Callan Family Office’s Microsoft MSFT Stock Holding History

Callan Family Office’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	$128M	Buy	344,079 +840	+0.2%	+$340K	2.51%	4
2026 Q1	$127M	Sell	343,239 -18,438	-5%	-$7.72M	2.88%	4
2025 Q4	$175M	Buy	361,677 +70,616	+24%	+$35.4M	3.76%	2
2025 Q3	$151M	Sell	291,061 -3,680	-1%	-$1.88M	4.8%	1
2025 Q2	$147M	Buy	294,741 +172,352	+141%	+$74.8M	4.63%	1
2025 Q1	$45.9M	Sell	122,389 -48,954	-29%	-$20M	3.45%	4
2024 Q4	$72.2M	Buy	171,343 +147,786	+627%	+$62.9M	4.59%	3
2024 Q3	$10.1M	Buy	23,557 +6,438	+38%	+$2.75M	1.7%	15
2024 Q2	$7.65M	Buy	17,119 +11,323	+195%	+$4.78M	1.47%	17
2024 Q1	$2.44M	Sell	5,796 -8,188	-59%	-$3.31M	0.57%	29
2023 Q4	$5.26M	Buy	13,984 +1,305	+10%	+$464K	1.3%	15
2023 Q3	$4M	Sell	12,679 -1,873	-13%	-$619K	1.07%	20
2023 Q2	$4.96M	Sell	14,552 -7,660	-34%	-$2.4M	1.31%	15
2023 Q1	$6.4M	Buy	22,212 +14,826	+201%	+$3.78M	1.55%	13
2022 Q4	$1.77M	Buy	+7,386	New	+$1.77M	0.57%	27

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

Callan Family Office's MSFT Position: Q2 2026 in Review

Callan Family Office increased its Microsoft (MSFT) stake by 0.24% in Q2 2026, buying an estimated $340K and bringing the position to 344,079 shares worth $128M. The position accounts for 2.51% of the portfolio, ranked #4.

Callan Family Office first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $175M in Q4 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Callan Family Office held 344,079 shares of Microsoft worth $128M as of Q2 2026.
Callan Family Office bought 840 Microsoft shares in Q2 2026, an estimated $340K.
Microsoft made up 2.51% of Callan Family Office's portfolio in Q2 2026, its #4 holding.
Callan Family Office first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Callan Family Office's Microsoft position peaked at $175M in Q4 2025.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.