Wright Investors Service’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 | $12.8M | Buy |
34,648
+1,266
| +4% | +$530K | 4.04% | 3 |
|
|
2025
Q4 | $16.1M | Sell |
33,382
-4,061
| -11% | -$2.04M | 4.85% | 3 |
|
|
2025
Q3 | $19.4M | Sell |
37,443
-2,164
| -5% | -$1.1M | 5.62% | 2 |
|
|
2025
Q2 | $19.7M | Sell |
39,607
-1,040
| -3% | -$452K | 5.95% | 1 |
|
|
2025
Q1 | $15.3M | Buy |
40,647
+2,219
| +6% | +$905K | 5.04% | 2 |
|
|
2024
Q4 | $16.2M | Sell |
38,428
-12,149
| -24% | -$5.17M | 5.26% | 2 |
|
|
2024
Q3 | $21.8M | Sell |
50,577
-3,169
| -6% | -$1.35M | 5.7% | 1 |
|
|
2024
Q2 | $24M | Sell |
53,746
-6,356
| -11% | -$2.68M | 6.33% | 1 |
|
|
2024
Q1 | $25.3M | Sell |
60,102
-153
| -0.3% | -$61.9K | 6.41% | 1 |
|
|
2023
Q4 | $22.7M | Sell |
60,255
-2,967
| -5% | -$1.06M | 6.38% | 1 |
|
|
2023
Q3 | $20M | Sell |
63,222
-3,519
| -5% | -$1.16M | 5.79% | 1 |
|
|
2023
Q2 | $22.7M | Sell |
66,741
-335
| -0.5% | -$105K | 6.41% | 1 |
|
|
2023
Q1 | $19.3M | Sell |
67,076
-1,184
| -2% | -$302K | 5.5% | 1 |
|
|
2022
Q4 | $16.4M | Sell |
68,260
-2,282
| -3% | -$548K | 4.69% | 1 |
|
|
2022
Q3 | $16.4M | Sell |
70,542
-1,550
| -2% | -$409K | 5.16% | 2 |
|
|
2022
Q2 | $18.5M | Sell |
72,092
-4,603
| -6% | -$1.25M | 5.29% | 1 |
|
|
2022
Q1 | $23.6M | Sell |
76,695
-2,424
| -3% | -$729K | 5.88% | 1 |
|
|
2021
Q4 | $26.6M | Sell |
79,119
-2,830
| -3% | -$918K | 6.73% | 1 |
|
|
2021
Q3 | $23.1M | Buy |
81,949
+766
| +0.9% | +$223K | 6.57% | 1 |
|
|
2021
Q2 | $22M | Buy |
81,183
+1,694
| +2% | +$431K | 5.97% | 1 |
|
|
2021
Q1 | $18.7M | Buy |
79,489
+11,732
| +17% | +$2.72M | 5.68% | 1 |
|
|
2020
Q4 | $15.1M | Sell |
67,757
-21,370
| -24% | -$4.6M | 5.17% | 2 |
|
|
2020
Q3 | $18.7M | Sell |
89,127
-3,043
| -3% | -$639K | 6.67% | 1 |
|
|
2020
Q2 | $18.8M | Sell |
92,170
-13,507
| -13% | -$2.45M | 7.2% | 1 |
|
|
2020
Q1 | $16.7M | Sell |
105,677
-3,027
| -3% | -$498K | 7.18% | 1 |
|
|
2019
Q4 | $17.1M | Buy |
108,704
+3,744
| +4% | +$550K | 5.87% | 1 |
|
|
2019
Q3 | $14.6M | Sell |
104,960
-153
| -0.1% | -$21K | 5.24% | 1 |
|
|
2019
Q2 | $14.1M | Sell |
105,113
-1,121
| -1% | -$142K | 5.36% | 1 |
|
|
2019
Q1 | $12.5M | Sell |
106,234
-10,463
| -9% | -$1.14M | 5.06% | 1 |
|
|
2018
Q4 | $11.9M | Buy |
116,697
+9,711
| +9% | +$1.04M | 5.08% | 1 |
|
|
2018
Q3 | $12.2M | Sell |
106,986
-2,551
| -2% | -$277K | 4.48% | 1 |
|
|
2018
Q2 | $10.8M | Sell |
109,537
-16,276
| -13% | -$1.58M | 4.29% | 1 |
|
|
