Barlow Wealth Partners’s Microsoft MSFT Stock Holding History

Barlow Wealth Partners’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	$39M	Buy	101,834 +640	+0.6%	+$259K	4.22%	3
2026 Q1	$42.8M	Buy	101,194 +1,890	+2%	+$791K	4.75%	3
2025 Q4	$47.6M	Buy	99,304 +1,048	+1%	+$525K	5.14%	2
2025 Q3	$51.1M	Buy	98,256 +1,344	+1%	+$686K	5.69%	2
2025 Q2	$47.6M	Buy	96,912 +1,159	+1%	+$503K	5.7%	1
2025 Q1	$37.5M	Buy	95,753 +2,126	+2%	+$867K	4.93%	2
2024 Q4	$39.9M	Buy	93,627 +1,499	+2%	+$638K	5.05%	2
2024 Q3	$37.7M	Buy	92,128 +1,343	+1%	+$574K	4.93%	2
2024 Q2	$38.9M	Buy	90,785 +701	+0.8%	+$296K	5.39%	2
2024 Q1	$38M	Sell	90,084 -5,775	-6%	-$2.34M	5.17%	2
2023 Q4	$36M	Buy	+95,859	New	+$34.1M	5.12%	2

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Barlow Wealth Partners's MSFT Position: Q2 2026 in Review

Barlow Wealth Partners increased its Microsoft (MSFT) stake by 0.63% in Q2 2026, buying an estimated $259K and bringing the position to 101,834 shares worth $39M. The position accounts for 4.22% of the portfolio, ranked #3.

Barlow Wealth Partners first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.1M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Barlow Wealth Partners held 101,834 shares of Microsoft worth $39M as of Q2 2026.
Barlow Wealth Partners bought 640 Microsoft shares in Q2 2026, an estimated $259K.
Microsoft made up 4.22% of Barlow Wealth Partners's portfolio in Q2 2026, its #3 holding.
Barlow Wealth Partners first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Microsoft position peaked at $51.1M in Q3 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.