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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Fulcrum Equity Management increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $242K and bringing the position to 3,916 shares worth $1.46M. The position accounts for 1.07% of the portfolio, ranked #19.

Fulcrum Equity Management first reported a position in MSFT in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.73M in Q4 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fulcrum Equity Management held 3,916 shares of Microsoft worth $1.46M as of Q2 2026.
  • Fulcrum Equity Management bought 597 Microsoft shares in Q2 2026, an estimated $242K.
  • Microsoft made up 1.07% of Fulcrum Equity Management's portfolio in Q2 2026, its #19 holding.
  • Fulcrum Equity Management first reported a position in Microsoft in Q2 2021 and has held it in 15 quarters since.
  • Fulcrum Equity Management's Microsoft position peaked at $1.73M in Q4 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.