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Well Done LLC’s Microsoft MSFT Stock Holding History

Well Done LLC’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.21M Sell
8,609
-949
-10% -$384K 0.43% 48
2026
Q1 		$3.54M Sell
9,558
-500
-5% -$209K 0.52% 43
2025
Q4 		$4.86M Buy
10,058
+371
+4% +$186K 0.73% 35
2025
Q3 		$5.02M Sell
9,687
-224
-2% -$114K 0.85% 33
2025
Q2 		$4.93M Buy
9,911
+814
+9% +$353K 0.92% 28
2025
Q1 		$3.83M Sell
9,097
-90
-1% -$36.7K 0.7% 33
2024
Q4 		$3.95M Hold
9,187
– – 0.72% 33
2024
Q3 		$3.95M Sell
9,187
-841
-8% -$359K 0.72% 33
2024
Q2 		$4.48M Sell
10,028
-617
-6% -$261K 0.93% 27
2024
Q1 		$4.48M Sell
10,645
-482
-4% -$195K 0.88% 27
2023
Q4 		$4.18M Buy
11,127
+512
+5% +$182K 0.82% 31
2023
Q3 		$3.35M Buy
10,615
+1,070
+11% +$354K 0.74% 34
2023
Q2 		$3.25M Sell
9,545
-2,322
-20% -$728K 0.69% 35
2023
Q1 		$3.42M Buy
11,867
+103
+0.9% +$26.3K 0.74% 35
2022
Q4 		$2.82M Buy
11,764
+111
+1% +$26.6K 0.61% 38
2022
Q3 		$2.71M Sell
11,653
-1,486
-11% -$392K 0.66% 37
2022
Q2 		$3.37M Buy
13,139
+1,551
+13% +$421K 0.74% 29
2022
Q1 		$3.57M Sell
11,588
-1,221
-10% -$367K 0.71% 27
2021
Q4 		$4.31M Buy
12,809
+251
+2% +$81.4K 0.87% 24
2021
Q3 		$3.54M Buy
12,558
+1,544
+14% +$449K 0.79% 27
2021
Q2 		$2.98M Buy
11,014
+39
+0.4% +$9.91K 0.66% 29
2021
Q1 		$2.59M Buy
10,975
+373
+4% +$86.5K 0.59% 32
2020
Q4 		$2.36M Buy
10,602
+4,038
+62% +$868K 0.58% 35
2020
Q3 		$1.38M Sell
6,564
-1,367
-17% -$287K 0.39% 45
2020
Q2 		$1.61M Buy
7,931
+24
+0.3% +$4.36K 0.44% 46
2020
Q1 		$1.25M Buy
7,907
+339
+4% +$55.7K 0.38% 48
2019
Q4 		$1.19M Sell
7,568
-176
-2% -$25.9K 0.28% 55
2019
Q3 		$1.08M Sell
7,744
-225
-3% -$30.9K 0.26% 55
2019
Q2 		$1.07M Buy
7,969
+116
+1% +$14.7K 0.25% 58
2019
Q1 		$926K Buy
7,853
+226
+3% +$24.7K 0.23% 60
2018
Q4 		$775K Buy
7,627
+939
+14% +$101K 0.22% 60
2018
Q3 		$765K Sell
6,688
-6
-0.1% -$650 0.22% 59
2018
Q2 		$660K Buy
6,694
+492
+8% +$47.7K 0.2% 63
2018
Q1 		$566K Buy
6,202
+146
+2% +$13.4K 0.18% 61
2017
Q4 		$519K Sell
6,056
-261
-4% -$21.4K 0.17% 67
2017
Q3 		$471K Buy
6,317
+1,284
+26% +$93.8K 0.14% 85
2017
Q2 		$347K Buy
5,033
+225
+5% +$15.4K 0.12% 76
2017
Q1 		$317K Sell
4,808
-79
-2% -$5.06K 0.11% 78
2016
Q4 		$304K Sell
4,887
-1,643
-25% -$98.8K 0.11% 72
2016
Q3 		$9.94K Hold
6,530
– – 3.58% 8
2016
Q2 		$334K Sell
6,530
-60
-0.9% -$3.12K 0.12% 66
2016
Q1 		$364K Sell
6,590
-610
-8% -$32K 0.13% 59
2015
Q4 		$399K Buy
+7,200
New +$379K 0.14% 54

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Well Done LLC's MSFT Position: Q2 2026 in Review

Well Done LLC reduced its Microsoft (MSFT) stake by 9.9% in Q2 2026, selling an estimated $384K and leaving 8,609 shares worth $3.21M. The position accounts for 0.43% of the portfolio, ranked #48.

Well Done LLC first reported a position in MSFT in Q4 2015 and has held it in 43 quarters since. The position peaked at $5.02M in Q3 2025. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Well Done LLC held 8,609 shares of Microsoft worth $3.21M as of Q2 2026.
  • Well Done LLC sold 949 Microsoft shares in Q2 2026, an estimated $384K.
  • Microsoft made up 0.43% of Well Done LLC's portfolio in Q2 2026, its #48 holding.
  • Well Done LLC first reported a position in Microsoft in Q4 2015 and has held it in 43 quarters since.
  • Well Done LLC's Microsoft position peaked at $5.02M in Q3 2025.
  • 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.