Ackerman Asset Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$424K Buy
1,136
+50
+5% +$20.2K 0.25% 22
2026
Q1
$402K Buy
1,086
+515
+90% +$215K 0.28% 21
2025
Q4
$276K Buy
+571
New +$286K 0.18% 24

Other funds holding MSFT

Ackerman Asset Management's MSFT Position: Q2 2026 in Review

Ackerman Asset Management increased its Microsoft (MSFT) stake by 4.6% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,136 shares worth $424K. The position accounts for 0.25% of the portfolio, ranked #22.

Ackerman Asset Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ackerman Asset Management held 1,136 shares of Microsoft worth $424K as of Q2 2026.
  • Ackerman Asset Management bought 50 Microsoft shares in Q2 2026, an estimated $20.2K.
  • Microsoft made up 0.25% of Ackerman Asset Management's portfolio in Q2 2026, its #22 holding.
  • Ackerman Asset Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ackerman Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.