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Custom Index Systems’s Microsoft MSFT Stock Holding History

Custom Index Systems’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 		$3.58M Sell
9,590
-573
-6% -$232K 1.29% 15
2026
Q1 		$3.76M Buy
10,163
+382
+4% +$160K 1.64% 8
2025
Q4 		$4.73M Sell
9,781
-3,613
-27% -$1.81M 2.09% 6
2025
Q3 		$6.94M Buy
13,394
+4,162
+45% +$2.12M 2.06% 7
2025
Q2 		$4.59M Sell
9,232
-1,980
-18% -$860K 2.19% 5
2025
Q1 		$4.21M Buy
11,212
+2,839
+34% +$1.16M 2.13% 3
2024
Q4 		$3.53M Buy
8,373
+1,111
+15% +$473K 1.89% 5
2024
Q3 		$3.12M Buy
7,262
+1,190
+20% +$509K 1.69% 7
2024
Q2 		$2.71M Buy
6,072
+81
+1% +$34.2K 1.56% 9
2024
Q1 		$2.52M Buy
5,991
+197
+3% +$79.8K 1.43% 11
2023
Q4 		$2.18M Buy
+5,794
New +$2.06M 1.34% 12

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

Custom Index Systems's MSFT Position: Q2 2026 in Review

Custom Index Systems reduced its Microsoft (MSFT) stake by 5.6% in Q2 2026, selling an estimated $232K and leaving 9,590 shares worth $3.58M. The position accounts for 1.29% of the portfolio, ranked #15.

Custom Index Systems first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.94M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Custom Index Systems held 9,590 shares of Microsoft worth $3.58M as of Q2 2026.
  • Custom Index Systems sold 573 Microsoft shares in Q2 2026, an estimated $232K.
  • Microsoft made up 1.29% of Custom Index Systems's portfolio in Q2 2026, its #15 holding.
  • Custom Index Systems first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Custom Index Systems's Microsoft position peaked at $6.94M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.