Fulcrum Asset Management’s Microsoft MSFT Stock Holding History

Fulcrum Asset 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
2026 Q2	$17.9M	Sell	48,559 -21,713	-31%	-$8.79M	1.78%	5
2026 Q1	$25.2M	Buy	70,272 +11,202	+19%	+$4.69M	3.81%	2
2025 Q4	$28.8M	Buy	59,070 +515	+0.9%	+$258K	8.01%	2
2025 Q3	$30.3M	Sell	58,555 -1,626	-3%	-$829K	8.41%	2
2025 Q2	$29.9M	Buy	+60,181	New	+$26.1M	8.54%	2
2022 Q1	–	Hold	0	–	–	–	63
2021 Q4	–	Hold	0	–	–	–	169
2021 Q3	–	Hold	0	–	–	–	171
2021 Q2	–	Hold	0	–	–	–	136
2021 Q1	–	Hold	0	–	–	–	93
2020 Q4	–	Hold	0	–	–	–	55
2020 Q3	–	Sell	-8,867	Closed	-$1.86M	–	8
2020 Q2	$1.89M	Buy	+8,867	New	+$1.61M	0.63%	55

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

Fulcrum Asset Management's MSFT Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Microsoft (MSFT) stake by 31% in Q2 2026, selling an estimated $8.79M and leaving 48,559 shares worth $17.9M. The position accounts for 1.78% of the portfolio, ranked #5.

Fulcrum Asset Management first reported a position in MSFT in Q2 2020 and has held it in 6 quarters since. The position peaked at $30.3M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fulcrum Asset Management held 48,559 shares of Microsoft worth $17.9M as of Q2 2026.
Fulcrum Asset Management sold 21,713 Microsoft shares in Q2 2026, an estimated $8.79M.
Microsoft made up 1.78% of Fulcrum Asset Management's portfolio in Q2 2026, its #5 holding.
Fulcrum Asset Management first reported a position in Microsoft in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's Microsoft position peaked at $30.3M in Q3 2025.
6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.