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Blue Whale Capital’s Microsoft MSFT Stock Holding History

Blue Whale Capital’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
2025
Q2 		– Sell
-21,493
Closed -$8.07M – 23
2025
Q1 		$8.07M Sell
21,493
-45,850
-68% -$18.7M 0.65% 21
2024
Q4 		$28.4M Sell
67,343
-68,264
-50% -$29.1M 2.11% 17
2024
Q3 		$58.4M Sell
135,607
-82,407
-38% -$35.2M 4.54% 11
2024
Q2 		$97.4M Sell
218,014
-250
-0.1% -$106K 9.29% 3
2024
Q1 		$91.8M Sell
218,264
-43,750
-17% -$17.7M 9.69% 3
2023
Q4 		$98.5M Hold
262,014
– – 12.64% 2
2023
Q3 		$82.7M Buy
262,014
+1,000
+0.4% +$330K 13.32% 2
2023
Q2 		$88.9M Buy
261,014
+62,750
+32% +$19.7M 13.65% 2
2023
Q1 		$57.2M Sell
198,264
-39,000
-16% -$9.95M 9.45% 5
2022
Q4 		$56.9M Sell
237,264
-96,000
-29% -$23M 9.7% 2
2022
Q3 		$77.6M Sell
333,264
-59,500
-15% -$15.7M 13.88% 1
2022
Q2 		$101M Sell
392,764
-42,166
-10% -$11.4M 14.83% 1
2022
Q1 		$134M Buy
434,930
+12,750
+3% +$3.84M 12.89% 2
2021
Q4 		$142M Buy
422,180
+31,950
+8% +$10.4M 11.56% 1
2021
Q3 		$110M Buy
390,230
+18,100
+5% +$5.27M 10.44% 1
2021
Q2 		$101M Sell
372,130
-11,000
-3% -$2.8M 11.45% 1
2021
Q1 		$90.3M Buy
383,130
+15,550
+4% +$3.61M 11.92% 1
2020
Q4 		$81.8M Buy
367,580
+110,100
+43% +$23.7M 11.64% 1
2020
Q3 		$54.2M Buy
257,480
+50,800
+25% +$10.7M 10.46% 2
2020
Q2 		$42.1M Buy
206,680
+21,400
+12% +$3.88M 11.36% 1
2020
Q1 		$29.2M Buy
185,280
+31,050
+20% +$5.11M 12.89% 1
2019
Q4 		$24.3M Buy
+154,230
New +$22.7M 12.19% 1

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blue Whale Capital's MSFT Position: Q2 2025 in Review

Blue Whale Capital sold out of Microsoft (MSFT) in Q2 2025, closing a stake of 21,493 shares — an estimated $8.07M sold.

Blue Whale Capital first reported a position in MSFT in Q4 2019 and held it in 22 quarters. The position peaked at $142M in Q4 2021. 5,815 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Blue Whale Capital reported no remaining Microsoft position as of Q2 2025 after selling out during the quarter.
  • Blue Whale Capital sold 21,493 Microsoft shares in Q2 2025, an estimated $8.07M.
  • Blue Whale Capital first reported a position in Microsoft in Q4 2019 and held it in 22 quarters.
  • Blue Whale Capital's Microsoft position peaked at $142M in Q4 2021.
  • 5,815 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Blue Whale Capital's 13F filing for Q2 2025, filed 13 Aug 2025.