Ewing Morris & Co Investment Partners’s Microsoft MSFT Stock Holding History

Ewing Morris & Co Investment Partners’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	–	Sell	-2,165	Closed	-$799K	–	94
2026 Q1	$799K	Buy	2,165 +1,146	+112%	+$480K	0.36%	53
2025 Q4	$499K	Sell	1,019 -787	-44%	-$394K	0.22%	72
2025 Q3	$935K	Sell	1,806 -1,800	-50%	-$918K	0.4%	54
2025 Q2	$1.79M	Sell	3,606 -225	-6%	-$97.7K	0.8%	34
2025 Q1	$2.07M	Buy	3,831 +186	+5%	+$75.8K	0.65%	42
2024 Q4	$1.54M	Buy	+3,645	New	+$1.55M	0.53%	47

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

Ewing Morris & Co Investment Partners's MSFT Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 2,165 shares — an estimated $799K sold.

Ewing Morris & Co Investment Partners first reported a position in MSFT in Q4 2024 and held it in 6 quarters. The position peaked at $2.07M in Q1 2025. 6,228 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ewing Morris & Co Investment Partners reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Ewing Morris & Co Investment Partners sold 2,165 Microsoft shares in Q2 2026, an estimated $799K.
Ewing Morris & Co Investment Partners first reported a position in Microsoft in Q4 2024 and held it in 6 quarters.
Ewing Morris & Co Investment Partners's Microsoft position peaked at $2.07M in Q1 2025.
6,228 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.