Allie Family Office’s Microsoft MSFT Stock Holding History

Allie Family Office’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	$1.68M	Buy	4,508 +275	+6%	+$111K	0.62%	29
2026 Q1	$1.57M	Buy	4,233 +2,422	+134%	+$1.01M	0.68%	25
2025 Q4	$876K	Hold	1,811	–	–	0.41%	38
2025 Q3	$937K	Hold	1,811	–	–	0.44%	38
2025 Q2	$904K	Sell	1,811 -850	-32%	-$369K	0.45%	37
2025 Q1	$999K	Hold	2,661	–	–	0.55%	29
2024 Q4	$1.12M	Buy	2,661 +371	+16%	+$158K	0.62%	26
2024 Q3	$985K	Buy	2,290 +325	+17%	+$139K	0.53%	30
2024 Q2	$878K	Buy	+1,965	New	+$830K	0.53%	31

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

Allie Family Office's MSFT Position: Q2 2026 in Review

Allie Family Office increased its Microsoft (MSFT) stake by 6.5% in Q2 2026, buying an estimated $111K and bringing the position to 4,508 shares worth $1.68M. The position accounts for 0.62% of the portfolio, ranked #29.

Allie Family Office first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Allie Family Office held 4,508 shares of Microsoft worth $1.68M as of Q2 2026.
Allie Family Office bought 275 Microsoft shares in Q2 2026, an estimated $111K.
Microsoft made up 0.62% of Allie Family Office's portfolio in Q2 2026, its #29 holding.
Allie Family Office first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.