General American Investors’s Microsoft MSFT Stock Holding History

General American Investors’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	$49M	Buy	131,400 +5,000	+4%	+$2.02M	2.9%	11
2026 Q1	$46.8M	Sell	126,400 -53,600	-30%	-$22.4M	3.08%	10
2025 Q4	$87.1M	Hold	180,000	–	–	4.91%	2
2025 Q3	$93.2M	Hold	180,000	–	–	5.4%	1
2025 Q2	$89.5M	Hold	180,000	–	–	5.74%	1
2025 Q1	$67.6M	Hold	180,000	–	–	4.92%	3
2024 Q4	$75.9M	Sell	180,000 -20,000	-10%	-$8.52M	5.27%	4
2024 Q3	$86.1M	Sell	200,000 -5,000	-2%	-$2.14M	5.94%	1
2024 Q2	$91.6M	Hold	205,000	–	–	6.38%	1
2024 Q1	$86.2M	Hold	205,000	–	–	6.17%	1
2023 Q4	$77.1M	Sell	205,000 -10,000	-5%	-$3.56M	6.1%	2
2023 Q3	$67.9M	Hold	215,000	–	–	6.08%	2
2023 Q2	$73.2M	Hold	215,000	–	–	6.37%	2
2023 Q1	$62M	Sell	215,000 -20,000	-9%	-$5.1M	5.86%	2
2022 Q4	$56.4M	Hold	235,000	–	–	5.52%	3
2022 Q3	$54.7M	Hold	235,000	–	–	5.69%	2
2022 Q2	$60.4M	Hold	235,000	–	–	6.06%	2
2022 Q1	$72.5M	Hold	235,000	–	–	5.91%	1
2021 Q4	$79M	Hold	235,000	–	–	6.2%	1
2021 Q3	$66.3M	Hold	235,000	–	–	5.62%	2
2021 Q2	$63.7M	Sell	235,000 -10,000	-4%	-$2.54M	5.33%	2
2021 Q1	$57.8M	Sell	245,000 -10,686	-4%	-$2.48M	5.4%	1
2020 Q4	$56.9M	Hold	255,686	–	–	5.62%	1
2020 Q3	$53.8M	Hold	255,686	–	–	6.21%	1
2020 Q2	$52M	Sell	255,686 -35,000	-12%	-$6.35M	6.6%	1
2020 Q1	$45.8M	Sell	290,686 -70,000	-19%	-$11.5M	6.21%	1
2019 Q4	$56.9M	Hold	360,686	–	–	5.21%	2
2019 Q3	$50.1M	Hold	360,686	–	–	4.94%	3
2019 Q2	$48.3M	Sell	360,686 -40,000	-10%	-$5.08M	4.57%	3
2019 Q1	$47.3M	Sell	400,686 -100,000	-20%	-$10.9M	4.69%	3
2018 Q4	$50.9M	Hold	500,686	–	–	5.34%	2
2018 Q3	$57.3M	Hold	500,686	–	–	4.92%	2
2018 Q2	$49.4M	Hold	500,686	–	–	4.49%	3
2018 Q1	$45.7M	Hold	500,686	–	–	4.34%	3
2017 Q4	$42.8M	Sell	500,686 -105,000	-17%	-$8.61M	4.16%	3
2017 Q3	$45.1M	Hold	605,686	–	–	4.28%	3
2017 Q2	$41.8M	Hold	605,686	–	–	4.23%	3
2017 Q1	$39.9M	Sell	605,686 -75,000	-11%	-$4.81M	3.9%	4
2016 Q4	$42.3M	Hold	680,686	–	–	4.28%	4
2016 Q3	$39.2M	Hold	680,686	–	–	4%	4
2016 Q2	$34.8M	Hold	680,686	–	–	3.63%	5
2016 Q1	$37.6M	Hold	680,686	–	–	3.88%	5
2015 Q4	$37.8M	Hold	680,686	–	–	3.47%	6
2015 Q3	$30.1M	Hold	680,686	–	–	2.72%	8
2015 Q2	$30.1M	Hold	680,686	–	–	2.47%	11
2015 Q1	$27.7M	Hold	680,686	–	–	2.28%	12
2014 Q4	$31.6M	Hold	680,686	–	–	2.53%	9
2014 Q3	$31.6M	Hold	680,686	–	–	2.51%	10
2014 Q2	$28.4M	Hold	680,686	–	–	2.31%	12
2014 Q1	$27.9M	Hold	680,686	–	–	2.33%	12
2013 Q4	$25.5M	Hold	680,686	–	–	2.07%	18
2013 Q3	$22.7M	Sell	680,686 -29,000	-4%	-$954K	1.97%	21
2013 Q2	$24.5M	Buy	+709,686	New	+$23.3M	2.23%	15

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

General American Investors's MSFT Position: Q2 2026 in Review

General American Investors increased its Microsoft (MSFT) stake by 4% in Q2 2026, buying an estimated $2.02M and bringing the position to 131,400 shares worth $49M. The position accounts for 2.9% of the portfolio, ranked #11.

General American Investors first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $93.2M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

General American Investors held 131,400 shares of Microsoft worth $49M as of Q2 2026.
General American Investors bought 5,000 Microsoft shares in Q2 2026, an estimated $2.02M.
Microsoft made up 2.9% of General American Investors's portfolio in Q2 2026, its #11 holding.
General American Investors first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
General American Investors's Microsoft position peaked at $93.2M in Q3 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on General American Investors's 13F filing for Q2 2026, filed 31 Jul 2026.