Connective Portfolio Management’s Microsoft MSFT Stock Holding History

Connective Portfolio 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	$1.87M	Hold	5,024	–	–	3.12%	12
2026 Q1	$1.86M	Hold	5,024	–	–	5.04%	8
2025 Q4	$2.43M	Sell	5,024 -2,400	-32%	-$1.2M	4.38%	7
2025 Q3	$3.85M	Sell	7,424 -95	-1%	-$48.5K	6.8%	2
2025 Q2	$3.71M	Buy	7,519 +2,500	+50%	+$1.09M	7.95%	2
2025 Q1	$1.88M	Hold	5,019	–	–	6.36%	4
2024 Q4	$2.12M	Buy	5,019 +5	+0.1%	+$2.13K	3.15%	10
2024 Q3	$2.11M	Hold	5,014	–	–	3.73%	6
2024 Q2	$2.24M	Sell	5,014 -2,000	-29%	-$845K	3.64%	5
2024 Q1	$2.95M	Hold	7,014	–	–	5.19%	2
2023 Q4	$2.64M	Buy	7,014 +1,680	+31%	+$598K	5.38%	2
2023 Q3	$1.68M	Hold	5,334	–	–	5.13%	3
2023 Q2	$1.82M	Sell	5,334 -3,945	-43%	-$1.24M	4.5%	3
2023 Q1	$2.66M	Buy	9,279 +3,800	+69%	+$969K	8.43%	1
2022 Q4	$1.31M	Hold	5,479	–	–	2.8%	12
2022 Q3	$1.28M	Sell	5,479 -5,479	-50%	-$1.45M	4.07%	8
2022 Q2	$2.81M	Buy	10,958 +5,479	+100%	+$1.49M	4.83%	1
2022 Q1	$1.69M	Sell	5,479 -7,000	-56%	-$2.11M	3.61%	10
2021 Q4	$4.22M	Buy	+12,479	New	+$4.05M	7.41%	1

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Connective Portfolio Management's MSFT Position: Q2 2026 in Review

Connective Portfolio Management held its Microsoft (MSFT) position steady in Q2 2026 at 5,024 shares worth $1.87M. The position accounts for 3.12% of the portfolio, ranked #12.

Connective Portfolio Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.22M in Q4 2021. 1,291 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Connective Portfolio Management held 5,024 shares of Microsoft worth $1.87M as of Q2 2026.
Connective Portfolio Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 3.12% of Connective Portfolio Management's portfolio in Q2 2026, its #12 holding.
Connective Portfolio Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Connective Portfolio Management's Microsoft position peaked at $4.22M in Q4 2021.
1,291 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Connective Portfolio Management's 13F filing for Q2 2026, filed 7 Jul 2026.