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Alley Investment Management Company’s Microsoft MSFT Stock Holding History

Alley Investment Management Company’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 		$24.7M Sell
66,114
-620
-0.9% -$251K 2.88% 6
2026
Q1 		$24.7M Buy
66,734
+4,686
+8% +$1.96M 3.01% 6
2025
Q4 		$30M Buy
62,048
+12
+0% +$6.01K 3.51% 4
2025
Q3 		$32.1M Buy
62,036
+632
+1% +$322K 3.73% 2
2025
Q2 		$30.5M Sell
61,404
-317
-0.5% -$138K 3.7% 2
2025
Q1 		$23.2M Buy
61,721
+225
+0.4% +$91.7K 2.91% 7
2024
Q4 		$25.9M Buy
61,496
+1,023
+2% +$436K 3.28% 4
2024
Q3 		$26M Buy
60,473
+267
+0.4% +$114K 3.3% 4
2024
Q2 		$26.9M Sell
60,206
-2,153
-3% -$909K 3.68% 2
2024
Q1 		$26.2M Sell
62,359
-650
-1% -$263K 3.61% 2
2023
Q4 		$23.7M Buy
63,009
+2,788
+5% +$992K 3.46% 2
2023
Q3 		$19M Sell
60,221
-206
-0.3% -$68.1K 3.23% 2
2023
Q2 		$20.6M Sell
60,427
-433
-0.7% -$136K 3.32% 2
2023
Q1 		$17.5M Buy
60,860
+2,325
+4% +$593K 2.93% 3
2022
Q4 		$14M Sell
58,535
-627
-1% -$150K 2.41% 15
2022
Q3 		$13.8M Buy
59,162
+89
+0.2% +$23.5K 2.75% 7
2022
Q2 		$15.2M Buy
59,073
+467
+0.8% +$127K 2.86% 6
2022
Q1 		$18.1M Buy
+58,606
New +$17.6M 2.98% 6

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Alley Investment Management Company's MSFT Position: Q2 2026 in Review

Alley Investment Management Company reduced its Microsoft (MSFT) stake by 0.93% in Q2 2026, selling an estimated $251K and leaving 66,114 shares worth $24.7M. The position accounts for 2.88% of the portfolio, ranked #6.

Alley Investment Management Company first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $32.1M in Q3 2025. 3,848 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Alley Investment Management Company held 66,114 shares of Microsoft worth $24.7M as of Q2 2026.
  • Alley Investment Management Company sold 620 Microsoft shares in Q2 2026, an estimated $251K.
  • Microsoft made up 2.88% of Alley Investment Management Company's portfolio in Q2 2026, its #6 holding.
  • Alley Investment Management Company first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
  • Alley Investment Management Company's Microsoft position peaked at $32.1M in Q3 2025.
  • 3,848 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.