Fulcrum Capital’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.1M | Sell |
80,597
-2,779
| -3% | -$1.12M | 6.1% | 3 |
|
|
2026
Q1 | $30.9M | Buy |
83,376
+6,364
| +8% | +$2.66M | 6.7% | 2 |
|
|
2025
Q4 | $37.2M | Buy |
77,012
+882
| +1% | +$442K | 7.48% | 2 |
|
|
2025
Q3 | $39.4M | Sell |
76,130
-2,468
| -3% | -$1.26M | 8.08% | 1 |
|
|
2025
Q2 | $39.1M | Sell |
78,598
-107
| -0.1% | -$46.5K | 8.27% | 1 |
|
|
2025
Q1 | $29.5M | Buy |
78,705
+5,186
| +7% | +$2.11M | 6.55% | 3 |
|
|
2024
Q4 | $31M | Buy |
73,519
+257
| +0.4% | +$109K | 6.49% | 3 |
|
|
2024
Q3 | $31.5M | Sell |
73,262
-422
| -0.6% | -$180K | 6.87% | 2 |
|
|
2024
Q2 | $32.9M | Buy |
73,684
+2,330
| +3% | +$984K | 7.5% | 2 |
|
|
2024
Q1 | $30M | Buy |
71,354
+664
| +0.9% | +$269K | 7.12% | 2 |
|
|
2023
Q4 | $26.6M | Sell |
70,690
-6,205
| -8% | -$2.21M | 6.87% | 2 |
|
|
2023
Q3 | $24.3M | Sell |
76,895
-1,657
| -2% | -$548K | 7.05% | 2 |
|
|
2023
Q2 | $26.8M | Sell |
78,552
-12,324
| -14% | -$3.86M | 7.03% | 2 |
|
|
2023
Q1 | $26.2M | Sell |
90,876
-3,728
| -4% | -$951K | 7.05% | 2 |
|
|
2022
Q4 | $22.7M | Buy |
94,604
+4,321
| +5% | +$1.04M | 6.56% | 2 |
|
|
2022
Q3 | $21M | Sell |
90,283
-1,367
| -1% | -$361K | 6.25% | 1 |
|
|
2022
Q2 | $23.5M | Buy |
91,650
+5,417
| +6% | +$1.47M | 7.4% | 2 |
|
|
2022
Q1 | $26.6M | Sell |
86,233
-503
| -0.6% | -$151K | 7.12% | 2 |
|
|
2021
Q4 | $29.2M | Buy |
86,736
+968
| +1% | +$314K | 6.33% | 2 |
|
|
2021
Q3 | $24.2M | Buy |
85,768
+777
| +0.9% | +$226K | 5.78% | 2 |
|
|
2021
Q2 | $23M | Buy |
84,991
+2,407
| +3% | +$612K | 5.78% | 2 |
|
|
2021
Q1 | $19.5M | Buy |
82,584
+8,572
| +12% | +$1.99M | 5.58% | 2 |
|
|
2020
Q4 | $16.5M | Buy |
74,012
+4,951
| +7% | +$1.06M | 4.92% | 3 |
|
|
2020
Q3 | $14.5M | Sell |
69,061
-2,797
| -4% | -$587K | 5.25% | 3 |
|
|
2020
Q2 | $14.6M | Sell |
71,858
-2,041
| -3% | -$370K | 5.54% | 3 |
|
|
2020
Q1 | $11.7M | Sell |
73,899
-16,379
| -18% | -$2.69M | 5.29% | 1 |
|
|
2019
Q4 | $14.2M | Sell |
90,278
-2,236
| -2% | -$328K | 4.41% | 4 |
|
|
2019
Q3 | $12.9M | Sell |
92,514
-1,631
| -2% | -$224K | 4.39% | 3 |
|
|
2019
Q2 | $12.6M | Buy |
94,145
+321
| +0.3% | +$40.8K | 4.62% | 3 |
|
|
2019
Q1 | $11.1M | Buy |
93,824
+5,520
| +6% | +$602K | 4.18% | 4 |
|
|
2018
Q4 | $8.97M | Sell |
88,304
-6,698
| -7% | -$717K | 4.04% | 5 |
|
|
2018
Q3 | $10.9M | Buy |
95,002
+4,200
| +5% | +$455K | 4.24% | 4 |
|
|
2018
Q2 | $8.95M | Sell |
90,802
-42,740
| -32% | -$4.14M | 4.27% | 3 |
|
|
2018
Q1 | $12.2M | Buy |
133,542
+2,993
| +2% | +$274K | 3.97% | 4 |
|
|
2017
Q4 | $11.2M | Buy |
+130,549
| New | +$10.7M | 3.62% | 4 |
|
Other funds holding MSFT
Fulcrum Capital's MSFT Position: Q2 2026 in Review
Fulcrum Capital reduced its Microsoft (MSFT) stake by 3.3% in Q2 2026, selling an estimated $1.12M and leaving 80,597 shares worth $30.1M. The position accounts for 6.1% of the portfolio, ranked #3.
Fulcrum Capital first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $39.4M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Fulcrum Capital held 80,597 shares of Microsoft worth $30.1M as of Q2 2026.
- Fulcrum Capital sold 2,779 Microsoft shares in Q2 2026, an estimated $1.12M.
- Microsoft made up 6.1% of Fulcrum Capital's portfolio in Q2 2026, its #3 holding.
- Fulcrum Capital first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Fulcrum Capital's Microsoft position peaked at $39.4M in Q3 2025.
- 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.