Elm Partners Management’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
$2.43M Buy
6,508
+1,144
+21% +$463K 0.09% 57
2026
Q1
$1.93M Buy
5,364
+33
+0.6% +$13.8K 0.08% 55
2025
Q4
$2.58M Buy
5,331
+36
+0.7% +$18K 0.12% 51
2025
Q3
$2.74M Buy
5,295
+3,889
+277% +$1.98M 0.14% 46
2025
Q2
$699K Buy
1,406
+607
+76% +$264K 0.04% 67
2025
Q1
$300K Buy
799
+116
+17% +$47.3K 0.02% 58
2024
Q4
$288K Buy
683
+212
+45% +$90.3K 0.02% 63
2024
Q3
$203K Buy
+471
New +$201K 0.01% 60

Other funds holding MSFT

Elm Partners Management's MSFT Position: Q2 2026 in Review

Elm Partners Management increased its Microsoft (MSFT) stake by 21% in Q2 2026, buying an estimated $463K and bringing the position to 6,508 shares worth $2.43M. The position accounts for 0.09% of the portfolio, ranked #57.

Elm Partners Management first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.74M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Elm Partners Management held 6,508 shares of Microsoft worth $2.43M as of Q2 2026.
  • Elm Partners Management bought 1,144 Microsoft shares in Q2 2026, an estimated $463K.
  • Microsoft made up 0.09% of Elm Partners Management's portfolio in Q2 2026, its #57 holding.
  • Elm Partners Management first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • Elm Partners Management's Microsoft position peaked at $2.74M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.