Bard Associates’s Microsoft MSFT Stock Holding History

Bard Associates’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	$37.3K	Buy	100 +91	+1,011%	+$36.8K	0.01%	184
2026 Q1	$3.33K	Buy	+9	New	+$3.77K	﹤0.01%	253

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

Bard Associates's MSFT Position: Q2 2026 in Review

Bard Associates increased its Microsoft (MSFT) stake by 1,011% in Q2 2026, buying an estimated $36.8K and bringing the position to 100 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #184.

Bard Associates first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Bard Associates held 100 shares of Microsoft worth $37.3K as of Q2 2026.
Bard Associates bought 91 Microsoft shares in Q2 2026, an estimated $36.8K.
Microsoft made up 0.01% of Bard Associates's portfolio in Q2 2026, its #184 holding.
Bard Associates first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.