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Ebert Capital Management’s Microsoft MSFT Stock Holding History

Ebert Capital Management’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 		$5.75M Buy
15,425
+304
+2% +$123K 5.4% 5
2026
Q1 		$5.6M Buy
15,121
+1,333
+10% +$558K 5.72% 5
2025
Q4 		$5.93M Buy
+13,788
New +$6.91M 5.74% 5

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

Ebert Capital Management's MSFT Position: Q2 2026 in Review

Ebert Capital Management increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $123K and bringing the position to 15,425 shares worth $5.75M. The position accounts for 5.4% of the portfolio, ranked #5.

Ebert Capital Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.93M in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ebert Capital Management held 15,425 shares of Microsoft worth $5.75M as of Q2 2026.
  • Ebert Capital Management bought 304 Microsoft shares in Q2 2026, an estimated $123K.
  • Microsoft made up 5.4% of Ebert Capital Management's portfolio in Q2 2026, its #5 holding.
  • Ebert Capital Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Ebert Capital Management's Microsoft position peaked at $5.93M in Q4 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ebert Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.