Wharton Business Group’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 | $4.97M | Sell |
13,418
-3,640
| -21% | -$1.52M | 0.19% | 58 |
|
|
2025
Q4 | $8.25M | Sell |
17,058
-363
| -2% | -$182K | 0.31% | 48 |
|
|
2025
Q3 | $9.02M | Sell |
17,421
-320
| -2% | -$163K | 0.39% | 46 |
|
|
2025
Q2 | $8.82M | Buy |
17,741
+246
| +1% | +$107K | 0.37% | 46 |
|
|
2025
Q1 | $6.57M | Sell |
17,495
-121
| -0.7% | -$49.3K | 0.3% | 47 |
|
|
2024
Q4 | $7.42M | Sell |
17,616
-542
| -3% | -$231K | 0.34% | 46 |
|
|
2024
Q3 | $7.81M | Buy |
18,158
+165
| +0.9% | +$70.5K | 0.35% | 47 |
|
|
2024
Q2 | $8.04M | Sell |
17,993
-539
| -3% | -$228K | 0.42% | 45 |
|
|
2024
Q1 | $7.8M | Sell |
18,532
-720
| -4% | -$291K | 0.38% | 45 |
|
|
2023
Q4 | $7.24M | Sell |
19,252
-224
| -1% | -$79.7K | 0.36% | 44 |
|
|
2023
Q3 | $6.15M | Sell |
19,476
-25
| -0.1% | -$8.26K | 0.34% | 49 |
|
|
2023
Q2 | $6.64M | Sell |
19,501
-4,062
| -17% | -$1.27M | 0.44% | 41 |
|
|
2023
Q1 | $6.79M | Buy |
23,563
+43
| +0.2% | +$11K | 0.41% | 44 |
|
|
2022
Q4 | $5.64M | Buy |
23,520
+545
| +2% | +$131K | 0.33% | 48 |
|
|
2022
Q3 | $5.35M | Buy |
22,975
+395
| +2% | +$104K | 0.36% | 47 |
|
|
2022
Q2 | $5.8M | Buy |
22,580
+6,178
| +38% | +$1.68M | 0.38% | 44 |
|
|
2022
Q1 | $5.06M | Sell |
16,402
-360
| -2% | -$108K | 0.31% | 48 |
|
|
2021
Q4 | $5.64M | Buy |
+16,762
| New | +$5.43M | 0.35% | 46 |
|
|
2021
Q3 | – | Sell |
-22,422
| Closed | -$6.07M | – | 110 |
|
|
2021
Q2 | $6.07M | Buy |
22,422
+1,514
| +7% | +$385K | 0.47% | 37 |
|
|
2021
Q1 | $4.93M | Buy |
20,908
+1,065
| +5% | +$247K | 0.39% | 40 |
|
|
2020
Q4 | $4.41M | Sell |
19,843
-1,585
| -7% | -$341K | 0.36% | 39 |
|
|
2020
Q3 | $4.51M | Sell |
21,428
-3,617
| -14% | -$760K | 0.42% | 39 |
|
|
2020
Q2 | $5.1M | Sell |
25,045
-4,334
| -15% | -$787K | 0.49% | 39 |
|
|
2020
Q1 | $4.63M | Sell |
29,379
-737
| -2% | -$121K | 0.52% | 35 |
|
|
2019
Q4 | $4.75M | Sell |
30,116
-8,535
| -22% | -$1.25M | 0.44% | 39 |
|
|
2019
Q3 | $5.37M | Sell |
38,651
-320
| -0.8% | -$44K | 0.54% | 35 |
|
|
2019
Q2 | $5.22M | Buy |
38,971
+73
| +0.2% | +$9.27K | 0.53% | 34 |
|
|
2019
Q1 | $4.59M | Sell |
38,898
-677
| -2% | -$73.9K | 0.47% | 35 |
|
|
2018
Q4 | $4.02M | Hold |
39,575
| – | – | 0.47% | 35 |
|
|
2018
Q3 | $4.53M | Sell |
39,575
-3,522
| -8% | -$382K | 0.45% | 38 |
|
|
2018
Q2 | $4.25M | Sell |
43,097
-2,143
| -5% | -$208K | 0.44% | 38 |
|
|
2018
Q1 | $4.13M | Buy |
