Birch Capital Management’s Microsoft MSFT Stock Holding History

Birch Capital 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	$11.9M	Buy	31,984 +374	+1%	+$151K	5.83%	3
2026 Q1	$11.7M	Sell	31,610 -191	-0.6%	-$79.9K	6.13%	3
2025 Q4	$15.4M	Buy	31,801 +3	+0%	+$1.5K	7.67%	2
2025 Q3	$16.5M	Sell	31,798 -978	-3%	-$499K	8.4%	2
2025 Q2	$16.3M	Hold	32,776	–	–	8.35%	1
2025 Q1	$12.3M	Sell	32,776 -687	-2%	-$280K	6.4%	3
2024 Q4	$14.1M	Buy	33,463 +2,227	+7%	+$949K	7.1%	3
2024 Q3	$13.4M	Sell	31,236 -7	-0%	-$2.99K	6.57%	4
2024 Q2	$14M	Sell	31,243 -23	-0.1%	-$9.71K	7.26%	3
2024 Q1	$13.2M	Buy	31,266 +713	+2%	+$289K	6.83%	3
2023 Q4	$11.5M	Hold	30,553	–	–	6.59%	4
2023 Q3	$9.65M	Sell	30,553 -90	-0.3%	-$29.7K	6.1%	4
2023 Q2	$10.4M	Sell	30,643 -504	-2%	-$158K	6.34%	4
2023 Q1	$8.98M	Sell	31,147 -500	-2%	-$128K	5.78%	4
2022 Q4	$7.59M	Buy	31,647 +2,575	+9%	+$618K	5.22%	4
2022 Q3	$6.77M	Sell	29,072 -1,104	-4%	-$292K	5.11%	5
2022 Q2	$7.75M	Buy	30,176 +264	+0.9%	+$71.7K	5.53%	3
2022 Q1	$9.22M	Buy	29,912 +991	+3%	+$298K	5.67%	2
2021 Q4	$9.73M	Buy	28,921 +274	+1%	+$88.8K	5.83%	2
2021 Q3	$8.08M	Buy	28,647 +1	+0%	+$291	5.48%	2
2021 Q2	$7.76M	Hold	28,646	–	–	5.27%	2
2021 Q1	$6.75M	Sell	28,646 -1,064	-4%	-$247K	4.97%	3
2020 Q4	$6.61M	Hold	29,710	–	–	5.04%	3
2020 Q3	$6.25M	Buy	29,710 +1	+0%	+$210	5.43%	3
2020 Q2	$6.05M	Hold	29,709	–	–	5.66%	2
2020 Q1	$4.68M	Buy	29,709 +1	+0%	+$164	5.39%	3
2019 Q4	$4.68M	Buy	+29,708	New	+$4.36M	4.59%	5

Other funds holding MSFT

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Birch Capital Management's MSFT Position: Q2 2026 in Review

Birch Capital Management increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $151K and bringing the position to 31,984 shares worth $11.9M. The position accounts for 5.83% of the portfolio, ranked #3.

Birch Capital Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.5M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Birch Capital Management held 31,984 shares of Microsoft worth $11.9M as of Q2 2026.
Birch Capital Management bought 374 Microsoft shares in Q2 2026, an estimated $151K.
Microsoft made up 5.83% of Birch Capital Management's portfolio in Q2 2026, its #3 holding.
Birch Capital Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
Birch Capital Management's Microsoft position peaked at $16.5M in Q3 2025.
2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.