David Rolfe's MSFT Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 79.2K shares of Microsoft Corporation (MSFT) worth $41.03 M, representing 7.49% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, David Rolfe has maintained a strategic position in MSFT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 79.4K shares. Largest reduction occurred in Q3 2023, reducing 39.9K shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's Microsoft Corporation (MSFT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Microsoft Corporation (MSFT) Trades by David Rolfe
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +83,949 | New Buy | 83,949 | $157.70 |
| Q2 2020 | -2,653 | Reduce 3.16% | 81,296 | $203.49 |
| Q3 2020 | +79,400 | Add 97.67% | 160,696 | $210.32 |
| Q4 2020 | -13,098 | Reduce 8.15% | 147,598 | $222.41 |
| Q1 2021 | -6,827 | Reduce 4.63% | 140,771 | $235.76 |
| Q2 2021 | -7,435 | Reduce 5.28% | 133,336 | $270.89 |
| Q3 2021 | -1,288 | Reduce 0.97% | 132,048 | $281.91 |
| Q4 2021 | -2,019 | Reduce 1.53% | 130,029 | $336.31 |
| Q1 2022 | +12,050 | Add 9.27% | 142,079 | $308.30 |
| Q2 2022 | -853 | Reduce 0.60% | 141,226 | $256.82 |
| Q3 2022 | -3,240 | Reduce 2.29% | 137,986 | $232.89 |
| Q4 2022 | -4,402 | Reduce 3.19% | 133,584 | $0.24 |
| Q1 2023 | -14,969 | Reduce 11.21% | 118,615 | $0.29 |
| Q2 2023 | -5,040 | Reduce 4.25% | 113,575 | $340.53 |
| Q3 2023 | -39,903 | Reduce 35.13% | 73,672 | $315.75 |
| Q4 2023 | -1,966 | Reduce 2.67% | 71,706 | $406.32 |
| Q1 2024 | -1,091 | Reduce 1.52% | 70,615 | $423.08 |
| Q2 2024 | -1,645 | Reduce 2.33% | 68,970 | $406.81 |
| Q3 2024 | -1,086 | Reduce 1.57% | 67,884 | $425.20 |
| Q4 2024 | -2,665 | Reduce 3.93% | 65,219 | $421.50 |
| Q1 2025 | +11,942 | Add 18.31% | 77,161 | $452.94 |
| Q2 2025 | -556 | Reduce 0.72% | 76,605 | $535.64 |
| Q3 2025 | +2,603 | Add 3.40% | 79,208 | $517.95 |
David Rolfe's Microsoft Corporation Investment FAQs
David Rolfe first purchased Microsoft Corporation (MSFT) in Q1 2020, acquiring 83,949 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held Microsoft Corporation (MSFT) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe's largest addition to Microsoft Corporation (MSFT) was in Q1 2020, adding 83,949 shares worth $13.24 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Rolfe's firm, Wedgewood Partners INC, owns 79,208 shares of Microsoft Corporation (MSFT), valued at approximately $41.03 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Microsoft Corporation (MSFT) represents approximately 7.49% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe's peak holding in Microsoft Corporation (MSFT) was 160,696 shares, as reported at the end of Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.