Welch & Forbes’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 | $326M | Sell |
881,583
-5,877
| -0.7% | -$2.46M | 4.22% | 4 |
|
|
2025
Q4 | $429M | Sell |
887,460
-7,328
| -0.8% | -$3.67M | 5.2% | 3 |
|
|
2025
Q3 | $463M | Sell |
894,788
-3,228
| -0.4% | -$1.65M | 5.58% | 2 |
|
|
2025
Q2 | $447M | Sell |
898,016
-6,370
| -0.7% | -$2.77M | 5.58% | 2 |
|
|
2025
Q1 | $339M | Sell |
904,386
-1,256
| -0.1% | -$512K | 4.44% | 3 |
|
|
2024
Q4 | $382M | Sell |
905,642
-3,889
| -0.4% | -$1.66M | 4.91% | 3 |
|
|
2024
Q3 | $391M | Sell |
909,531
-1,581
| -0.2% | -$676K | 4.98% | 3 |
|
|
2024
Q2 | $416M | Buy |
911,112
+1,467
| +0.2% | +$620K | 5.56% | 2 |
|
|
2024
Q1 | $383M | Buy |
909,645
+4,847
| +0.5% | +$1.96M | 5.25% | 2 |
|
|
2023
Q4 | $340M | Sell |
904,798
-394
| -0% | -$140K | 5.14% | 2 |
|
|
2023
Q3 | $286M | Sell |
905,192
-9,257
| -1% | -$3.06M | 4.73% | 2 |
|
|
2023
Q2 | $311M | Sell |
914,449
-3,151
| -0.3% | -$988K | 4.91% | 2 |
|
|
2023
Q1 | $265M | Sell |
917,600
-932
| -0.1% | -$238K | 4.48% | 2 |
|
|
2022
Q4 | $220M | Sell |
918,532
-3,061
| -0.3% | -$735K | 3.95% | 2 |
|
|
2022
Q3 | $215M | Buy |
921,593
+2,689
| +0.3% | +$710K | 4.19% | 2 |
|
|
2022
Q2 | $236M | Buy |
918,904
+6,347
| +0.7% | +$1.72M | 4.32% | 2 |
|
|
2022
Q1 | $281M | Buy |
912,557
+11,700
| +1% | +$3.52M | 4.43% | 2 |
|
|
2021
Q4 | $303M | Sell |
900,857
-6,636
| -0.7% | -$2.15M | 4.54% | 2 |
|
|
2021
Q3 | $256M | Sell |
907,493
-1,680
| -0.2% | -$489K | 4.25% | 2 |
|
|
2021
Q2 | $246M | Buy |
909,173
+2,780
| +0.3% | +$707K | 4.16% | 2 |
|
|
2021
Q1 | $214M | Sell |
906,393
-8,575
| -0.9% | -$1.99M | 3.95% | 2 |
|
|
2020
Q4 | $204M | Sell |
914,968
-6,401
| -0.7% | -$1.38M | 3.98% | 2 |
|
|
2020
Q3 | $194M | Sell |
921,369
-16,101
| -2% | -$3.38M | 4.18% | 2 |
|
|
2020
Q2 | $191M | Buy |
937,470
+5,061
| +0.5% | +$919K | 4.47% | 1 |
|
|
2020
Q1 | $147M | Sell |
932,409
-10,504
| -1% | -$1.73M | 4.11% | 1 |
|
|
2019
Q4 | $149M | Buy |
942,913
+8,452
| +0.9% | +$1.24M | 3.31% | 2 |
|
|
2019
Q3 | $130M | Buy |
934,461
+39,988
| +4% | +$5.5M | 3.1% | 2 |
|
|
2019
Q2 | $120M | Sell |
894,473
-20,490
| -2% | -$2.6M | 2.92% | 2 |
|
|
2019
Q1 | $108M | Sell |
914,963
-8,972
| -1% | -$979K | 2.71% | 2 |
|
|
2018
Q4 | $93.8M | Buy |
923,935
+46,398
| +5% | +$4.97M | 2.65% | 3 |
|
|
2018
Q3 | $100M | Sell |
877,537
-16,390
| -2% | -$1.78M | 2.39% | 5 |
|
|
2018
Q2 | $88.2M | Sell |
893,927
-24,293
| -3% | -$2.35M | 2.28% | 7 |
