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Anchor Investment Management’s Microsoft MSFT Stock Holding History

Anchor 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
2022
Q4 		– Sell
-200
Closed -$47 – 969
2022
Q3 		$47 Hold
200
– – ﹤0.01% 973
2022
Q2 		$51 Hold
200
– – ﹤0.01% 963
2022
Q1 		$62 Sell
200
-100
-33% -$30.1K ﹤0.01% 981
2021
Q4 		$101 Buy
+300
New +$97.3K ﹤0.01% 995

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

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

Anchor Investment Management increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $1.51M and bringing the position to 105,520 shares worth $39.4M. The position accounts for 2.96% of the portfolio, ranked #1.

Anchor Investment Management first reported a position in MSFT in Q1 2016 and has held it in 42 quarters since. The position peaked at $53.4M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Anchor Investment Management held 105,520 shares of Microsoft worth $39.4M as of Q2 2026.
  • Anchor Investment Management bought 3,733 Microsoft shares in Q2 2026, an estimated $1.51M.
  • Microsoft made up 2.96% of Anchor Investment Management's portfolio in Q2 2026, its #1 holding.
  • Anchor Investment Management first reported a position in Microsoft in Q1 2016 and has held it in 42 quarters since.
  • Anchor Investment Management's Microsoft position peaked at $53.4M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.