2018
Q1 | $11.5M | Sell |
125,813
-22,846
| -15% | -$2.09M | 3.95% | 1 |
|
|
2017
Q4 | $12.7M | Sell |
148,659
-1,853
| -1% | -$152K | 4.26% | 1 |
|
|
2017
Q3 | $11.2M | Sell |
150,512
-1,578
| -1% | -$115K | 4.08% | 1 |
|
|
2017
Q2 | $10.5M | Buy |
152,090
+18,990
| +14% | +$1.3M | 3.96% | 1 |
|
|
2017
Q1 | $8.77M | Buy |
133,100
+5,380
| +4% | +$345K | 3.55% | 1 |
|
|
2016
Q4 | $7.94M | Buy |
127,720
+25,713
| +25% | +$1.55M | 3.44% | 1 |
|
|
2016
Q3 | $5.88M | Buy |
102,007
+496
| +0.5% | +$28K | 2.45% | 1 |
|
|
2016
Q2 | $5.19M | Sell |
101,511
-65
| -0.1% | -$3.38K | 2.14% | 1 |
|
|
2016
Q1 | $5.61M | Buy |
101,576
+1,368
| +1% | +$71.7K | 2.22% | 2 |
|
|
2015
Q4 | $5.56M | Buy |
100,208
+8,792
| +10% | +$463K | 2.05% | 1 |
|
|
2015
Q3 | $4.05M | Buy |
91,416
+38,043
| +71% | +$1.71M | 1.83% | 7 |
|
|
2015
Q2 | $2.36M | Buy |
53,373
+2,468
| +5% | +$113K | 1.12% | 19 |
|
|
2015
Q1 | $2.07M | Sell |
50,905
-2,313
| -4% | -$101K | 1% | 24 |
|
|
2014
Q4 | $2.47M | Sell |
53,218
-11,414
| -18% | -$536K | 1.21% | 19 |
|
|
2014
Q3 | $3M | Sell |
64,632
-1,064
| -2% | -$47.5K | 1.48% | 12 |
|
|
2014
Q2 | $2.74M | Buy |
65,696
+6,252
| +11% | +$253K | 1.24% | 18 |
|
|
2014
Q1 | $2.44M | Buy |
59,444
+509
| +0.9% | +$19.1K | 1.1% | 18 |
|
|
2013
Q4 | $2.21M | Buy |
58,935
+7,911
| +16% | +$287K | 0.97% | 25 |
|
|
2013
Q3 | $1.7M | Sell |
51,024
-5,045
| -9% | -$166K | 0.77% | 34 |
|
|
2013
Q2 | $1.94M | Buy |
+56,069
| New | +$1.84M | 0.92% | 27 |
|
Other funds holding MSFT
VCM
VPM
Wright Investors Service's MSFT Position: Q1 2026 in Review
Wright Investors Service increased its Microsoft (MSFT) stake by 3.8% in Q1 2026, buying an estimated $530K and bringing the position to 34,648 shares worth $12.8M. The position accounts for 4.04% of the portfolio, ranked #3.
Wright Investors Service first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.6M in Q4 2021. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Wright Investors Service held 34,648 shares of Microsoft worth $12.8M as of Q1 2026.
- Wright Investors Service bought 1,266 Microsoft shares in Q1 2026, an estimated $530K.
- Microsoft made up 4.04% of Wright Investors Service's portfolio in Q1 2026, its #3 holding.
- Wright Investors Service first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- Wright Investors Service's Microsoft position peaked at $26.6M in Q4 2021.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.