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Gallagher Capital Advisors’s Microsoft MSFT Stock Holding History

Gallagher Capital Advisors’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 		$4.34M Sell
11,633
-113
-1% -$45.7K 2.48% 12
2026
Q1 		$4.35M Sell
11,746
-273
-2% -$114K 2.93% 9
2025
Q4 		$5.81M Sell
12,019
-281
-2% -$141K 3.76% 6
2025
Q3 		$6.43M Sell
12,300
-28
-0.2% -$14.3K 3.7% 6
2025
Q2 		$6.32M Sell
12,328
-48
-0.4% -$20.8K 5.11% 5
2025
Q1 		$4.65M Buy
12,376
+10
+0.1% +$4.08K 3.54% 6
2024
Q4 		$5.21M Buy
+12,366
New +$5.27M 3.8% 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

Gallagher Capital Advisors's MSFT Position: Q2 2026 in Review

Gallagher Capital Advisors reduced its Microsoft (MSFT) stake by 0.96% in Q2 2026, selling an estimated $45.7K and leaving 11,633 shares worth $4.34M. The position accounts for 2.48% of the portfolio, ranked #12.

Gallagher Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.43M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gallagher Capital Advisors held 11,633 shares of Microsoft worth $4.34M as of Q2 2026.
  • Gallagher Capital Advisors sold 113 Microsoft shares in Q2 2026, an estimated $45.7K.
  • Microsoft made up 2.48% of Gallagher Capital Advisors's portfolio in Q2 2026, its #12 holding.
  • Gallagher Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Gallagher Capital Advisors's Microsoft position peaked at $6.43M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.