q2 | $16.7M | Sell |
37,440
-72
| -0.2% | -$30.4K | 1.69% | 14 |
|
|
2024
Q1 | $15.8M | Sell |
37,512
-591
| -2% | -$239K | 1.62% | 15 |
|
|
2023
Q4 | $14.3M | Sell |
38,103
-764
| -2% | -$272K | 1.59% | 15 |
|
|
2023
Q3 | $12.3M | Sell |
38,867
-5
| -0% | -$1.65K | 1.51% | 17 |
|
|
2023
Q2 | $13.2M | Sell |
38,872
-939
| -2% | -$294K | 1.57% | 15 |
|
|
2023
Q1 | $11.5M | Buy |
+39,811
| New | +$10.2M | 1.43% | 16 |
|
|
2022
Q3 | $9.49M | Sell |
40,770
-699
| -2% | -$185K | 1.37% | 21 |
|
|
2022
Q2 | $11M | Sell |
41,469
-1,001
| -2% | -$272K | 1.46% | 15 |
|
|
2022
Q1 | $12.3M | Sell |
42,470
-2,771
| -6% | -$834K | 1.51% | 12 |
|
|
2021
Q4 | $15.2M | Sell |
45,241
-1,331
| -3% | -$432K | 1.74% | 10 |
|
|
2021
Q3 | $13.1M | Sell |
46,572
-476
| -1% | -$138K | 1.77% | 11 |
|
|
2021
Q2 | $13.6M | Sell |
47,048
-13
| -0% | -$3.3K | 1.99% | 7 |
|
|
2021
Q1 | $11.1M | Buy |
47,061
+4,359
| +10% | +$1.01M | 1.8% | 9 |
|
|
2020
Q4 | $9.58M | Sell |
42,702
-1,643
| -4% | -$353K | 1.65% | 14 |
|
|
2020
Q3 | $9.33M | Sell |
44,345
-636
| -1% | -$134K | 1.88% | 9 |
|
|
2020
Q2 | $9.15M | Buy |
44,981
+1,251
| +3% | +$227K | 2.22% | 7 |
|
|
2020
Q1 | $6.9K | Sell |
43,730
-1,035
| -2% | -$170K | 1.62% | 10 |
|
|
2019
Q4 | $7.06M | Sell |
44,765
-445
| -1% | -$65.4K | 1.44% | 13 |
|
|
2019
Q3 | $6.29M | Buy |
45,210
+375
| +0.8% | +$51.6K | 1.41% | 13 |
|
|
2019
Q2 | $6.01M | Sell |
44,835
-183
| -0.4% | -$23.2K | 1.39% | 13 |
|
|
2019
Q1 | $5.31M | Sell |
45,018
-28
| -0.1% | -$3.06K | 1.26% | 16 |
|
|
2018
Q4 | $4.58K | Sell |
45,046
-896
| -2% | -$96K | 1.11% | 18 |
|
|
2018
Q3 | $5.25M | Sell |
45,942
-874
| -2% | -$94.7K | 1.27% | 16 |
|
|
2018
Q2 | $4.62M | Buy |
46,816
+515
| +1% | +$49.9K | 1.2% | 16 |
|
|
2018
Q1 | $4.22M | Buy |
46,301
+1,270
| +3% | +$116K | 1.15% | 17 |
|
|
2017
Q4 | $3.85M | Sell |
45,031
-1,973
| -4% | -$162K | 1.03% | 21 |
|
|
2017
Q3 | $3.5M | Buy |
47,004
+1,672
| +4% | +$122K | 0.98% | 21 |
|
|
2017
Q2 | $3.12M | Sell |
45,332
-1,612
| -3% | -$111K | 0.88% | 25 |
|
|
2017
Q1 | $3.09M | Buy |
46,944
+76
| +0.2% | +$4.87K | 0.93% | 25 |
|
|
2016
Q4 | $2.91M | Buy |
46,868
+971
| +2% | +$58.4K | 0.97% | 22 |
|
|
2016
Q3 | $2.64M | Buy |
45,897
+11,617
| +34% | +$656K | 0.9% | 23 |
|
|
2016
Q2 | $1.75M | Sell |
34,280
-1,236
| -3% | -$64.2K | 0.68% | 36 |
|
|
2016
Q1 | $1.96M | Sell |
35,516
-608
| -2% | -$31.9K | 0.66% | 31 |
|
|
2015
Q4 | $2K | Sell |
36,124
-777
| -2% | -$40.9K | 0.7% | 31 |
|
|
2015
Q3 | $1.63M | Sell |
36,901
-678
| -2% | -$30.4K | 0.68% | 41 |
|
|
2015
Q2 | $1.66M | Sell |
37,579
-166
| -0.4% | -$7.57K | 0.65% | 41 |
|
|
2015
Q1 | $1.53K | Buy |
37,745
+548
| +1% | +$23.9K | 0.43% | 47 |
|
|
2014
Q4 | $1.73M | Sell |
37,197
-438
| -1% | -$20.6K | 0.65% | 36 |
|
|
2014
Q3 | $1.74M | Sell |
37,635
-261
| -0.7% | -$11.6K | 0.61% | 35 |
|
|
2014
Q2 | $1.58M | Sell |
37,896
-144
| -0.4% | -$5.83K | 0.6% | 37 |
|
|
2014
Q1 | $1.56M | Buy |
38,040
+1,088
| +3% | +$40.8K | 0.62% | 37 |
|
|
2013
Q4 | $1.38M | Sell |
36,952
-1,216
| -3% | -$44.2K | 0.56% | 46 |
|
|
2013
Q3 | $1.27M | Sell |
38,168
-18,513
| -33% | -$609K | 0.57% | 44 |
|
|
2013
Q2 | $1.96M | Buy |
+56,681
| New | +$1.86M | 0.91% | 23 |
|
Other funds holding MSFT
VCM
VPM
WBH Advisory's MSFT Position: Q1 2026 in Review
WBH Advisory reduced its Microsoft (MSFT) stake by 0.56% in Q1 2026, selling an estimated $95K and leaving 40,632 shares worth $15M. The position accounts for 1.12% of the portfolio, ranked #26.
WBH Advisory first reported a position in MSFT in Q2 2013 and has held it in 51 quarters since. The position peaked at $27.5M in Q4 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- WBH Advisory held 40,632 shares of Microsoft worth $15M as of Q1 2026.
- WBH Advisory sold 227 Microsoft shares in Q1 2026, an estimated $95K.
- Microsoft made up 1.12% of WBH Advisory's portfolio in Q1 2026, its #26 holding.
- WBH Advisory first reported a position in Microsoft in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Microsoft position peaked at $27.5M in Q4 2024.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.