Family Management’s Microsoft MSFT Stock Holding History

Family Management’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
2025 Q4	–	Sell	-2,300	Closed	-$1.19M	–	304
2025 Q3	$1.19M	Hold	2,300	–	–	0.16%	92
2025 Q2	$1.14M	Buy	2,300 +500	+28%	+$217K	0.17%	93
2025 Q1	$676K	Hold	1,800	–	–	0.11%	104
2024 Q4	$759K	Buy	+1,800	New	+$767K	0.12%	95

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

Family Management's MSFT Position: Q2 2026 in Review

Family Management reduced its Microsoft (MSFT) stake by 1.4% in Q2 2026, selling an estimated $312K and leaving 54,358 shares worth $20.3M. The position accounts for 2.08% of the portfolio, ranked #13.

Family Management first reported a position in MSFT in Q2 2013 and has held it in 51 quarters since. The position peaked at $25.1M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Family Management held 54,358 shares of Microsoft worth $20.3M as of Q2 2026.
Family Management sold 770 Microsoft shares in Q2 2026, an estimated $312K.
Microsoft made up 2.08% of Family Management's portfolio in Q2 2026, its #13 holding.
Family Management first reported a position in Microsoft in Q2 2013 and has held it in 51 quarters since.
Family Management's Microsoft position peaked at $25.1M in Q3 2025.
6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.