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Fundsmith Investment Services’s Microsoft MSFT Stock Holding History

Fundsmith Investment Services’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 		$189M Sell
505,361
-158,641
-24% -$64.2M 4.17% 12
2026
Q1 		$246M Sell
664,002
-4,547
-0.7% -$1.9M 5.58% 12
2025
Q4 		$323M Sell
668,549
-337,084
-34% -$169M 5.92% 11
2025
Q3 		$521M Sell
1,005,633
-584,298
-37% -$298M 8.12% 2
2025
Q2 		$791M Sell
1,589,931
-181,140
-10% -$78.7M 10.71% 2
2025
Q1 		$665M Sell
1,771,071
-306,897
-15% -$125M 9.38% 3
2024
Q4 		$876M Sell
2,077,968
-115,183
-5% -$49.1M 11.39% 2
2024
Q3 		$944M Sell
2,193,151
-62,195
-3% -$26.6M 11.74% 1
2024
Q2 		$1.01B Buy
2,255,346
+5,465
+0.2% +$2.31M 13.01% 1
2024
Q1 		$947M Sell
2,249,881
-141,843
-6% -$57.4M 12.58% 1
2023
Q4 		$899M Sell
2,391,724
-258,420
-10% -$92M 12.99% 1
2023
Q3 		$837M Sell
2,650,144
-123,261
-4% -$40.7M 13.03% 1
2023
Q2 		$944M Buy
2,773,405
+17,618
+0.6% +$5.52M 13.77% 1
2023
Q1 		$794M Buy
2,755,787
+817
+0% +$208K 12.23% 1
2022
Q4 		$661M Buy
2,754,970
+15,683
+0.6% +$3.76M 10.99% 1
2022
Q3 		$638M Sell
2,739,287
-3,503
-0.1% -$925K 11.03% 1
2022
Q2 		$704M Buy
2,742,790
+221,693
+9% +$60.2M 11.74% 1
2022
Q1 		$777M Buy
2,521,097
+2,494,069
+9,228% +$750M 10.66% 1
2021
Q4 		$9.09M Buy
27,028
+34
+0.1% +$11K 4.94% 1
2021
Q3 		$7.61M Buy
26,994
+35
+0.1% +$10.2K 4.62% 3
2021
Q2 		$7.3M Buy
+26,959
New +$6.85M 4.54% 5

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

Fundsmith Investment Services's MSFT Position: Q2 2026 in Review

Fundsmith Investment Services reduced its Microsoft (MSFT) stake by 24% in Q2 2026, selling an estimated $64.2M and leaving 505,361 shares worth $189M. The position accounts for 4.17% of the portfolio, ranked #12.

Fundsmith Investment Services first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.01B in Q2 2024. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fundsmith Investment Services held 505,361 shares of Microsoft worth $189M as of Q2 2026.
  • Fundsmith Investment Services sold 158,641 Microsoft shares in Q2 2026, an estimated $64.2M.
  • Microsoft made up 4.17% of Fundsmith Investment Services's portfolio in Q2 2026, its #12 holding.
  • Fundsmith Investment Services first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
  • Fundsmith Investment Services's Microsoft position peaked at $1.01B in Q2 2024.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fundsmith Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.