BIM
MSFT icon

Baldwin Investment Management’s Microsoft MSFT Stock Holding History

Baldwin 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 		$16.6M Buy
44,413
+11,439
+35% +$4.63M 1.6% 7
2026
Q1 		$12.2M Buy
32,974
+563
+2% +$236K 1.43% 7
2025
Q4 		$15.7M Sell
32,411
-277
-0.8% -$139K 1.77% 6
2025
Q3 		$16.9M Sell
32,688
-40
-0.1% -$20.4K 1.94% 5
2025
Q2 		$16.3M Sell
32,728
-242
-0.7% -$105K 1.97% 4
2025
Q1 		$12.4M Buy
32,970
+2,240
+7% +$913K 1.49% 5
2024
Q4 		$13M Sell
30,730
-10,099
-25% -$4.3M 1.69% 5
2024
Q3 		$17.6M Buy
40,829
+1,003
+3% +$429K 2.2% 2
2024
Q2 		$17.8M Buy
39,826
+333
+0.8% +$141K 2.44% 2
2024
Q1 		$16.6M Sell
39,493
-1
-0% -$405 2.25% 2
2023
Q4 		$14.9M Buy
39,494
+1,250
+3% +$445K 2.32% 2
2023
Q3 		$12.1M Buy
38,244
+372
+1% +$123K 2.02% 2
2023
Q2 		$12.9M Sell
37,872
-395
-1% -$124K 2.12% 3
2023
Q1 		$11M Sell
38,267
-189
-0.5% -$48.2K 1.96% 3
2022
Q4 		$9.22M Buy
38,456
+195
+0.5% +$46.8K 1.67% 3
2022
Q3 		$8.91K Sell
38,261
-543
-1% -$143K 1.81% 3
2022
Q2 		$9.97K Sell
38,804
-1,349
-3% -$366K 1.89% 3
2022
Q1 		$12.4K Sell
40,153
-1,402
-3% -$422K 1.87% 3
2021
Q4 		$14K Sell
41,555
-582
-1% -$189K 2.18% 3
2021
Q3 		$11.9M Buy
42,137
+72
+0.2% +$20.9K 2.07% 3
2021
Q2 		$11.4M Sell
42,065
-882
-2% -$224K 1.94% 3
2021
Q1 		$10.1M Sell
42,947
-44
-0.1% -$10.2K 1.85% 3
2020
Q4 		$9.56M Buy
42,991
+2,219
+5% +$477K 1.89% 3
2020
Q3 		$8.58M Buy
40,772
+12,307
+43% +$2.58M 2.01% 3
2020
Q2 		$5.79M Buy
28,465
+275
+1% +$49.9K 1.82% 3
2020
Q1 		$4.45M Sell
28,190
-175
-0.6% -$28.8K 1.53% 3
2019
Q4 		$4.47M Sell
28,365
-200
-0.7% -$29.4K 1.2% 3
2019
Q3 		$3.97M Buy
28,565
+303
+1% +$41.7K 1.16% 3
2019
Q2 		$3.79M Sell
28,262
-190
-0.7% -$24.1K 1.09% 3
2019
Q1 		$3.36M Sell
28,452
-500
-2% -$54.6K 1.01% 3
2018
Q4 		$2.94M Sell
28,952
-200
-0.7% -$21.4K 0.93% 5
2018
Q3 		$3.33M Sell
29,152
-400
-1% -$43.4K 0.95% 4
2018
Q2 		$2.91M Buy
29,552
+25,050
+556% +$2.43M 0.92% 7
2018
Q1 		$411K Sell
4,502
-300
-6% -$27.4K 0.15% 79
2017
Q4 		$411K Sell
4,802
-150
-3% -$12.3K 0.15% 81
2017
Q3 		$369K Buy
4,952
+225
+5% +$16.4K 0.14% 87
2017
Q2 		$326K Sell
4,727
-5,723
-55% -$393K 0.13% 91
2017
Q1 		$688K Hold
10,450
– – 0.27% 62
2016
Q4 		$649K Sell
10,450
-400
-4% -$24.1K 0.26% 61
2016
Q3 		$625K Sell
10,850
-600
-5% -$33.9K 0.27% 58
2016
Q2 		$586K Hold
11,450
– – 0.25% 61
2016
Q1 		$632K Buy
11,450
+2,438
+27% +$128K 0.27% 56
2015
Q4 		$500K Buy
9,012
+12
+0.1% +$631 0.22% 68
2015
Q3 		$398K Hold
9,000
– – 0.18% 88
2015
Q2 		$397K Buy
9,000
+600
+7% +$27.4K 0.16% 94
2015
Q1 		$342K Buy
8,400
+1,900
+29% +$82.7K 0.14% 104
2014
Q4 		$302K Sell
6,500
-200
-3% -$9.39K 0.12% 110
2014
Q3 		$311K Hold
6,700
– – 0.13% 106
2014
Q2 		$279K Buy
6,700
+400
+6% +$16.2K 0.12% 114
2014
Q1 		$258K Sell
6,300
-5,200
-45% -$195K 0.11% 115
2013
Q4 		$430K Hold
11,500
– – 0.19% 88
2013
Q3 		$383K Sell
11,500
-50
-0.4% -$1.65K 0.18% 89
2013
Q2 		$399K Buy
+11,550
New +$378K 0.2% 84

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Baldwin Investment Management increased its Microsoft (MSFT) stake by 35% in Q2 2026, buying an estimated $4.63M and bringing the position to 44,413 shares worth $16.6M. The position accounts for 1.6% of the portfolio, ranked #7.

Baldwin Investment Management first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.8M in Q2 2024. 2,445 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Baldwin Investment Management held 44,413 shares of Microsoft worth $16.6M as of Q2 2026.
  • Baldwin Investment Management bought 11,439 Microsoft shares in Q2 2026, an estimated $4.63M.
  • Microsoft made up 1.6% of Baldwin Investment Management's portfolio in Q2 2026, its #7 holding.
  • Baldwin Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Investment Management's Microsoft position peaked at $17.8M in Q2 2024.
  • 2,445 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.