45,240
+5,387
| +14% | +$493K | 0.43% | 38 |
|
|
2017
Q4 | $3.41M | Sell |
39,853
-2,870
| -7% | -$235K | 0.35% | 41 |
|
|
2017
Q3 | $3.18M | Sell |
42,723
-2,944
| -6% | -$215K | 0.34% | 42 |
|
|
2017
Q2 | $3.15M | Buy |
45,667
+175
| +0.4% | +$12K | 0.34% | 44 |
|
|
2017
Q1 | $3M | Sell |
45,492
-130
| -0.3% | -$8.33K | 0.32% | 47 |
|
|
2016
Q4 | $2.83M | Buy |
45,622
+298
| +0.7% | +$17.9K | 0.34% | 49 |
|
|
2016
Q3 | $2.61M | Sell |
45,324
-2,370
| -5% | -$134K | 0.32% | 53 |
|
|
2016
Q2 | $2.44M | Sell |
47,694
-1,609
| -3% | -$83.6K | 0.29% | 62 |
|
|
2016
Q1 | $2.72M | Buy |
49,303
+1,643
| +3% | +$86.1K | 0.3% | 60 |
|
|
2015
Q4 | $2.64M | Buy |
47,660
+1,300
| +3% | +$68.4K | 0.26% | 63 |
|
|
2015
Q3 | $2.05M | Sell |
46,360
-890
| -2% | -$40K | 0.2% | 69 |
|
|
2015
Q2 | $2.09K | Sell |
47,250
-1,435
| -3% | -$65.5K | 0.14% | 73 |
|
|
2015
Q1 | $1.98M | Buy |
48,685
+125
| +0.3% | +$5.44K | 0.16% | 79 |
|
|
2014
Q4 | $2.26M | Hold |
48,560
| – | – | 0.19% | 75 |
|
|
2014
Q3 | $2.25M | Sell |
48,560
-2,460
| -5% | -$110K | 0.2% | 78 |
|
|
2014
Q2 | $2.13M | Sell |
51,020
-58,750
| -54% | -$2.38M | 0.23% | 75 |
|
|
2014
Q1 | $4.5M | Buy |
109,770
+59,395
| +118% | +$2.23M | 0.36% | 65 |
|
|
2013
Q4 | $1.89M | Buy |
50,375
+38,320
| +318% | +$1.39M | 0.16% | 90 |
|
|
2013
Q3 | $401K | Buy |
12,055
+1,400
| +13% | +$46.1K | 0.03% | 122 |
|
|
2013
Q2 | $368K | Buy |
+10,655
| New | +$349K | 0.03% | 123 |
|
Other funds holding MSFT
VCM
VPM
Wharton Business Group's MSFT Position: Q1 2026 in Review
Wharton Business Group reduced its Microsoft (MSFT) stake by 21% in Q1 2026, selling an estimated $1.52M and leaving 13,418 shares worth $4.97M. The position accounts for 0.19% of the portfolio, ranked #58.
Wharton Business Group first reported a position in MSFT in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.02M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Wharton Business Group held 13,418 shares of Microsoft worth $4.97M as of Q1 2026.
- Wharton Business Group sold 3,640 Microsoft shares in Q1 2026, an estimated $1.52M.
- Microsoft made up 0.19% of Wharton Business Group's portfolio in Q1 2026, its #58 holding.
- Wharton Business Group first reported a position in Microsoft in Q2 2013 and has held it in 51 quarters since.
- Wharton Business Group's Microsoft position peaked at $9.02M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.