Ronald Muhlenkamp's MSFT Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 32.3K shares of Microsoft Corporation (MSFT) worth $16.75 M, representing 4.55% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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 100.1K shares. Largest reduction occurred in Q3 2014, reducing 192.4K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +650,436 | Add 0.00% | 650,435 | $34.54 |
| Q3 2013 | +1,315 | Add 0.20% | 651,750 | $33.28 |
| Q4 2013 | -85,685 | Reduce 13.15% | 566,065 | $37.41 |
| Q1 2014 | -175,370 | Reduce 30.98% | 390,695 | $40.99 |
| Q2 2014 | +1,880 | Add 0.48% | 392,575 | $41.70 |
| Q3 2014 | -192,385 | Reduce 49.01% | 200,190 | $46.36 |
| Q4 2014 | -9,875 | Reduce 4.93% | 190,315 | $46.45 |
| Q1 2015 | +100,070 | Add 52.58% | 290,385 | $40.66 |
| Q2 2015 | +170 | Add 0.06% | 290,555 | $44.15 |
| Q3 2015 | +120 | Add 0.04% | 290,675 | $44.26 |
| Q4 2015 | -2,062 | Reduce 0.71% | 288,613 | $55.48 |
| Q1 2016 | -51,950 | Reduce 18.00% | 236,663 | $55.23 |
| Q2 2016 | -1,125 | Reduce 0.48% | 235,538 | $51.17 |
| Q3 2016 | -800 | Reduce 0.34% | 234,738 | $57.60 |
| Q4 2016 | -1,725 | Reduce 0.73% | 233,013 | $62.14 |
| Q1 2017 | -475 | Reduce 0.20% | 232,538 | $65.86 |
| Q2 2017 | -150 | Reduce 0.06% | 232,388 | $68.93 |
| Q3 2017 | -975 | Reduce 0.42% | 231,413 | $74.49 |
| Q4 2017 | -2,551 | Reduce 1.10% | 228,862 | $85.54 |
| Q1 2018 | -66,041 | Reduce 28.86% | 162,821 | $91.27 |
| Q3 2018 | -719 | Reduce 0.44% | 162,102 | $114.37 |
| Q1 2019 | +126,477 | Add 0.00% | 126,476 | $117.94 |
| Q2 2019 | -733 | Reduce 0.58% | 125,743 | $133.96 |
| Q3 2019 | -15,015 | Reduce 11.94% | 110,728 | $139.03 |
| Q4 2019 | -9,106 | Reduce 8.22% | 101,622 | $157.70 |
| Q2 2020 | +82,498 | Add 0.00% | 82,497 | $203.51 |
| Q3 2020 | -38,052 | Reduce 46.13% | 44,445 | $210.33 |
| Q4 2020 | +250 | Add 0.56% | 44,695 | $222.42 |
| Q1 2021 | +6 | Add 0.01% | 44,701 | $293.08 |
| Q2 2021 | +75 | Add 0.17% | 44,776 | $270.90 |
| Q3 2021 | -75 | Reduce 0.17% | 44,701 | $281.92 |
| Q4 2021 | -26 | Reduce 0.06% | 44,675 | $336.32 |
| Q1 2022 | -13,360 | Reduce 29.90% | 31,315 | $308.32 |
| Q2 2022 | -74 | Reduce 0.24% | 31,241 | $256.84 |
| Q3 2022 | +44 | Add 0.14% | 31,285 | $232.89 |
| Q4 2022 | -21 | Reduce 0.07% | 31,264 | $239.82 |
| Q2 2023 | +30,893 | Add 0.00% | 30,892 | $340.54 |
| Q3 2023 | +336 | Add 1.09% | 31,228 | $315.75 |
| Q4 2023 | -300 | Reduce 0.96% | 30,928 | $376.04 |
| Q1 2024 | +935 | Add 3.02% | 31,863 | $420.72 |
| Q2 2024 | +82 | Add 0.26% | 31,945 | $446.95 |
| Q3 2024 | +13 | Add 0.04% | 31,958 | $430.30 |
| Q4 2024 | +80 | Add 0.25% | 32,038 | $421.51 |
| Q1 2025 | +203 | Add 0.63% | 32,241 | $375.39 |
| Q2 2025 | +70 | Add 0.22% | 32,311 | $497.41 |
| Q3 2025 | +36 | Add 0.11% | 32,347 | $517.95 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp's largest addition to Microsoft Corporation (MSFT) was in Q2 2013, adding 650,435 shares worth $22.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 32,347 shares of Microsoft Corporation (MSFT), valued at approximately $16.75 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 4.55% of Ronald Muhlenkamp'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.
Ronald Muhlenkamp's peak holding in Microsoft Corporation (MSFT) was 651,750 shares, as reported at the end of Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.