1248 Management’s Microsoft MSFT Stock Holding History

1248 Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.1M	Sell	37,753 -629	-2%	-$254K	5.5%	4
2026 Q1	$14.2M	Buy	38,382 +18,601	+94%	+$7.78M	6.59%	4
2025 Q4	$9.57M	Buy	19,781 +1,119	+6%	+$561K	5.12%	6
2025 Q3	$9.67M	Sell	18,662 -14,211	-43%	-$7.25M	5.45%	5
2025 Q2	$16.4M	Sell	32,873 -240	-0.7%	-$104K	6.04%	4
2025 Q1	$12.4M	Buy	33,113 +24	+0.1%	+$9.79K	5.31%	5
2024 Q4	$13.9M	Buy	+33,089	New	+$14.1M	6.01%	4

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1248 Management's MSFT Position: Q2 2026 in Review

1248 Management reduced its Microsoft (MSFT) stake by 1.6% in Q2 2026, selling an estimated $254K and leaving 37,753 shares worth $14.1M. The position accounts for 5.5% of the portfolio, ranked #4.

1248 Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.4M in Q2 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

1248 Management held 37,753 shares of Microsoft worth $14.1M as of Q2 2026.
1248 Management sold 629 Microsoft shares in Q2 2026, an estimated $254K.
Microsoft made up 5.5% of 1248 Management's portfolio in Q2 2026, its #4 holding.
1248 Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
1248 Management's Microsoft position peaked at $16.4M in Q2 2025.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 1248 Management's 13F filing for Q2 2026, filed 13 Aug 2026.