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.