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 Q1	–	Sell	-140,000	Closed	-$65.7M	–	76
2025 Q4	$65.7M	Buy	140,000 +70,000	+100%	+$35.1M	3.71%	9
2025 Q3	$35.5M	Buy	70,000 +20,000	+40%	+$10.2M	2.06%	16
2025 Q2	$22.5M	Buy	+50,000	New	+$21.7M	1.44%	24
2024 Q3	–	Sell	-50,000	Closed	-$21.5M	–	74
2024 Q2	$21.5M	Buy	+50,000	New	+$21.1M	1.5%	19
2019 Q1	–	Sell	-1,500	Closed	-$728K	–	67
2018 Q4	$728K	Hold	1,500	–	–	0.08%	66
2018 Q3	$263K	Buy	+1,500	New	+$163K	0.02%	66

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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. 3,060 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.
3,060 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.