CX Institutional’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $44.3M | Sell |
118,731
-2,831
| -2% | -$1.15M | 1.28% | 16 |
|
|
2026
Q1 | $45M | Buy |
121,562
+12,362
| +11% | +$5.17M | 1.37% | 14 |
|
|
2025
Q4 | $52.8M | Sell |
109,200
-2,746
| -2% | -$1.38M | 1.58% | 17 |
|
|
2025
Q3 | $58M | Buy |
111,946
+19,566
| +21% | +$9.98M | 1.76% | 15 |
|
|
2025
Q2 | $46M | Buy |
92,380
+8,204
| +10% | +$3.56M | 1.6% | 16 |
|
|
2025
Q1 | $31.6M | Buy |
84,176
+5,774
| +7% | +$2.35M | 1.19% | 19 |
|
|
2024
Q4 | $33M | Buy |
78,402
+11,082
| +16% | +$4.72M | 1.31% | 20 |
|
|
2024
Q3 | $29M | Buy |
67,320
+3,166
| +5% | +$1.35M | 1.29% | 17 |
|
|
2024
Q2 | $28.7M | Sell |
64,154
-21
| -0% | -$8.87K | 1.35% | 16 |
|
|
2024
Q1 | $27M | Buy |
64,175
+2,395
| +4% | +$970K | 1.3% | 17 |
|
|
2023
Q4 | $23.2M | Sell |
61,780
-1,130
| -2% | -$402K | 1.24% | 14 |
|
|
2023
Q3 | $19.9M | Sell |
62,910
-10,265
| -14% | -$3.39M | 1.09% | 20 |
|
|
2023
Q2 | $24.9M | Buy |
73,175
+4,088
| +6% | +$1.28M | 1.29% | 10 |
|
|
2023
Q1 | $19.9M | Buy |
69,087
+20,879
| +43% | +$5.33M | 1.06% | 18 |
|
|
2022
Q4 | $11.6M | Buy |
48,208
+8,609
| +22% | +$2.07M | 0.7% | 30 |
|
|
2022
Q3 | $9.22M | Buy |
39,599
+1,925
| +5% | +$508K | 0.64% | 35 |
|
|
2022
Q2 | $9.68M | Buy |
37,674
+3,812
| +11% | +$1.03M | 0.73% | 32 |
|
|
2022
Q1 | $10.4M | Buy |
33,862
+1,425
| +4% | +$429K | 0.84% | 26 |
|
|
2021
Q4 | $10.9M | Sell |
32,437
-191
| -0.6% | -$61.9K | 0.87% | 26 |
|
|
2021
Q3 | $9.2M | Sell |
32,628
-416
| -1% | -$121K | 0.75% | 30 |
|
|
2021
Q2 | $8.95M | Buy |
33,044
+13
| +0% | +$3.3K | 0.74% | 34 |
|
|
2021
Q1 | $7.79M | Buy |
33,031
+520
| +2% | +$121K | 0.7% | 36 |
|
|
2020
Q4 | $7.23M | Buy |
32,511
+1,964
| +6% | +$422K | 0.7% | 36 |
|
|
2020
Q3 | $6.42M | Buy |
30,547
+2,505
| +9% | +$526K | 0.69% | 40 |
|
|
2020
Q2 | $5.71M | Buy |
28,042
+2,259
| +9% | +$410K | 0.75% | 31 |
|
|
2020
Q1 | $4.07M | Buy |
25,783
+1,824
| +8% | +$300K | 0.66% | 35 |
|
|
2019
Q4 | $3.78M | Sell |
23,959
-1,125
| -4% | -$165K | 0.66% | 38 |
|
|
2019
Q3 | $3.49M | Sell |
25,084
-767
| -3% | -$105K | 0.56% | 44 |
|
|
2019
Q2 | $3.46M | Buy |
25,851
+1,081
| +4% | +$137K | 0.55% | 43 |
|
|
2019
Q1 | $2.92M | Buy |
24,770
+4,128
| +20% | +$450K | 0.52% | 50 |
|
|
2018
Q4 | $2.1M | Buy |
20,642
+19,321
| +1,463% | +$2.07M | 0.44% | 52 |
|
|
2018
Q3 | $151K | Hold |
1,321
| – | – | 0.05% | 130 |
|
|
2018
Q2 | $130K | Buy |
+1,321
| New | +$128K | 0.05% | 122 |
|
Other funds holding MSFT
UBP
LMFP
PAM
CRM
CX Institutional's MSFT Position: Q2 2026 in Review
CX Institutional reduced its Microsoft (MSFT) stake by 2.3% in Q2 2026, selling an estimated $1.15M and leaving 118,731 shares worth $44.3M. The position accounts for 1.28% of the portfolio, ranked #16.
CX Institutional first reported a position in MSFT in Q2 2018 and has held it in 33 quarters since. The position peaked at $58M in Q3 2025. 1,345 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- CX Institutional held 118,731 shares of Microsoft worth $44.3M as of Q2 2026.
- CX Institutional sold 2,831 Microsoft shares in Q2 2026, an estimated $1.15M.
- Microsoft made up 1.28% of CX Institutional's portfolio in Q2 2026, its #16 holding.
- CX Institutional first reported a position in Microsoft in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's Microsoft position peaked at $58M in Q3 2025.
- 1,345 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.