Beckerman Institutional’s Microsoft MSFT Stock Holding History

Beckerman Institutional’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	$1.26M	Buy	3,368 +117	+4%	+$47.3K	0.6%	43
2026 Q1	$1.2M	Buy	3,251 +322	+11%	+$135K	0.64%	40
2025 Q4	$1.42M	Buy	2,929 +1	+0%	+$501	0.8%	36
2025 Q3	$1.52M	Buy	2,928 +992	+51%	+$506K	0.89%	35
2025 Q2	$963K	Buy	1,936 +42	+2%	+$18.2K	0.64%	40
2025 Q1	$711K	Sell	1,894 -57	-3%	-$23.2K	0.51%	51
2024 Q4	$822K	Buy	1,951 +174	+10%	+$74.1K	0.66%	42
2024 Q3	$765K	Buy	+1,777	New	+$760K	0.64%	44

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

Beckerman Institutional's MSFT Position: Q2 2026 in Review

Beckerman Institutional increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $47.3K and bringing the position to 3,368 shares worth $1.26M. The position accounts for 0.6% of the portfolio, ranked #43.

Beckerman Institutional first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.52M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Beckerman Institutional held 3,368 shares of Microsoft worth $1.26M as of Q2 2026.
Beckerman Institutional bought 117 Microsoft shares in Q2 2026, an estimated $47.3K.
Microsoft made up 0.6% of Beckerman Institutional's portfolio in Q2 2026, its #43 holding.
Beckerman Institutional first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's Microsoft position peaked at $1.52M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.