Wendell David Associates Inc / MSFT
Wendell David Associates Inc’s Microsoft Corp Position
Does Wendell David Associates Inc own Microsoft Corp (MSFT)? Yes — 131.6K shares worth $49M (+5.30% of its 13F portfolio) as of Q1 2026, down from 133.0K shares the prior filed quarter.
Position Value
$49M
Q1 2026
Shares
131.6K
% of Portfolio
+5.30%
Quarters Held
29
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 131.6K | $49M | +5.30% |
| Q4 2025 | 133.0K | $64M | +6.53% |
| Q3 2025 | 133.6K | $69M | +6.83% |
| Q2 2025 | 133.8K | $67M | +6.69% |
| Q1 2025 | 135.0K | $51M | +5.06% |
| Q4 2024 | 138.8K | $59M | +5.79% |
| Q3 2024 | 139.4K | $60M | +5.74% |
| Q2 2024 | 138.2K | $62M | +6.29% |
| Q1 2024 | 138.0K | $58M | +5.87% |
| Q4 2023 | 137.5K | $52M | +5.57% |
| Q3 2023 | 135.3K | $43M | +5.03% |
| Q2 2023 | 136.2K | $46M | +5.24% |
| Q1 2023 | 136.3K | $39M | +4.66% |
| Q4 2022 | 137.0K | $33M | +4.04% |
| Q3 2022 | 136.8K | $32M | +4.29% |
| Q2 2022 | 137.7K | $35M | +4.50% |
| Q1 2022 | 136.8K | $42M | +4.70% |
| Q4 2021 | 138.5K | $47M | +4.71% |
| Q3 2021 | 140.7K | $40M | +4.42% |
| Q2 2021 | 140.9K | $38M | +4.27% |
| Q1 2021 | 138.0K | $33M | +3.92% |
| Q4 2020 | 137.0K | $30M | +3.72% |
| Q3 2020 | 139.7K | $29M | +3.92% |
| Q2 2020 | 144.8K | $29M | +4.27% |
| Q1 2020 | 143.6K | $23M | +3.83% |
| Q4 2019 | 143.3K | $23M | +3.11% |
| Q3 2019 | 140.5K | $20M | +2.86% |
| Q2 2019 | 135.1K | $18M | +2.72% |
| Q1 2019 | 124.5K | $15M | +2.29% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wendell David Associates Inc’s full portfolio or all institutional holders of MSFT.