Cromwell Holdings’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$10.4M Sell
20,355
-738
-3% -$341K 4.71% 3
2026
Q2
$7.87M Buy
21,093
+555
+3% +$225K 3.53% 3
2026
Q1
$7.6M Sell
20,538
-320
-2% -$134K 4.28% 3
2025
Q4
$10.1M Hold
20,858
– – 5.51% 3
2025
Q3
$10.8M Hold
20,858
– – 5.77% 2
2025
Q2
$10.4M Buy
20,858
+1,720
+9% +$747K 6.29% 2
2025
Q1
$7.18M Sell
19,138
-344
-2% -$140K 4.62% 3
2024
Q4
$8.21M Buy
19,482
+14
+0.1% +$5.96K 4.74% 4
2024
Q3
$8.38M Sell
19,468
-157
-0.8% -$67.1K 5.38% 2
2024
Q2
$8.77M Buy
+19,625
New +$8.29M 5.25% 2

Other funds holding MSFT

Cromwell Holdings's MSFT Position: Q3 2026 in Review

Cromwell Holdings reduced its Microsoft (MSFT) stake by 3.5% in Q3 2026, selling an estimated $341K and leaving 20,355 shares worth $10.4M. The position accounts for 4.71% of the portfolio, ranked #3.

Cromwell Holdings first reported a position in MSFT in Q2 2024 and has held it in 10 quarters since. The position peaked at $10.8M in Q3 2025. 2,603 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Cromwell Holdings held 20,355 shares of Microsoft worth $10.4M as of Q3 2026.
  • Cromwell Holdings sold 738 Microsoft shares in Q3 2026, an estimated $341K.
  • Microsoft made up 4.71% of Cromwell Holdings's portfolio in Q3 2026, its #3 holding.
  • Cromwell Holdings first reported a position in Microsoft in Q2 2024 and has held it in 10 quarters since.
  • Cromwell Holdings's Microsoft position peaked at $10.8M in Q3 2025.
  • 2,603 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.