AIM
MSFT icon

Access Investment Management’s Microsoft MSFT Stock Holding History

Access Investment 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 		$153K Hold
410
– – 0.04% 79
2026
Q1 		$152K Sell
410
-49
-11% -$20.5K 0.04% 85
2025
Q4 		$238K Hold
459
– – 0.06% 75
2025
Q3 		$238K Sell
459
-190
-29% -$96.9K 0.06% 75
2025
Q2 		$323K Buy
+649
New +$282K 0.09% 67
2024
Q4 		$249K Hold
590
– – 0.07% 73
2024
Q3 		$254K Sell
590
-60
-9% -$25.6K 0.08% 73
2024
Q2 		$291K Hold
650
– – 0.09% 71
2024
Q1 		$273K Buy
+650
New +$263K 0.09% 75

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Access Investment Management's MSFT Position: Q2 2026 in Review

Access Investment Management held its Microsoft (MSFT) position steady in Q2 2026 at 410 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #79.

Access Investment Management first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $323K in Q2 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Access Investment Management held 410 shares of Microsoft worth $153K as of Q2 2026.
  • Access Investment Management left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.04% of Access Investment Management's portfolio in Q2 2026, its #79 holding.
  • Access Investment Management first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
  • Access Investment Management's Microsoft position peaked at $323K in Q2 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.