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Disciplined Investors’s Microsoft MSFT Stock Holding History

Disciplined Investors’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 		$2.91M Buy
7,802
+1,850
+31% +$749K 1.46% 17
2026
Q1 		$2.2M Buy
5,952
+299
+5% +$125K 1.31% 20
2025
Q4 		$2.73M Sell
5,653
-390
-6% -$195K 1.79% 16
2025
Q3 		$3.13M Buy
6,043
+771
+15% +$393K 2.23% 12
2025
Q2 		$2.62M Buy
5,272
+111
+2% +$48.2K 2.04% 15
2025
Q1 		$1.94M Buy
5,161
+21
+0.4% +$8.56K 1.75% 17
2024
Q4 		$2.14M Buy
+5,140
New +$2.19M 2.07% 15

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

Disciplined Investors's MSFT Position: Q2 2026 in Review

Disciplined Investors increased its Microsoft (MSFT) stake by 31% in Q2 2026, buying an estimated $749K and bringing the position to 7,802 shares worth $2.91M. The position accounts for 1.46% of the portfolio, ranked #17.

Disciplined Investors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.13M in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Disciplined Investors held 7,802 shares of Microsoft worth $2.91M as of Q2 2026.
  • Disciplined Investors bought 1,850 Microsoft shares in Q2 2026, an estimated $749K.
  • Microsoft made up 1.46% of Disciplined Investors's portfolio in Q2 2026, its #17 holding.
  • Disciplined Investors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's Microsoft position peaked at $3.13M in Q3 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.