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Birchbrook’s Microsoft MSFT Stock Holding History

Birchbrook’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 		$2.94M Buy
7,876
+769
+11% +$311K 1.38% 16
2026
Q1 		$2.63M Sell
7,107
-200
-3% -$83.7K 1.29% 16
2025
Q4 		$3.53M Buy
7,307
+945
+15% +$474K 1.76% 13
2025
Q3 		$3.3M Sell
6,362
-30
-0.5% -$15.3K 1.7% 11
2025
Q2 		$3.18M Buy
6,392
+66
+1% +$28.7K 1.7% 11
2025
Q1 		$2.37M Buy
6,326
+23
+0.4% +$9.38K 1.33% 15
2024
Q4 		$2.66M Sell
6,303
-45
-0.7% -$19.2K 1.51% 15
2024
Q3 		$2.73M Buy
6,348
+45
+0.7% +$19.2K 1.51% 14
2024
Q2 		$2.82M Sell
6,303
-89
-1% -$37.6K 1.69% 10
2024
Q1 		$2.69M Sell
6,392
-296
-4% -$120K 1.6% 11
2023
Q4 		$2.52M Buy
+6,688
New +$2.38M 1.66% 11

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Birchbrook's MSFT Position: Q2 2026 in Review

Birchbrook increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $311K and bringing the position to 7,876 shares worth $2.94M. The position accounts for 1.38% of the portfolio, ranked #16.

Birchbrook first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.53M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Birchbrook held 7,876 shares of Microsoft worth $2.94M as of Q2 2026.
  • Birchbrook bought 769 Microsoft shares in Q2 2026, an estimated $311K.
  • Microsoft made up 1.38% of Birchbrook's portfolio in Q2 2026, its #16 holding.
  • Birchbrook first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Microsoft position peaked at $3.53M in Q4 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.