Arnold Van Den Berg's MSFT Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 27,496 shares of Microsoft Corporation (MSFT) worth $10.18 M, representing 2.33% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Arnold Van Den Berg has maintained a strategic position in MSFT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 22,470 shares. Largest reduction occurred in Q2 2014, reducing 421,644 shares.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's Microsoft Corporation (MSFT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Microsoft Corporation (MSFT) Trades by Arnold Van Den Berg
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +10,177 | Add 58.76% | 27,496 | $370.17 |
| Q4 2025 | +188 | Add 1.10% | 17,319 | $483.62 |
| Q3 2025 | -92 | Reduce 0.53% | 17,131 | $517.95 |
| Q2 2025 | +3,221 | Add 23.00% | 17,223 | $497.41 |
| Q1 2025 | +598 | Add 4.46% | 14,002 | $375.39 |
| Q4 2024 | +498 | Add 3.86% | 13,404 | $421.50 |
| Q3 2024 | +78 | Add 0.61% | 12,906 | $430.30 |
| Q2 2024 | -130 | Reduce 1.00% | 12,828 | $446.94 |
| Q1 2024 | -260 | Reduce 1.97% | 12,958 | $420.72 |
| Q4 2023 | -286 | Reduce 2.12% | 13,218 | $376.04 |
| Q3 2023 | -39 | Reduce 0.29% | 13,504 | $315.75 |
| Q2 2023 | -91 | Reduce 0.67% | 13,543 | $340.54 |
| Q1 2023 | +79 | Add 0.58% | 13,634 | $288.30 |
| Q4 2022 | -4,777 | Reduce 26.06% | 13,555 | $239.82 |
| Q3 2022 | -191 | Reduce 1.03% | 18,332 | $232.87 |
| Q2 2022 | +628 | Add 3.51% | 18,523 | $256.82 |
| Q1 2022 | -3,686 | Reduce 17.08% | 17,895 | $308.30 |
| Q4 2021 | -296 | Reduce 1.35% | 21,581 | $336.31 |
| Q3 2021 | -79 | Reduce 0.36% | 21,877 | $281.89 |
| Q2 2021 | -287 | Reduce 1.29% | 21,956 | $270.91 |
| Q1 2021 | -132 | Reduce 0.59% | 22,243 | $235.76 |
| Q4 2020 | -95 | Reduce 0.42% | 22,375 | $222.44 |
| Q3 2020 | +22,470 | New Buy | 22,470 | $210.32 |
| Q4 2014 | -9,250 | Sold Out | 0 | $0.00 |
| Q3 2014 | -8,820 | Reduce 48.81% | 9,250 | $46.38 |
| Q2 2014 | -421,644 | Reduce 95.89% | 18,070 | $41.73 |
| Q1 2014 | -401,778 | Reduce 47.75% | 439,714 | $40.99 |
| Q4 2013 | -330,269 | Reduce 28.19% | 841,492 | $37.41 |
| Q3 2013 | -13,176 | Reduce 1.11% | 1.17 M | $33.28 |
| Q2 2013 | +1.18 M | Add 0.00% | 1.18 M | $34.55 |
Arnold Van Den Berg's Microsoft Corporation Investment FAQs
Arnold Van Den Berg first purchased Microsoft Corporation (MSFT) in Q2 2013, acquiring 1,184,937 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg has held Microsoft Corporation (MSFT) for 30 quarters since Q2 2013.
Arnold Van Den Berg's largest addition to Microsoft Corporation (MSFT) was in Q2 2013, adding 1,184,937 shares worth $40.93 M.
According to the latest 13F filing for Q1 2026, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 27,496 shares of Microsoft Corporation (MSFT), valued at approximately $10.18 M.
As of the Q1 2026 filing, Microsoft Corporation (MSFT) represents approximately 2.33% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings.
Arnold Van Den Berg's peak holding in Microsoft Corporation (MSFT) was 1,184,937 shares, as reported at the end of Q2 2013.