Westwind Capital’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.1M Sell
27,121
-37,597
-58% -$15.2M 2.4% 17
2026
Q1
$24M Buy
64,718
+5,815
+10% +$2.43M 5.75% 6
2025
Q4
$28.5M Sell
58,903
-1,068
-2% -$535K 5.82% 7
2025
Q3
$31.1M Buy
59,971
+774
+1% +$395K 6.49% 4
2025
Q2
$29.4M Buy
59,197
+382
+0.6% +$166K 6.02% 5
2025
Q1
$22.1M Buy
58,815
+1,263
+2% +$515K 5.5% 7
2024
Q4
$24.3M Buy
57,552
+809
+1% +$345K 5.29% 8
2024
Q3
$24.4M Buy
56,743
+40,475
+249% +$17.3M 5.93% 6
2024
Q2
$24.9M Sell
16,268
-39,804
-71% -$16.8M 6.18% 4
2024
Q1
$23.6M Sell
56,072
-435
-0.8% -$176K 5.97% 3
2023
Q4
$21.2M Buy
56,507
+81
+0.1% +$28.8K 5.79% 6
2023
Q3
$17.8M Buy
56,426
+682
+1% +$225K 5.48% 10
2023
Q2
$19M Sell
55,744
-22,719
-29% -$7.12M 5.32% 10
2023
Q1
$22.6M Sell
78,463
-834
-1% -$213K 7.23% 4
2022
Q4
$19M Buy
79,297
+1,184
+2% +$284K 6.47% 5
2022
Q3
$18.2M Sell
78,113
-436
-0.6% -$115K 6.38% 4
2022
Q2
$20.2M Buy
78,549
+554
+0.7% +$150K 6.6% 4
2022
Q1
$24M Buy
77,995
+2,137
+3% +$643K 6.47% 5
2021
Q4
$25.5M Buy
75,858
+2,225
+3% +$721K 6.32% 5
2021
Q3
$20.8M Sell
73,633
-18,238
-20% -$5.31M 5.52% 7
2021
Q2
$24.9M Sell
91,871
-1,176
-1% -$299K 5.98% 6
2021
Q1
$21.9M Sell
93,047
-826
-0.9% -$192K 6.35% 5
2020
Q4
$20.9M Buy
93,873
+1,207
+1% +$260K 6.08% 8
2020
Q3
$19.5M Buy
92,666
+1,566
+2% +$329K 6.56% 6
2020
Q2
$18.5M Buy
91,100
+940
+1% +$171K 7.03% 4
2020
Q1
$14.2M Sell
90,160
-28,673
-24% -$4.72M 7.34% 3
2019
Q4
$18.7M Sell
118,833
-371
-0.3% -$54.5K 9.1% 2
2019
Q3
$16.6M Buy
119,204
+4,357
+4% +$599K 8.75% 2
2019
Q2
$15.4M Buy
114,847
+823
+0.7% +$104K 8.74% 2
2019
Q1
$13.4M Buy
114,024
+37,349
+49% +$4.07M 7.93% 3
2018
Q4
$7.79M Buy
76,675
+2,025
+3% +$217K 5.59% 5
2018
Q3
$8.54M Buy
74,650
+2,610
+4% +$283K 5.39% 7
2018
Q2
$7.1M Buy
72,040
+2,060
+3% +$200K 5.39% 8
2018
Q1
$6.39M Buy
69,980
+69,868
+62,382% +$6.39M 5.12% 9
2017
Q4
$10K Buy
+112
New +$9.19K 0.01% 35

Other funds holding MSFT

Westwind Capital's MSFT Position: Q2 2026 in Review

Westwind Capital reduced its Microsoft (MSFT) stake by 58% in Q2 2026, selling an estimated $15.2M and leaving 27,121 shares worth $10.1M. The position accounts for 2.4% of the portfolio, ranked #17.

Westwind Capital first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $31.1M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Westwind Capital held 27,121 shares of Microsoft worth $10.1M as of Q2 2026.
  • Westwind Capital sold 37,597 Microsoft shares in Q2 2026, an estimated $15.2M.
  • Microsoft made up 2.4% of Westwind Capital's portfolio in Q2 2026, its #17 holding.
  • Westwind Capital first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
  • Westwind Capital's Microsoft position peaked at $31.1M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.