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Gallagher Fiduciary Advisors’s Microsoft MSFT Stock Holding History

Gallagher Fiduciary 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 		$1.93M Buy
5,170
+138
+3% +$55.8K 0.06% 73
2026
Q1 		$1.86M Buy
5,032
+255
+5% +$107K 0.07% 49
2025
Q4 		$2.31M Buy
4,777
+111
+2% +$55.6K 0.07% 62
2025
Q3 		$2.42M Sell
4,666
-1,246
-21% -$636K 0.09% 48
2025
Q2 		$2.94M Sell
5,912
-256
-4% -$111K 0.11% 38
2025
Q1 		$2.32M Sell
6,168
-1,760
-22% -$718K 0.08% 57
2024
Q4 		$3.34M Buy
7,928
+2,205
+39% +$939K 0.65% 29
2024
Q3 		$2.46M Sell
5,723
-640
-10% -$274K 0.5% 30
2024
Q2 		$2.84M Buy
6,363
+64
+1% +$27K 0.64% 24
2024
Q1 		$2.65M Buy
6,299
+139
+2% +$56.3K 0.09% 33
2023
Q4 		$2.32M Buy
6,160
+1,021
+20% +$363K 0.08% 33
2023
Q3 		$1.62M Sell
5,139
-1,555
-23% -$514K 0.14% 33
2023
Q2 		$2.28M Sell
6,694
-35
-0.5% -$11K 0.17% 35
2023
Q1 		$1.94M Buy
+6,729
New +$1.72M 0.16% 38

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 Fiduciary Advisors's MSFT Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Microsoft (MSFT) stake by 2.7% in Q2 2026, buying an estimated $55.8K and bringing the position to 5,170 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #73.

Gallagher Fiduciary Advisors first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.34M in Q4 2024. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gallagher Fiduciary Advisors held 5,170 shares of Microsoft worth $1.93M as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 138 Microsoft shares in Q2 2026, an estimated $55.8K.
  • Microsoft made up 0.06% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #73 holding.
  • Gallagher Fiduciary Advisors first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's Microsoft position peaked at $3.34M in Q4 2024.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.