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Colter Lewis Investment Partners’s Microsoft MSFT Stock Holding History

Colter Lewis Investment Partners’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 		$789K Sell
2,116
-4,613
-69% -$1.87M 0.35% 46
2026
Q1 		$2.49M Buy
6,729
+4,329
+180% +$1.81M 2.34% 6
2025
Q4 		$1.16M Buy
+2,400
New +$1.2M 1.34% 22

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

Colter Lewis Investment Partners's MSFT Position: Q2 2026 in Review

Colter Lewis Investment Partners reduced its Microsoft (MSFT) stake by 69% in Q2 2026, selling an estimated $1.87M and leaving 2,116 shares worth $789K. The position accounts for 0.35% of the portfolio, ranked #46.

Colter Lewis Investment Partners first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.49M in Q1 2026. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Colter Lewis Investment Partners held 2,116 shares of Microsoft worth $789K as of Q2 2026.
  • Colter Lewis Investment Partners sold 4,613 Microsoft shares in Q2 2026, an estimated $1.87M.
  • Microsoft made up 0.35% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #46 holding.
  • Colter Lewis Investment Partners first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Colter Lewis Investment Partners's Microsoft position peaked at $2.49M in Q1 2026.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.