Boit C.F. David’s Microsoft MSFT Stock Holding History

Boit C.F. David’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	$12.2M	Hold	32,604	–	–	5.12%	4
2026 Q1	$12.1M	Buy	32,604 +800	+3%	+$335K	5.36%	3
2025 Q4	$15.2M	Hold	31,804	–	–	6.59%	2
2025 Q3	$16.5M	Hold	31,804	–	–	7.45%	1
2025 Q2	$15.8M	Hold	31,804	–	–	7.61%	1
2025 Q1	$11.9M	Hold	31,804	–	–	5.99%	2
2024 Q4	$13.4M	Buy	31,804 +100	+0.3%	+$42.6K	5.45%	3
2024 Q3	$13.2M	Hold	31,704	–	–	6.55%	2
2024 Q2	$14.2M	Hold	31,704	–	–	7.38%	1
2024 Q1	$12.5M	Sell	31,704 -1,000	-3%	-$405K	6.84%	2
2023 Q4	$12.1M	Buy	32,704 +1,500	+5%	+$534K	6.85%	2
2023 Q3	$10M	Hold	31,204	–	–	6.87%	3
2023 Q2	$10.6M	Hold	31,204	–	–	7.05%	3
2023 Q1	$9M	Hold	31,204	–	–	6.15%	3
2022 Q4	$7.48M	Buy	31,204 +44	+0.1%	+$10.6K	5.33%	4
2022 Q3	$7.26M	Buy	+31,160	New	+$8.23M	5.9%	3
2022 Q1	$9.61M	Sell	31,160 -1,100	-3%	-$331K	6.31%	2
2021 Q4	$10.8M	Hold	32,260	–	–	6.89%	1
2021 Q3	$9.33M	Buy	32,260 +3,250	+11%	+$946K	6.4%	2
2021 Q2	$7.86M	Buy	+29,010	New	+$7.37M	5.98%	2

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

Boit C.F. David's MSFT Position: Q2 2026 in Review

Boit C.F. David held its Microsoft (MSFT) position steady in Q2 2026 at 32,604 shares worth $12.2M. The position accounts for 5.12% of the portfolio, ranked #4.

Boit C.F. David first reported a position in MSFT in Q2 2021 and has held it in 20 quarters since. The position peaked at $16.5M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Boit C.F. David held 32,604 shares of Microsoft worth $12.2M as of Q2 2026.
Boit C.F. David left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 5.12% of Boit C.F. David's portfolio in Q2 2026, its #4 holding.
Boit C.F. David first reported a position in Microsoft in Q2 2021 and has held it in 20 quarters since.
Boit C.F. David's Microsoft position peaked at $16.5M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.