Calamos Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.78M Buy
+4,800
New +$1.94M 0.05% 156

Other funds holding MSFT

Calamos Wealth Management's MSFT Position: Q2 2026 in Review

Calamos Wealth Management reduced its Microsoft (MSFT) stake by 3.1% in Q2 2026, selling an estimated $3.63M and leaving 283,321 shares worth $106M. The position accounts for 3.19% of the portfolio, ranked #6.

Calamos Wealth Management first reported a position in MSFT in Q4 2013 and has held it in 51 quarters since. The position peaked at $138M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Calamos Wealth Management held 283,321 shares of Microsoft worth $106M as of Q2 2026.
  • Calamos Wealth Management sold 8,968 Microsoft shares in Q2 2026, an estimated $3.63M.
  • Microsoft made up 3.19% of Calamos Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Calamos Wealth Management first reported a position in Microsoft in Q4 2013 and has held it in 51 quarters since.
  • Calamos Wealth Management's Microsoft position peaked at $138M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.