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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
2025
Q2 		– Sell
-56,441
Closed -$16.4M – 308
2025
Q1 		$16.4M Buy
+56,441
New +$23M 3.18% 7

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

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. 6,221 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.
  • 6,221 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.