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Coleford Investment Management’s Microsoft MSFT Stock Holding History

Coleford 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 		$27.3M Buy
73,071
+335
+0.5% +$136K 5.94% 6
2026
Q1 		$26.9M Buy
72,736
+1,280
+2% +$536K 6.6% 5
2025
Q4 		$34.6M Sell
71,456
-1,630
-2% -$817K 8.41% 3
2025
Q3 		$37.9M Sell
73,086
-175
-0.2% -$89.3K 9.09% 1
2025
Q2 		$36.4M Sell
73,261
-310
-0.4% -$135K 9.41% 1
2025
Q1 		$27.6M Sell
73,571
-1,312
-2% -$535K 7.75% 2
2024
Q4 		$31.6M Buy
+74,883
New +$31.9M 8.33% 3

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

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

Coleford Investment Management increased its Microsoft (MSFT) stake by 0.46% in Q2 2026, buying an estimated $136K and bringing the position to 73,071 shares worth $27.3M. The position accounts for 5.94% of the portfolio, ranked #6.

Coleford Investment Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.9M in Q3 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Coleford Investment Management held 73,071 shares of Microsoft worth $27.3M as of Q2 2026.
  • Coleford Investment Management bought 335 Microsoft shares in Q2 2026, an estimated $136K.
  • Microsoft made up 5.94% of Coleford Investment Management's portfolio in Q2 2026, its #6 holding.
  • Coleford Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Coleford Investment Management's Microsoft position peaked at $37.9M in Q3 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Coleford Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.