GL
MSFT icon

Gerber LLC’s Microsoft MSFT Stock Holding History

Gerber LLC’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 		$1.59M Buy
4,273
+10
+0.2% +$4.05K 0.75% 23
2026
Q1 		$1.58M Buy
4,263
+36
+0.9% +$15.1K 0.88% 19
2025
Q4 		$2.04M Hold
4,227
– – 1.14% 15
2025
Q3 		$2.19M Sell
4,227
-2,920
-41% -$1.49M 1.38% 14
2025
Q2 		$3.55M Buy
7,147
+92
+1% +$40K 2.5% 12
2025
Q1 		$2.65M Sell
7,055
-95
-1% -$38.7K 2.21% 12
2024
Q4 		$3.01M Sell
7,150
-10
-0.1% -$4.26K 2.2% 13
2024
Q3 		$3.08M Buy
7,160
+20
+0.3% +$8.55K 2.26% 12
2024
Q2 		$3.19M Buy
7,140
+16
+0.2% +$6.76K 2.51% 12
2024
Q1 		$3M Sell
7,124
-1,431
-17% -$579K 2.52% 9
2023
Q4 		$3.22M Buy
+8,555
New +$3.04M 2.9% 9

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

Gerber LLC's MSFT Position: Q2 2026 in Review

Gerber LLC increased its Microsoft (MSFT) stake by 0.23% in Q2 2026, buying an estimated $4.05K and bringing the position to 4,273 shares worth $1.59M. The position accounts for 0.75% of the portfolio, ranked #23.

Gerber LLC first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.55M in Q2 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gerber LLC held 4,273 shares of Microsoft worth $1.59M as of Q2 2026.
  • Gerber LLC bought 10 Microsoft shares in Q2 2026, an estimated $4.05K.
  • Microsoft made up 0.75% of Gerber LLC's portfolio in Q2 2026, its #23 holding.
  • Gerber LLC first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Gerber LLC's Microsoft position peaked at $3.55M in Q2 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.