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Burnham & Co’s Microsoft MSFT Stock Holding History

Burnham & Co’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 		$5.37M Buy
+14,386
New +$5.82M 4.33% 6

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burnham & Co's MSFT Position: Q2 2026 in Review

Burnham & Co opened a new position in Microsoft (MSFT) in Q2 2026: 14,386 shares worth $5.37M. The stake represents 4.33% of the portfolio and ranks #6 among its holdings.

6,130 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Burnham & Co held 14,386 shares of Microsoft worth $5.37M as of Q2 2026.
  • Microsoft was a new Burnham & Co position in Q2 2026.
  • Microsoft made up 4.33% of Burnham & Co's portfolio in Q2 2026, its #6 holding.
  • 6,130 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Burnham & Co's 13F filing for Q2 2026, filed 11 Aug 2026.