Zuckerman Investment 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
Q2 | $35.7M | Buy |
95,711
+12,229
| +15% | +$4.95M | 3.02% | 6 |
|
|
2026
Q1 | $30.9M | Buy |
83,482
+14,474
| +21% | +$6.06M | 2.9% | 7 |
|
|
2025
Q4 | $33.4M | Buy |
69,008
+1,763
| +3% | +$883K | 2.98% | 5 |
|
|
2025
Q3 | $34.8M | Sell |
67,245
-1,045
| -2% | -$533K | 3.22% | 5 |
|
|
2025
Q2 | $34M | Buy |
68,290
+2,686
| +4% | +$1.17M | 3.29% | 4 |
|
|
2025
Q1 | $24.6M | Buy |
65,604
+186
| +0.3% | +$75.8K | 2.64% | 7 |
|
|
2024
Q4 | $26.9M | Buy |
65,418
+465
| +0.7% | +$198K | 2.58% | 10 |
|
|
2024
Q3 | $27.9M | Buy |
64,953
+42
| +0.1% | +$18K | 2.87% | 9 |
|
|
2024
Q2 | $29M | Buy |
64,911
+191
| +0.3% | +$80.7K | 3.35% | 5 |
|
|
2024
Q1 | $27.2M | Buy |
64,720
+1,355
| +2% | +$549K | 3.09% | 6 |
|
|
2023
Q4 | $23.8M | Buy |
63,365
+1,921
| +3% | +$684K | 3.08% | 6 |
|
|
2023
Q3 | $19.4M | Buy |
61,444
+73
| +0.1% | +$24.1K | 2.78% | 10 |
|
|
2023
Q2 | $20.9M | Sell |
61,371
-143
| -0.2% | -$44.8K | 2.99% | 8 |
|
|
2023
Q1 | $17.7M | Buy |
61,514
+779
| +1% | +$199K | 2.69% | 11 |
|
|
2022
Q4 | $14.6M | Buy |
60,735
+953
| +2% | +$229K | 2.3% | 14 |
|
|
2022
Q3 | $13.9M | Buy |
59,782
+1,658
| +3% | +$438K | 2.61% | 13 |
|
|
2022
Q2 | $14.9M | Buy |
58,124
+3,894
| +7% | +$1.06M | 2.72% | 11 |
|
|
2022
Q1 | $16.7M | Buy |
54,230
+25
| +0% | +$7.52K | 2.7% | 10 |
|
|
2021
Q4 | $18.2M | Buy |
54,205
+296
| +0.5% | +$96K | 2.83% | 7 |
|
|
2021
Q3 | $15.2M | Sell |
53,909
-3,964
| -7% | -$1.15M | 2.52% | 12 |
|
|
2021
Q2 | $15.7M | Sell |
57,873
-2,267
| -4% | -$576K | 2.47% | 11 |
|
|
2021
Q1 | $14.2M | Buy |
60,140
+1,429
| +2% | +$332K | 2.33% | 14 |
|
|
2020
Q4 | $13.1M | Sell |
58,711
-2,332
| -4% | -$501K | 2.41% | 15 |
|
|
2020
Q3 | $12.8M | Sell |
61,043
-2,006
| -3% | -$421K | 2.85% | 15 |
|
|
2020
Q2 | $12.8M | Sell |
63,049
-2,103
| -3% | -$382K | 3.04% | 13 |
|
|
2020
Q1 | $10.3M | Sell |
65,152
-3,791
| -5% | -$623K | 3% | 13 |
|
|
2019
Q4 | $10.9M | Sell |
68,943
-242
| -0.3% | -$35.6K | 2.27% | 22 |
|
|
2019
Q3 | $9.62M | Sell |
69,185
-10,495
| -13% | -$1.44M | 2.27% | 21 |
|
|
2019
Q2 | $10.7M | Sell |
79,680
-280
| -0.4% | -$35.5K | 2.36% | 22 |
|
|
2019
Q1 | $9.43M | Sell |
79,960
-113
| -0.1% | -$12.3K | 2.23% | 21 |
|
|
2018
Q4 | $8.13M | Sell |
80,073
-2,245
| -3% | -$240K | 2.26% | 21 |
|
|
2018
Q3 | $9.41M | Sell |
82,318
-14,878
| -15% | -$1.61M | 2.05% | 21 |
|
|
2018
