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F/M Investments’s Microsoft MSFT Stock Holding History

F/M Investments’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 		$50.8M Buy
136,050
+7,717
+6% +$3.12M 2.58% 9
2026
Q1 		$47.5M Sell
128,333
-91,083
-42% -$38.1M 3.15% 7
2025
Q4 		$106M Sell
219,416
-3,022
-1% -$1.51M 4.03% 4
2025
Q3 		$115M Buy
222,438
+570
+0.3% +$291K 4.44% 2
2025
Q2 		$110M Sell
221,868
-6,025
-3% -$2.62M 4.01% 3
2025
Q1 		$85.5M Sell
227,893
-11,746
-5% -$4.79M 3.41% 4
2024
Q4 		$101M Sell
239,639
-14,765
-6% -$6.29M 3.72% 4
2024
Q3 		$109M Sell
254,404
-7,718
-3% -$3.3M 3.44% 2
2024
Q2 		$117M Buy
262,122
+238,088
+991% +$101M 4.23% 1
2024
Q1 		$10.1M Buy
24,034
+58
+0.2% +$23.5K 6.84% 3
2023
Q4 		$9.02M Sell
23,976
-3,756
-14% -$1.34M 5.12% 4
2023
Q3 		$8.76M Sell
27,732
-1,428
-5% -$472K 6.53% 3
2023
Q2 		$9.93M Sell
29,160
-3,326
-10% -$1.04M 7.32% 2
2023
Q1 		$9.37M Buy
32,486
+13,268
+69% +$3.38M 9.44% 2
2022
Q4 		$4.61M Sell
19,218
-1,063
-5% -$255K 5.58% 3
2022
Q3 		$4.72M Sell
20,281
-9,063
-31% -$2.39M 7.66% 2
2022
Q2 		$7.95M Buy
29,344
+3,958
+16% +$1.07M 6.28% 2
2022
Q1 		$7.83M Sell
25,386
-10,289
-29% -$3.1M 6.31% 2
2021
Q4 		$12M Sell
35,675
-2,411
-6% -$782K 8.78% 2
2021
Q3 		$10.7M Buy
38,086
+8,742
+30% +$2.54M 7.68% 2
2021
Q2 		$7.95M Sell
29,344
-15,345
-34% -$3.9M 6.28% 2
2021
Q1 		$10.5M Buy
44,689
+911
+2% +$211K 8.32% 2
2020
Q4 		$9.74M Buy
+43,778
New +$9.41M 8.5% 2

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

F/M Investments's MSFT Position: Q2 2026 in Review

F/M Investments increased its Microsoft (MSFT) stake by 6% in Q2 2026, buying an estimated $3.12M and bringing the position to 136,050 shares worth $50.8M. The position accounts for 2.58% of the portfolio, ranked #9.

F/M Investments first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $117M in Q2 2024. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • F/M Investments held 136,050 shares of Microsoft worth $50.8M as of Q2 2026.
  • F/M Investments bought 7,717 Microsoft shares in Q2 2026, an estimated $3.12M.
  • Microsoft made up 2.58% of F/M Investments's portfolio in Q2 2026, its #9 holding.
  • F/M Investments first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • F/M Investments's Microsoft position peaked at $117M in Q2 2024.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.