Weik Capital Management’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
$17.6M Sell
47,473
-588
-1% -$246K 6.99% 3
2025
Q4
$23.2M Sell
48,061
-202
-0.4% -$101K 8.71% 1
2025
Q3
$25M Sell
48,263
-496
-1% -$253K 9.33% 1
2025
Q2
$24.3M Sell
48,759
-1,028
-2% -$446K 9.6% 1
2025
Q1
$18.7M Sell
49,787
-1,802
-3% -$735K 7.61% 3
2024
Q4
$21.7M Sell
51,589
-275
-0.5% -$117K 8.85% 1
2024
Q3
$22.3M Sell
51,864
-1,845
-3% -$789K 9.01% 2
2024
Q2
$24M Sell
53,709
-1,275
-2% -$538K 10.27% 1
2024
Q1
$23.1M Sell
54,984
-625
-1% -$253K 9.83% 1
2023
Q4
$20.9M Sell
55,609
-1,180
-2% -$420K 9.67% 1
2023
Q3
$17.9M Sell
56,789
-1,450
-2% -$479K 8.82% 1
2023
Q2
$19.8M Sell
58,239
-10,495
-15% -$3.29M 9.37% 1
2023
Q1
$19.8M Sell
68,734
-2,061
-3% -$526K 9.07% 1
2022
Q4
$17M Sell
70,795
-301
-0.4% -$72.2K 7.93% 1
2022
Q3
$16.6M Sell
71,096
-927
-1% -$245K 8.26% 1
2022
Q2
$18.5M Buy
72,023
+151
+0.2% +$41K 8.43% 1
2022
Q1
$22.2M Sell
71,872
-67
-0.1% -$20.2K 8.74% 1
2021
Q4
$24.2M Sell
71,939
-1,680
-2% -$545K 9.17% 1
2021
Q3
$20.8M Sell
73,619
-4,700
-6% -$1.37M 8.57% 1
2021
Q2
$21.2M Sell
78,319
-59
-0.1% -$15K 8.26% 1
2021
Q1
$18.5M Sell
78,378
-768
-1% -$178K 7.83% 1
2020
Q4
$17.6M Sell
79,146
-467
-0.6% -$100K 7.89% 1
2020
Q3
$16.7M Sell
79,613
-378
-0.5% -$79.4K 8.18% 1
2020
Q2
$16.3M Sell
79,991
-3,342
-4% -$607K 8.79% 1
2020
Q1
$13.1M Sell
83,333
-2,877
-3% -$473K 7.49% 1
2019
Q4
$13.6M Sell
86,210
-884
-1% -$130K 6.14% 1
2019
Q3
$12.1M Sell
87,094
-1,325
-1% -$182K 5.81% 2
2019
Q2
$11.8M Sell
88,419
-9,375
-10% -$1.19M 5.68% 2
2019
Q1
$11.5M Buy
97,794
+382
+0.4% +$41.7K 5.63% 2
2018
Q4
$9.89M Sell
97,412
-1,253
-1% -$134K 5.39% 2
2018
Q3
$11.3M Sell
98,665
-4,190
-4% -$454K 5.41% 2
2018
Q2
$10.1M Sell
102,855
-4,139
-4% -$401K 4.99% 2
2018
Q1
$9.77M Sell
106,994
-1,231
-1% -$113K 4.7% 2
2017
Q4
$9.26M Sell
108,225
-360
-0.3% -$29.5K 4.32% 3
2017
Q3
$8.09M Buy
108,585
+4,022
+4% +$294K 3.85% 5
2017
Q2
$7.21M Sell
104,563
-1,597
-2% -$110K 3.8% 5
2017
Q1
$6.99M Sell
106,160
-570
-0.5% -$36.5K 3.72% 5
2016
Q4
$6.63M Sell
106,730
-2,565
-2% -$154K 3.71% 5
2016
Q3
$6.29M Sell
109,295
-1,090
-1% -$61.5K 3.62% 5
2016
Q2
$5.65M Sell
110,385
-825
-0.7% -$42.9K 3.38% 5
2016
Q1
$6.14M Sell
111,210
-2,500
-2% -$131K 3.7% 5
2015
Q4
$6.31M Sell
113,710
-2,850
-2% -$150K 3.8% 5
2015
Q3
$5.16M Sell
116,560
-2,200
-2% -$98.8K 3.15% 6
2015
Q2
$5.24M Sell
118,760
-150
-0.1% -$6.84K 3.03% 6
2015
Q1
$4.83M Sell
118,910
-400
-0.3% -$17.4K 2.8% 7
2014
Q4
$5.54M Sell
119,310
-550
-0.5% -$25.8K 3.22% 6
2014
Q3
$5.56M Sell
119,860
-3,375
-3% -$151K 3.42% 5
2014
Q2
$5.14M Sell
123,235
-925
-0.7% -$37.4K 3.15% 6
2014
Q1
$5.09M Sell
124,160
-2,996
-2% -$112K 3.21% 6
2013
Q4
$4.76M Sell
127,156
-300
-0.2% -$10.9K 2.93% 7
2013
Q3
$4.24M Sell
127,456
-1,250
-1% -$41.1K 2.85% 8
2013
Q2
$4.45M Buy
+128,706
New +$4.22M 3.12% 5

Other funds holding MSFT

Weik Capital Management's MSFT Position: Q1 2026 in Review

Weik Capital Management reduced its Microsoft (MSFT) stake by 1.2% in Q1 2026, selling an estimated $246K and leaving 47,473 shares worth $17.6M. The position accounts for 6.99% of the portfolio, ranked #3.

Weik Capital Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $25M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Weik Capital Management held 47,473 shares of Microsoft worth $17.6M as of Q1 2026.
  • Weik Capital Management sold 588 Microsoft shares in Q1 2026, an estimated $246K.
  • Microsoft made up 6.99% of Weik Capital Management's portfolio in Q1 2026, its #3 holding.
  • Weik Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Weik Capital Management's Microsoft position peaked at $25M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Weik Capital Management's 13F filing for Q1 2026, filed 12 May 2026.