Q2 | $9.59M | Sell |
97,196
-3,061
| -3% | -$297K | 2.25% | 21 |
|
|
2018
Q1 | $9.15M | Sell |
100,257
-131,517
| -57% | -$12M | 2.34% | 17 |
|
|
2017
Q4 | $19.8M | Sell |
231,774
-3,467
| -1% | -$284K | 4.97% | 6 |
|
|
2017
Q3 | $17.5M | Sell |
235,241
-2,140
| -0.9% | -$156K | 4.3% | 11 |
|
|
2017
Q2 | $16.4M | Sell |
237,381
-1,894
| -0.8% | -$130K | 4.37% | 10 |
|
|
2017
Q1 | $15.8M | Sell |
239,275
-49,549
| -17% | -$3.18M | 3.82% | 10 |
|
|
2016
Q4 | $17.9M | Sell |
288,824
-4,504
| -2% | -$271K | 4.4% | 8 |
|
|
2016
Q3 | $16.9M | Sell |
293,328
-888
| -0.3% | -$50.1K | 4.48% | 8 |
|
|
2016
Q2 | $15.1M | Buy |
294,216
+5,718
| +2% | +$297K | 4.02% | 9 |
|
|
2016
Q1 | $15.9M | Sell |
288,498
-170,092
| -37% | -$8.92M | 4.27% | 10 |
|
|
2015
Q4 | $25.4M | Sell |
458,590
-52,623
| -10% | -$2.77M | 6.01% | 2 |
|
|
2015
Q3 | $22.6M | Sell |
511,213
-8,009
| -2% | -$360K | 5.31% | 5 |
|
|
2015
Q2 | $22.9M | Sell |
519,222
-10,060
| -2% | -$459K | 5.13% | 8 |
|
|
2015
Q1 | $21.5M | Buy |
529,282
+31,883
| +6% | +$1.39M | 4.58% | 6 |
|
|
2014
Q4 | $23.1M | Sell |
497,399
-2,453
| -0.5% | -$115K | 4.88% | 7 |
|
|
2014
Q3 | $23.2M | Buy |
499,852
+997
| +0.2% | +$44.5K | 4.82% | 5 |
|
|
2014
Q2 | $20.8M | Sell |
498,855
-3,111
| -0.6% | -$126K | 4.48% | 9 |
|
|
2014
Q1 | $20.6M | Buy |
501,966
+7,355
| +1% | +$276K | 4.88% | 7 |
|
|
2013
Q4 | $18.5M | Buy |
494,611
+3,350
| +0.7% | +$122K | 4.35% | 9 |
|
|
2013
Q3 | $16.3M | Buy |
491,261
+64,897
| +15% | +$2.13M | 4.1% | 8 |
|
|
2013
Q2 | $14.7M | Buy |
+426,364
| New | +$14M | 3.83% | 9 |
|
Other funds holding MSFT
Zuckerman Investment Group's MSFT Position: Q2 2026 in Review
Zuckerman Investment Group increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $4.95M and bringing the position to 95,711 shares worth $35.7M. The position accounts for 3.02% of the portfolio, ranked #6.
Zuckerman Investment Group first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. 6,190 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Zuckerman Investment Group held 95,711 shares of Microsoft worth $35.7M as of Q2 2026.
- Zuckerman Investment Group bought 12,229 Microsoft shares in Q2 2026, an estimated $4.95M.
- Microsoft made up 3.02% of Zuckerman Investment Group's portfolio in Q2 2026, its #6 holding.
- Zuckerman Investment Group first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
- 6,190 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.