Fulcrum Equity Management’s Microsoft MSFT Stock Holding History

Fulcrum Equity 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 Q3	$1.05M	Sell	2,047 -1,869	-48%	-$864K	0.83%	31
2026 Q2	$1.46M	Buy	3,916 +597	+18%	+$242K	1.07%	19
2026 Q1	$1.23M	Sell	3,319 -249	-7%	-$104K	1.19%	19
2025 Q4	$1.73M	Buy	3,568 +2,610	+272%	+$1.31M	1.65%	13
2025 Q3	$496K	Buy	958 +122	+15%	+$62.2K	0.5%	50
2025 Q2	$416K	Buy	836 +157	+23%	+$68.2K	0.43%	57
2025 Q1	$255K	Sell	679 -1,263	-65%	-$515K	0.28%	77
2024 Q4	$819K	Buy	1,942 +286	+17%	+$122K	0.81%	40
2024 Q3	$713K	Sell	1,656 -776	-32%	-$332K	0.6%	48
2024 Q2	$1.09M	Buy	2,432 +782	+47%	+$330K	0.98%	39
2024 Q1	$694K	Buy	1,650 +742	+82%	+$300K	0.82%	39
2023 Q4	$342K	Buy	908 +216	+31%	+$76.9K	0.42%	64
2023 Q3	$218K	Buy	+692	New	+$229K	0.26%	90
2022 Q1	–	Sell	-2,936	Closed	-$987K	–	167
2021 Q4	$987K	Buy	2,936 +94	+3%	+$30.5K	0.37%	64
2021 Q3	$801K	Buy	2,842 +2,039	+254%	+$593K	0.31%	73
2021 Q2	$218K	Buy	+803	New	+$204K	0.08%	173

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Fulcrum Equity Management's MSFT Position: Q3 2026 in Review

Fulcrum Equity Management reduced its Microsoft (MSFT) stake by 48% in Q3 2026, selling an estimated $864K and leaving 2,047 shares worth $1.05M. The position accounts for 0.83% of the portfolio, ranked #31.

Fulcrum Equity Management first reported a position in MSFT in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.73M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Fulcrum Equity Management held 2,047 shares of Microsoft worth $1.05M as of Q3 2026.
Fulcrum Equity Management sold 1,869 Microsoft shares in Q3 2026, an estimated $864K.
Microsoft made up 0.83% of Fulcrum Equity Management's portfolio in Q3 2026, its #31 holding.
Fulcrum Equity Management first reported a position in Microsoft in Q2 2021 and has held it in 16 quarters since.
Fulcrum Equity Management's Microsoft position peaked at $1.73M in Q4 2025.
2,134 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.