Blalock Williams’s Microsoft MSFT Stock Holding History

Blalock Williams’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	$2.23M	Buy	5,968 +424	+8%	+$172K	1.44%	16
2026 Q1	$2.05M	Sell	5,544 -298	-5%	-$125K	1.59%	16
2025 Q4	$2.83M	Sell	5,842 -544	-9%	-$273K	2.26%	12
2025 Q3	$3.31M	Buy	6,386 +519	+9%	+$265K	2.9%	6
2025 Q2	$2.92M	Buy	5,867 +988	+20%	+$429K	2.92%	8
2025 Q1	$1.83M	Buy	4,879 +233	+5%	+$95K	2.05%	11
2024 Q4	$1.96M	Buy	+4,646	New	+$1.98M	2.28%	10

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 $3.38T AUM 44.17% 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

Blalock Williams's MSFT Position: Q2 2026 in Review

Blalock Williams increased its Microsoft (MSFT) stake by 7.6% in Q2 2026, buying an estimated $172K and bringing the position to 5,968 shares worth $2.23M. The position accounts for 1.44% of the portfolio, ranked #16.

Blalock Williams first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q3 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Blalock Williams held 5,968 shares of Microsoft worth $2.23M as of Q2 2026.
Blalock Williams bought 424 Microsoft shares in Q2 2026, an estimated $172K.
Microsoft made up 1.44% of Blalock Williams's portfolio in Q2 2026, its #16 holding.
Blalock Williams first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Blalock Williams's Microsoft position peaked at $3.31M in Q3 2025.
6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.