Burkett Asset Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Burkett Asset Management's MSFT Position: Q2 2026 in Review
Burkett Asset Management increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $122K and bringing the position to 3,330 shares worth $1.24M. The position accounts for 1.16% of the portfolio, ranked #26.
Burkett Asset Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Burkett Asset Management held 3,330 shares of Microsoft worth $1.24M as of Q2 2026.
- Burkett Asset Management bought 302 Microsoft shares in Q2 2026, an estimated $122K.
- Microsoft made up 1.16% of Burkett Asset Management's portfolio in Q2 2026, its #26 holding.
- Burkett Asset Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
- Burkett Asset Management's Microsoft position peaked at $1.25M in Q4 2025.
- 6,209 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Burkett Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.