Muhlenkamp & Co Inc
- SEC CIK
- 0001133219
- Latest filing
- Aug 17, 2026
MSFT holding history
Microsoft Corp in every 13F filed by Muhlenkamp & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings
- Shares (Q2 2026)
- 32,776
- Value
- $12.2M
- % of portfolio
- 3.5%
- Quarters held
- 21
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 32,776 | $12.2M | 3.5% | −161−0.5% | Reduced | Holders |
| Q1 2026 | 32,937 | $12.2M | 3.2% | −68−0.2% | Reduced | Holders |
| Q4 2025 | 33,005 | $16.0M | 4.3% | +658+2.0% | Added | Holders |
| Q3 2025 | 32,347 | $16.8M | 4.6% | +36+0.1% | Added | Holders |
| Q2 2025 | 32,311 | $16.1M | 5.0% | +70+0.2% | Added | Holders |
| Q1 2025 | 32,241 | $12.1M | 4.0% | +203+0.6% | Added | Holders |
| Q4 2024 | 32,038 | $13.5M | 4.1% | +80+0.3% | Added | Holders |
| Q3 2024 | 31,958 | $13.8M | 4.2% | +130.0% | Added | Holders |
| Q2 2024 | 31,945 | $14.3M | 4.5% | +82+0.3% | Added | Holders |
| Q1 2024 | 31,863 | $13.4M | 3.9% | +935+3.0% | Added | Holders |
| Q4 2023 | 30,928 | $11.6M | 3.8% | −300−1.0% | Reduced | Holders |
| Q3 2023 | 31,228 | $9.86M | 3.4% | +336+1.1% | Added | Holders |
| Q2 2023 | 30,892 | $10.5M | 3.7% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 31,264 | $7.50M | 3.2% | −21−0.1% | Reduced | Holders |
| Q3 2022 | 31,285 | $7.29M | 3.3% | +44+0.1% | Added | Holders |
| Q2 2022 | 31,241 | $8.02M | 3.8% | −74−0.2% | Reduced | Holders |
| Q1 2022 | 31,315 | $9.65M | 3.4% | −13,360−29.9% | Reduced | Holders |
| Q4 2021 | 44,675 | $15.0M | 5.2% | −26−0.1% | Reduced | Holders |
| Q3 2021 | 44,701 | $12.6M | 4.8% | −75−0.2% | Reduced | Holders |
| Q2 2021 | 44,776 | $12.1M | 4.4% | +75+0.2% | Added | Holders |
| Q1 2021 | 44,701 | $13.1M | 4.8% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.