CJ
MSFT icon

Caitlin John’s Microsoft MSFT Stock Holding History

Caitlin John’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 		$906K Sell
2,428
-1,273
-34% -$515K 0.49% 47
2026
Q1 		$1.37M Sell
3,701
-113
-3% -$47.3K 0.82% 18
2025
Q4 		$1.84M Buy
3,814
+1,956
+105% +$980K 1.21% 14
2025
Q3 		$963K Buy
1,858
+26
+1% +$13.3K 0.67% 51
2025
Q2 		$912K Sell
1,832
-295
-14% -$128K 0.83% 51
2025
Q1 		$798K Sell
2,127
-209
-9% -$85.2K 0.78% 30
2024
Q4 		$985K Sell
2,336
-3
-0.1% -$1.28K 0.65% 51
2024
Q3 		$995K Sell
2,339
-2,091
-47% -$894K 0.62% 52
2024
Q2 		$1.98M Buy
4,430
+276
+7% +$117K 1.42% 11
2024
Q1 		$1.75M Buy
4,154
+446
+12% +$181K 1.3% 11
2023
Q4 		$1.39M Buy
+3,708
New +$1.32M 1.14% 18

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

Caitlin John's MSFT Position: Q2 2026 in Review

Caitlin John reduced its Microsoft (MSFT) stake by 34% in Q2 2026, selling an estimated $515K and leaving 2,428 shares worth $906K. The position accounts for 0.49% of the portfolio, ranked #47.

Caitlin John first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Caitlin John held 2,428 shares of Microsoft worth $906K as of Q2 2026.
  • Caitlin John sold 1,273 Microsoft shares in Q2 2026, an estimated $515K.
  • Microsoft made up 0.49% of Caitlin John's portfolio in Q2 2026, its #47 holding.
  • Caitlin John first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Caitlin John's Microsoft position peaked at $1.98M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.