|
|
2018
Q1 | $83.8M | Sell |
918,220
-10,354
| -1% | -$947K | 2.16% | 6 |
|
|
2017
Q4 | $79.4M | Sell |
928,574
-14,548
| -2% | -$1.19M | 2.12% | 8 |
|
|
2017
Q3 | $70.3M | Sell |
943,122
-5,609
| -0.6% | -$410K | 1.85% | 10 |
|
|
2017
Q2 | $65.4M | Buy |
948,731
+4,102
| +0.4% | +$282K | 1.83% | 11 |
|
|
2017
Q1 | $62.2M | Sell |
944,629
-3,800
| -0.4% | -$244K | 1.78% | 13 |
|
|
2016
Q4 | $58.9M | Sell |
948,429
-7,287
| -0.8% | -$438K | 1.76% | 13 |
|
|
2016
Q3 | $55M | Sell |
955,716
-10,487
| -1% | -$592K | 1.9% | 13 |
|
|
2016
Q2 | $49.4M | Buy |
966,203
+5,297
| +0.6% | +$275K | 1.51% | 16 |
|
|
2016
Q1 | $53.1M | Sell |
960,906
-11,961
| -1% | -$627K | 1.65% | 16 |
|
|
2015
Q4 | $54M | Buy |
972,867
+201
| +0% | +$10.6K | 1.73% | 14 |
|
|
2015
Q3 | $43.1M | Buy |
972,666
+743
| +0.1% | +$33.4K | 1.44% | 19 |
|
|
2015
Q2 | $42.9M | Sell |
971,923
-17,800
| -2% | -$812K | 1.34% | 20 |
|
|
2015
Q1 | $40.2M | Sell |
989,723
-27,873
| -3% | -$1.21M | 1.21% | 24 |
|
|
2014
Q4 | $47.3M | Sell |
1,017,596
-8,824
| -0.9% | -$414K | 1.39% | 19 |
|
|
2014
Q3 | $47.6M | Buy |
1,026,420
+6,399
| +0.6% | +$285K | 1.45% | 15 |
|
|
2014
Q2 | $42.5M | Buy |
1,020,021
+15,219
| +2% | +$616K | 1.34% | 20 |
|
|
2014
Q1 | $41.2M | Sell |
1,004,802
-4,718
| -0.5% | -$177K | 1.3% | 22 |
|
|
2013
Q4 | $37.8M | Buy |
1,009,520
+2,325
| +0.2% | +$84.4K | 1.2% | 29 |
|
|
2013
Q3 | $33.5M | Buy |
1,007,195
+3,081
| +0.3% | +$101K | 1.13% | 31 |
|
|
2013
Q2 | $34.7M | Buy |
+1,004,114
| New | +$32.9M | 1.24% | 24 |
|
Other funds holding MSFT
VCM
VPM
Welch & Forbes's MSFT Position: Q1 2026 in Review
Welch & Forbes reduced its Microsoft (MSFT) stake by 0.66% in Q1 2026, selling an estimated $2.46M and leaving 881,583 shares worth $326M. The position accounts for 4.22% of the portfolio, ranked #4.
Welch & Forbes first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $463M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Welch & Forbes held 881,583 shares of Microsoft worth $326M as of Q1 2026.
- Welch & Forbes sold 5,877 Microsoft shares in Q1 2026, an estimated $2.46M.
- Microsoft made up 4.22% of Welch & Forbes's portfolio in Q1 2026, its #4 holding.
- Welch & Forbes first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- Welch & Forbes's Microsoft position peaked at $463M in Q3 2025.
- 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Welch & Forbes's 13F filing for Q1 2026, filed 1 May 2026.