WP Advisors’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 | $6.69M | Buy |
18,078
+1,944
| +12% | +$813K | 1.73% | 16 |
|
|
2025
Q4 | $7.8M | Buy |
16,134
+1,014
| +7% | +$508K | 1.94% | 15 |
|
|
2025
Q3 | $7.83M | Sell |
15,120
-261
| -2% | -$133K | 1.99% | 14 |
|
|
2025
Q2 | $7.65M | Buy |
15,381
+965
| +7% | +$419K | 2.1% | 13 |
|
|
2025
Q1 | $5.41M | Sell |
14,416
-126
| -0.9% | -$51.4K | 1.8% | 15 |
|
|
2024
Q4 | $6.13M | Sell |
14,542
-75
| -0.5% | -$31.9K | 2.04% | 12 |
|
|
2024
Q3 | $6.29M | Sell |
14,617
-1,649
| -10% | -$705K | 2.3% | 12 |
|
|
2024
Q2 | $7.27M | Buy |
16,266
+689
| +4% | +$291K | 2.32% | 11 |
|
|
2024
Q1 | $6.55M | Buy |
15,577
+6,500
| +72% | +$2.63M | 2.15% | 14 |
|
|
2023
Q4 | $3.41M | Buy |
9,077
+262
| +3% | +$93.3K | 1.26% | 19 |
|
|
2023
Q3 | $2.78M | Sell |
8,815
-80
| -0.9% | -$26.4K | 1.15% | 18 |
|
|
2023
Q2 | $3.03M | Buy |
8,895
+202
| +2% | +$63.3K | 1.21% | 18 |
|
|
2023
Q1 | $2.51M | Buy |
8,693
+894
| +11% | +$228K | 1.03% | 20 |
|
|
2022
Q4 | $1.87M | Buy |
7,799
+12
| +0.2% | +$2.88K | 0.84% | 29 |
|
|
2022
Q3 | $1.81M | Buy |
7,787
+845
| +12% | +$223K | 0.82% | 31 |
|
|
2022
Q2 | $1.78M | Buy |
6,942
+100
| +1% | +$27.1K | 0.78% | 29 |
|
|
2022
Q1 | $2.11M | Sell |
6,842
-9
| -0.1% | -$2.71K | 0.87% | 27 |
|
|
2021
Q4 | $2.3M | Buy |
6,851
+618
| +10% | +$200K | 0.96% | 24 |
|
|
2021
Q3 | $1.76M | Sell |
6,233
-191
| -3% | -$55.6K | 0.72% | 27 |
|
|
2021
Q2 | $1.74M | Buy |
6,424
+334
| +5% | +$84.9K | 0.73% | 27 |
|
|
2021
Q1 | $1.44M | Sell |
6,090
-162
| -3% | -$37.6K | 0.62% | 30 |
|
|
2020
Q4 | $1.39M | Sell |
6,252
-188
| -3% | -$40.4K | 0.67% | 31 |
|
|
2020
Q3 | $1.35M | Buy |
6,440
+4,747
| +280% | +$997K | 0.82% | 28 |
|
|
2020
Q2 | $344K | Buy |
1,693
+404
| +31% | +$73.3K | 0.24% | 47 |
|
|
2020
Q1 | $203K | Buy |
+1,289
| New | +$212K | 0.2% | 48 |
|
|
2019
Q2 | – | Sell |
-844
| Closed | -$995 | – | 129 |
|
|
2019
Q1 | $995 | Buy |
+844
| New | +$92.1K | 0.11% | 89 |
|
|
2018
Q4 | – | Sell |
-837
| Closed | -$96K | – | 172 |
|
|
2018
Q3 | $96K | Sell |
837
-491
| -37% | -$53.2K | 0.09% | 98 |
|
|
2018
Q2 | $131K | Buy |
+1,328
| New | +$129K | 0.12% | 75 |
|
Other funds holding MSFT
VCM
VPM
WP Advisors's MSFT Position: Q1 2026 in Review
WP Advisors increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $813K and bringing the position to 18,078 shares worth $6.69M. The position accounts for 1.73% of the portfolio, ranked #16.
WP Advisors first reported a position in MSFT in Q2 2018 and has held it in 28 quarters since. The position peaked at $7.83M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- WP Advisors held 18,078 shares of Microsoft worth $6.69M as of Q1 2026.
- WP Advisors bought 1,944 Microsoft shares in Q1 2026, an estimated $813K.
- Microsoft made up 1.73% of WP Advisors's portfolio in Q1 2026, its #16 holding.
- WP Advisors first reported a position in Microsoft in Q2 2018 and has held it in 28 quarters since.
- WP Advisors's Microsoft position peaked at $7.83M in Q3 2025.
- 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.