Ronald Muhlenkamp's MSFT Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 33,005 shares of Microsoft Corporation (MSFT) worth $15.96 M, representing 4.29% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Ronald Muhlenkamp has maintained a long-term strategic position in MSFT, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 100,070 shares. Largest reduction occurred in Q3 2014, reducing 192,385 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's Microsoft Corporation (MSFT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Microsoft Corporation (MSFT) Trades by Ronald Muhlenkamp
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +658 | Add 2.03% | 33,005 | $483.62 |
| Q3 2025 | +36 | Add 0.11% | 32,347 | $517.95 |
| Q2 2025 | +70 | Add 0.22% | 32,311 | $497.41 |
| Q1 2025 | +203 | Add 0.63% | 32,241 | $375.39 |
| Q4 2024 | +80 | Add 0.25% | 32,038 | $421.51 |
| Q3 2024 | +13 | Add 0.04% | 31,958 | $430.30 |
| Q2 2024 | +82 | Add 0.26% | 31,945 | $446.95 |
| Q1 2024 | +935 | Add 3.02% | 31,863 | $420.72 |
| Q4 2023 | -300 | Reduce 0.96% | 30,928 | $376.04 |
| Q3 2023 | +336 | Add 1.09% | 31,228 | $315.75 |
| Q2 2023 | +30,893 | Add 0.00% | 30,892 | $340.54 |
| Q4 2022 | -21 | Reduce 0.07% | 31,264 | $239.82 |
| Q3 2022 | +44 | Add 0.14% | 31,285 | $232.89 |
| Q2 2022 | -74 | Reduce 0.24% | 31,241 | $256.84 |
| Q1 2022 | -13,360 | Reduce 29.90% | 31,315 | $308.32 |
| Q4 2021 | -26 | Reduce 0.06% | 44,675 | $336.32 |
| Q3 2021 | -75 | Reduce 0.17% | 44,701 | $281.92 |
| Q2 2021 | +75 | Add 0.17% | 44,776 | $270.90 |
| Q1 2021 | +6 | Add 0.01% | 44,701 | $293.08 |
| Q4 2020 | +250 | Add 0.56% | 44,695 | $222.42 |
| Q3 2020 | -38,052 | Reduce 46.13% | 44,445 | $210.33 |
| Q2 2020 | +82,498 | Add 0.00% | 82,497 | $203.51 |
| Q4 2019 | -9,106 | Reduce 8.22% | 101,622 | $157.70 |
| Q3 2019 | -15,015 | Reduce 11.94% | 110,728 | $139.03 |
| Q2 2019 | -733 | Reduce 0.58% | 125,743 | $133.96 |
| Q1 2019 | +126,477 | Add 0.00% | 126,476 | $117.94 |
| Q3 2018 | -719 | Reduce 0.44% | 162,102 | $114.37 |
| Q1 2018 | -66,041 | Reduce 28.86% | 162,821 | $91.27 |
| Q4 2017 | -2,551 | Reduce 1.10% | 228,862 | $85.54 |
| Q3 2017 | -975 | Reduce 0.42% | 231,413 | $74.49 |
| Q2 2017 | -150 | Reduce 0.06% | 232,388 | $68.93 |
| Q1 2017 | -475 | Reduce 0.20% | 232,538 | $65.86 |
| Q4 2016 | -1,725 | Reduce 0.73% | 233,013 | $62.14 |
| Q3 2016 | -800 | Reduce 0.34% | 234,738 | $57.60 |
| Q2 2016 | -1,125 | Reduce 0.48% | 235,538 | $51.17 |
| Q1 2016 | -51,950 | Reduce 18.00% | 236,663 | $55.23 |
| Q4 2015 | -2,062 | Reduce 0.71% | 288,613 | $55.48 |
| Q3 2015 | +120 | Add 0.04% | 290,675 | $44.26 |
| Q2 2015 | +170 | Add 0.06% | 290,555 | $44.15 |
| Q1 2015 | +100,070 | Add 52.58% | 290,385 | $40.66 |
| Q4 2014 | -9,875 | Reduce 4.93% | 190,315 | $46.45 |
| Q3 2014 | -192,385 | Reduce 49.01% | 200,190 | $46.36 |
| Q2 2014 | +1,880 | Add 0.48% | 392,575 | $41.70 |
| Q1 2014 | -175,370 | Reduce 30.98% | 390,695 | $40.99 |
| Q4 2013 | -85,685 | Reduce 13.15% | 566,065 | $37.41 |
| Q3 2013 | +1,315 | Add 0.20% | 651,750 | $33.28 |
| Q2 2013 | +650,436 | Add 0.00% | 650,435 | $34.54 |
Ronald Muhlenkamp's Microsoft Corporation Investment FAQs
Ronald Muhlenkamp first purchased Microsoft Corporation (MSFT) in Q2 2013, acquiring 650,435 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp has held Microsoft Corporation (MSFT) for 51 quarters since Q2 2013.
Ronald Muhlenkamp's largest addition to Microsoft Corporation (MSFT) was in Q2 2013, adding 650,435 shares worth $22.47 M.
According to the latest 13F filing for Q4 2025, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 33,005 shares of Microsoft Corporation (MSFT), valued at approximately $15.96 M.
As of the Q4 2025 filing, Microsoft Corporation (MSFT) represents approximately 4.29% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in Microsoft Corporation (MSFT) was 651,750 shares, as reported at the end of Q3 2013.