FG
MSFT icon

Fairman Group’s Microsoft MSFT Stock Holding History

Fairman Group’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 		$401K Buy
1,075
+163
+18% +$66K 0.32% 43
2026
Q1 		$337K Buy
912
+1
+0.1% +$418 0.29% 42
2025
Q4 		$441K Sell
911
-719
-44% -$360K 0.35% 35
2025
Q3 		$844K Sell
1,630
-143
-8% -$72.9K 0.68% 24
2025
Q2 		$882K Sell
1,773
-12
-0.7% -$5.21K 0.73% 20
2025
Q1 		$752K Sell
1,785
-30
-2% -$12.2K 0.69% 22
2024
Q4 		$765K Sell
1,815
-30
-2% -$12.8K 0.63% 24
2024
Q3 		$794K Buy
1,845
+1
+0.1% +$427 0.72% 20
2024
Q2 		$824K Hold
1,844
– – 0.84% 19
2024
Q1 		$776K Sell
1,844
-288
-14% -$117K 0.73% 19
2023
Q4 		$802K Buy
+2,132
New +$759K 0.77% 18

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

Fairman Group's MSFT Position: Q2 2026 in Review

Fairman Group increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $66K and bringing the position to 1,075 shares worth $401K. The position accounts for 0.32% of the portfolio, ranked #43.

Fairman Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $882K in Q2 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fairman Group held 1,075 shares of Microsoft worth $401K as of Q2 2026.
  • Fairman Group bought 163 Microsoft shares in Q2 2026, an estimated $66K.
  • Microsoft made up 0.32% of Fairman Group's portfolio in Q2 2026, its #43 holding.
  • Fairman Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Fairman Group's Microsoft position peaked at $882K in Q2 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.