Wedgewood Investors’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
$4.62M Buy
12,473
+1
+0% +$418 5.29% 1
2025
Q4
$6.03M Sell
12,472
-15
-0.1% -$7.52K 6.87% 1
2025
Q3
$6.47M Sell
12,487
-24
-0.2% -$12.2K 7.09% 2
2025
Q2
$6.22M Sell
12,511
-99
-0.8% -$43K 7.17% 2
2025
Q1
$4.73M Sell
12,610
-43
-0.3% -$17.5K 5.62% 2
2024
Q4
$5.33M Sell
12,653
-366
-3% -$156K 6.28% 2
2024
Q3
$5.6M Buy
13,019
+6
+0% +$2.56K 6.12% 2
2024
Q2
$5.82M Buy
+13,013
New +$5.5M 6.91% 2
2023
Q4
$4.92M Sell
13,093
-50
-0.4% -$17.8K 6.13% 2
2023
Q3
$4.15M Sell
13,143
-1,133
-8% -$374K 5.62% 2
2023
Q2
$4.86M Sell
14,276
-415
-3% -$130K 6.23% 2
2023
Q1
$4.24M Sell
14,691
-39
-0.3% -$9.95K 5.55% 2
2022
Q4
$3.53M Sell
14,730
-1,075
-7% -$258K 4.66% 2
2022
Q3
$3.68M Hold
15,805
5.66% 2
2022
Q2
$4.06M Sell
15,805
-30
-0.2% -$8.14K 5.74% 2
2022
Q1
$4.88M Hold
15,835
5.9% 2
2021
Q4
$5.33M Sell
15,835
-55
-0.3% -$17.8K 6.28% 2
2021
Q3
$4.48M Sell
15,890
-343
-2% -$99.8K 5.82% 2
2021
Q2
$4.4M Sell
16,233
-300
-2% -$76.3K 5.54% 2
2021
Q1
$3.9M Sell
16,533
-1,125
-6% -$261K 4.87% 2
2020
Q4
$3.93M Hold
17,658
5.12% 2
2020
Q3
$3.71M Sell
17,658
-824
-4% -$173K 5.55% 2
2020
Q2
$3.76M Sell
18,482
-20
-0.1% -$3.63K 6.06% 2
2020
Q1
$2.92M Sell
18,502
-1,080
-6% -$178K 5.62% 2
2019
Q4
$3.09M Buy
19,582
+75
+0.4% +$11K 4.41% 2
2019
Q3
$2.71M Sell
19,507
-25
-0.1% -$3.44K 4.05% 2
2019
Q2
$2.62M Buy
19,532
+44
+0.2% +$5.59K 3.75% 2
2019
Q1
$2.3M Buy
19,488
+355
+2% +$38.7K 3.56% 3
2018
Q4
$1.94M Sell
19,133
-200
-1% -$21.4K 3.54% 3
2018
Q3
$2.21M Hold
19,333
3.5% 3
2018
Q2
$1.91M Hold
19,333
3.26% 3
2018
Q1
$1.76M Sell
19,333
-12
-0.1% -$1.1K 1.51% 19
2017
Q4
$1.66M Sell
19,345
-150
-0.8% -$12.3K 1.35% 22
2017
Q3
$1.45M Hold
19,495
1.22% 22
2017
Q2
$1.34M Sell
19,495
-265
-1% -$18.2K 1.16% 23
2017
Q1
$1.3M Buy
19,760
+100
+0.5% +$6.41K 1.14% 25
2016
Q4
$1.22M Sell
19,660
-100
-0.5% -$6.01K 1.12% 26
2016
Q3
$1.14M Hold
19,760
1.06% 27
2016
Q2
$1.01M Hold
19,760
0.96% 29
2016
Q1
$1.09M Sell
19,760
-1,315
-6% -$68.9K 1.1% 26
2015
Q4
$1.17M Sell
21,075
-500
-2% -$26.3K 1.18% 24
2015
Q3
$955K Hold
21,575
0.98% 27
2015
Q2
$953K Sell
21,575
-200
-0.9% -$9.13K 0.91% 31
2015
Q1
$885K Buy
21,775
+60
+0.3% +$2.61K 0.86% 32
2014
Q4
$1.01M Buy
21,715
+504
+2% +$23.7K 1% 28
2014
Q3
$983K Hold
21,211
1.02% 27
2014
Q2
$884K Sell
21,211
-200
-0.9% -$8.09K 0.91% 31
2014
Q1
$878K Sell
21,411
-250
-1% -$9.38K 0.95% 28
2013
Q4
$810K Hold
21,661
0.91% 28
2013
Q3
$721K Hold
21,661
0.86% 29
2013
Q2
$748K Buy
+21,661
New +$710K 0.96% 25

Other funds holding MSFT

Wedgewood Investors's MSFT Position: Q1 2026 in Review

Wedgewood Investors increased its Microsoft (MSFT) stake by 0.01% in Q1 2026, buying an estimated $418 and bringing the position to 12,473 shares worth $4.62M. The position accounts for 5.29% of the portfolio, ranked #1.

Wedgewood Investors first reported a position in MSFT in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.47M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Wedgewood Investors held 12,473 shares of Microsoft worth $4.62M as of Q1 2026.
  • Wedgewood Investors bought 1 Microsoft share in Q1 2026, an estimated $418.
  • Microsoft made up 5.29% of Wedgewood Investors's portfolio in Q1 2026, its #1 holding.
  • Wedgewood Investors first reported a position in Microsoft in Q2 2013 and has held it in 51 quarters since.
  • Wedgewood Investors's Microsoft position peaked at $6.47M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.