Brooklyn FI’s Microsoft MSFT Stock Holding History

Brooklyn FI’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	$586K	Sell	1,502 -256	-15%	-$104K	0.11%	57
2026 Q1	$651K	Sell	1,758 -74	-4%	-$31K	0.14%	55
2025 Q4	$886K	Sell	1,832 -250	-12%	-$125K	0.19%	49
2025 Q3	$1.08M	Sell	2,082 -399	-16%	-$204K	0.24%	46
2025 Q2	$1.23M	Buy	2,481 +1,327	+115%	+$576K	0.32%	43
2025 Q1	$433K	Buy	+1,154	New	+$470K	0.13%	45
2024 Q3	–	Sell	-519	Closed	-$232K	–	62
2024 Q2	$232K	Buy	+519	New	+$219K	0.09%	53

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

Brooklyn FI's MSFT Position: Q2 2026 in Review

Brooklyn FI reduced its Microsoft (MSFT) stake by 15% in Q2 2026, selling an estimated $104K and leaving 1,502 shares worth $586K. The position accounts for 0.11% of the portfolio, ranked #57.

Brooklyn FI first reported a position in MSFT in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q2 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Brooklyn FI held 1,502 shares of Microsoft worth $586K as of Q2 2026.
Brooklyn FI sold 256 Microsoft shares in Q2 2026, an estimated $104K.
Microsoft made up 0.11% of Brooklyn FI's portfolio in Q2 2026, its #57 holding.
Brooklyn FI first reported a position in Microsoft in Q2 2024 and has held it in 7 quarters since.
Brooklyn FI's Microsoft position peaked at $1.23M in Q2 2025.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Brooklyn FI's 13F filing for Q2 2026, filed 4 Aug 2026.