BloombergSen’s Microsoft MSFT Stock Holding History

BloombergSen’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	$21.5M	Buy	+57,548	New	+$23.3M	1.6%	16
2026 Q1	–	Sell	-38,369	Closed	-$16.1M	–	32
2025 Q4	$18.6M	Sell	38,369 -2,962	-7%	-$1.48M	1.35%	14
2025 Q3	$21.4M	Sell	41,331 -429	-1%	-$219K	1.33%	16
2025 Q2	$20.8M	Sell	41,760 -540	-1%	-$235K	1.27%	17
2025 Q1	$15.9M	Buy	+42,300	New	+$17.2M	0.98%	17
2022 Q2	–	Sell	-69,743	Closed	-$21.5M	–	41
2022 Q1	$21.5M	Sell	69,743 -350	-0.5%	-$105K	1.15%	19
2021 Q4	$23.6M	Sell	70,093 -193	-0.3%	-$62.6K	1.12%	20
2021 Q3	$19.8M	Buy	70,286 +942	+1%	+$274K	1.02%	19
2021 Q2	$18.8M	Hold	69,344	–	–	0.99%	19
2021 Q1	$16.3M	Buy	+69,344	New	+$16.1M	0.89%	19

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

BloombergSen's MSFT Position: Q2 2026 in Review

BloombergSen opened a new position in Microsoft (MSFT) in Q2 2026: 57,548 shares worth $21.5M. The stake represents 1.6% of the portfolio and ranks #16 among its holdings. This is a return to the name: BloombergSen previously reported a position in MSFT as recently as Q4 2025.

BloombergSen first reported a position in MSFT in Q1 2021 and has held it in 10 quarters since. The position peaked at $23.6M in Q4 2021. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

BloombergSen held 57,548 shares of Microsoft worth $21.5M as of Q2 2026.
Microsoft was a new BloombergSen position in Q2 2026.
Microsoft made up 1.6% of BloombergSen's portfolio in Q2 2026, its #16 holding.
BloombergSen first reported a position in Microsoft in Q1 2021 and has held it in 10 quarters since.
BloombergSen's Microsoft position peaked at $23.6M in Q4 2021.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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