Elefante Mark B’s Microsoft MSFT Stock Holding History

Elefante Mark B’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	$8.15M	Buy	21,836 +2,640	+14%	+$1.07M	3.51%	9
2026 Q1	$7.11M	Buy	19,196 +3,087	+19%	+$1.29M	3.91%	7
2025 Q4	$7.79M	Buy	16,109 +809	+5%	+$405K	4.77%	4
2025 Q3	$7.92M	Buy	15,300 +1,810	+13%	+$923K	5.07%	4
2025 Q2	$6.71M	Buy	13,490 +221	+2%	+$96K	5.04%	2
2025 Q1	$4.98M	Buy	13,269 +2,360	+22%	+$962K	3.95%	8
2024 Q4	$4.6M	Buy	+10,909	New	+$4.65M	4.2%	6
2020 Q2	$1.05M	Buy	5,186 +213	+4%	+$38.7K	3.56%	6
2020 Q1	$785K	Buy	4,973 +365	+8%	+$60K	3.43%	8
2019 Q4	$727K	Buy	4,608 +393	+9%	+$57.7K	2.64%	17
2019 Q3	$586K	Buy	4,215 +735	+21%	+$101K	2.3%	22
2019 Q2	$466K	Buy	3,480 +1,145	+49%	+$145K	1.81%	26
2019 Q1	$275K	Buy	+2,335	New	+$255K	1.2%	32

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elefante Mark B's MSFT Position: Q2 2026 in Review

Elefante Mark B increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $1.07M and bringing the position to 21,836 shares worth $8.15M. The position accounts for 3.51% of the portfolio, ranked #9.

Elefante Mark B first reported a position in MSFT in Q1 2019 and has held it in 13 quarters since. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Elefante Mark B held 21,836 shares of Microsoft worth $8.15M as of Q2 2026.
Elefante Mark B bought 2,640 Microsoft shares in Q2 2026, an estimated $1.07M.
Microsoft made up 3.51% of Elefante Mark B's portfolio in Q2 2026, its #9 holding.
Elefante Mark B first reported a position in Microsoft in Q1 2019 and has held it in 13 quarters since.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elefante Mark B's 13F filing for Q2 2026, filed 13 Aug 2026.