CIM
MSFT icon

Contravisory Investment Management’s Microsoft MSFT Stock Holding History

Contravisory 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 		$5.17M Sell
13,873
-499
-3% -$202K 0.91% 40
2026
Q1 		$5.32M Sell
14,372
-1,955
-12% -$818K 1.09% 39
2025
Q4 		$7.9M Buy
16,327
+878
+6% +$440K 1.56% 32
2025
Q3 		$8M Buy
15,449
+15,428
+73,467% +$7.87M 1.55% 31
2025
Q2 		$10.4K Sell
21
-18,679
-100% -$8.11M ﹤0.01% 334
2025
Q1 		$7.02M Sell
18,700
-538
-3% -$219K 1.48% 37
2024
Q4 		$8.11M Sell
19,238
-103
-0.5% -$43.9K 1.73% 29
2024
Q3 		$8.32M Sell
19,341
-112
-0.6% -$47.9K 1.78% 28
2024
Q2 		$8.69M Sell
19,453
-186
-0.9% -$78.6K 1.93% 18
2024
Q1 		$8.26M Buy
19,639
+81
+0.4% +$32.8K 1.83% 25
2023
Q4 		$7.35M Buy
19,558
+28
+0.1% +$9.97K 1.8% 19
2023
Q3 		$6.17M Buy
19,530
+19,465
+29,946% +$6.43M 1.75% 29
2023
Q2 		$22.1K Hold
65
– – 0.01% 234
2023
Q1 		$18.7K Sell
65
-7,772
-99% -$1.98M 0.01% 244
2022
Q4 		$1.88M Sell
7,837
-22,160
-74% -$5.32M 0.52% 41
2022
Q3 		$6.99M Sell
29,997
-628
-2% -$166K 2.33% 6
2022
Q2 		$7.87M Sell
30,625
-2,650
-8% -$719K 2.55% 4
2022
Q1 		$10.3M Sell
33,275
-1,169
-3% -$352K 2.91% 3
2021
Q4 		$11.6M Sell
34,444
-1,047
-3% -$339K 3.13% 3
2021
Q3 		$10M Sell
35,491
-1,520
-4% -$442K 3.04% 4
2021
Q2 		$10M Sell
37,011
-950
-3% -$241K 2.96% 2
2021
Q1 		$8.95M Sell
37,961
-4,400
-10% -$1.02M 2.8% 6
2020
Q4 		$9.42M Sell
42,361
-60
-0.1% -$12.9K 2.92% 4
2020
Q3 		$8.92M Sell
42,421
-248
-0.6% -$52.1K 3.04% 2
2020
Q2 		$8.26M Sell
42,669
-1,341
-3% -$243K 3.04% 2
2020
Q1 		$6.94M Sell
44,010
-779
-2% -$128K 3.08% 2
2019
Q4 		$7.06M Buy
44,789
+124
+0.3% +$18.2K 2.58% 7
2019
Q3 		$6.21M Sell
44,665
-900
-2% -$124K 2.36% 7
2019
Q2 		$6.1M Buy
45,565
+44,982
+7,716% +$5.71M 2.36% 9
2019
Q1 		$69K Buy
583
+46
+9% +$5.02K 0.03% 182
2018
Q4 		$55K Buy
537
+285
+113% +$30.5K 0.02% 186
2018
Q3 		$29K Sell
252
-168
-40% -$18.2K 0.01% 195
2018
Q2 		$41K Buy
420
+32
+8% +$3.1K 0.02% 221
2018
Q1 		$35K Buy
388
+207
+114% +$18.9K 0.01% 222
2017
Q4 		$15K Sell
181
-49
-21% -$4.02K 0.01% 250
2017
Q3 		$17K Buy
+230
New +$16.8K 0.01% 240
2017
Q2 		– Sell
-22
Closed -$1K – 215
2017
Q1 		$1K Hold
22
– – ﹤0.01% 278
2016
Q4 		$1K Hold
22
– – ﹤0.01% 284
2016
Q3 		$1K Sell
22
-74
-77% -$4.18K ﹤0.01% 272
2016
Q2 		$5K Buy
96
+54
+129% +$2.81K ﹤0.01% 134
2016
Q1 		$2K Hold
42
– – ﹤0.01% 171
2015
Q4 		$2K Buy
+42
New +$2.21K ﹤0.01% 179
2015
Q2 		– Sell
-228,261
Closed -$9.28M – 186
2015
Q1 		$9.28M Buy
228,261
+786
+0.3% +$34.2K 1.86% 37
2014
Q4 		$10.6M Sell
227,475
-2,272
-1% -$107K 2.14% 32
2014
Q3 		$10.7M Sell
229,747
-16,492
-7% -$736K 2.22% 29
2014
Q2 		$10.3M Buy
+246,239
New +$9.97M 2.03% 36

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
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

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

Contravisory Investment Management reduced its Microsoft (MSFT) stake by 3.5% in Q2 2026, selling an estimated $202K and leaving 13,873 shares worth $5.17M. The position accounts for 0.91% of the portfolio, ranked #40.

Contravisory Investment Management first reported a position in MSFT in Q2 2014 and has held it in 46 quarters since. The position peaked at $11.6M in Q4 2021. 1,708 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Contravisory Investment Management held 13,873 shares of Microsoft worth $5.17M as of Q2 2026.
  • Contravisory Investment Management sold 499 Microsoft shares in Q2 2026, an estimated $202K.
  • Microsoft made up 0.91% of Contravisory Investment Management's portfolio in Q2 2026, its #40 holding.
  • Contravisory Investment Management first reported a position in Microsoft in Q2 2014 and has held it in 46 quarters since.
  • Contravisory Investment Management's Microsoft position peaked at $11.6M in Q4 2021.
  • 1,708 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.