Caldwell Investment Management’s Microsoft MSFT Stock Holding History

Caldwell Investment Management’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	–	Sell	-4,500	Closed	-$1.62M	–	54
2026 Q1	$1.62M	Buy	+4,500	New	+$1.88M	0.63%	28

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

Caldwell Investment Management's MSFT Position: Q2 2026 in Review

Caldwell Investment Management sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 4,500 shares — an estimated $1.62M sold.

Caldwell Investment Management first reported a position in MSFT in Q1 2026 and held it in 1 quarter. The position peaked at $1.62M in Q1 2026. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Caldwell Investment Management reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Caldwell Investment Management sold 4,500 Microsoft shares in Q2 2026, an estimated $1.62M.
Caldwell Investment Management first reported a position in Microsoft in Q1 2026 and held it in 1 quarter.
Caldwell Investment Management's Microsoft position peaked at $1.62M in Q1 2026.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.