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Cromwell Holdings’s Microsoft MSFT Stock Holding History

Cromwell Holdings’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 		$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

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
Ninety One (UK)
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
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
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

Cromwell Holdings's MSFT Position: Q2 2026 in Review

Cromwell Holdings increased its Microsoft (MSFT) stake by 2.7% in Q2 2026, buying an estimated $225K and bringing the position to 21,093 shares worth $7.87M. The position accounts for 3.53% of the portfolio, ranked #3.

Cromwell Holdings first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cromwell Holdings held 21,093 shares of Microsoft worth $7.87M as of Q2 2026.
  • Cromwell Holdings bought 555 Microsoft shares in Q2 2026, an estimated $225K.
  • Microsoft made up 3.53% of Cromwell Holdings's portfolio in Q2 2026, its #3 holding.
  • Cromwell Holdings first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Microsoft position peaked at $10.8M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.