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Gimbal Financial’s Microsoft MSFT Stock Holding History

Gimbal Financial’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 		$942K Buy
+2,524
New +$1.02M 0.58% 14
2025
Q3 		$1.66M Buy
3,199
+239
+8% +$122K 1% 13
2025
Q2 		$1.47M Buy
2,960
+39
+1% +$16.9K 0.9% 14
2025
Q1 		$1.1M Buy
2,921
+30
+1% +$12.2K 0.99% 10
2024
Q4 		$1.22M Sell
2,891
-121
-4% -$51.5K 1% 14
2024
Q3 		$1.28M Sell
3,012
-103
-3% -$44K 0.83% 15
2024
Q2 		$1.42M Sell
3,115
-73
-2% -$30.8K 1.04% 12
2024
Q1 		$1.34M Sell
3,188
-532
-14% -$215K 1.1% 13
2023
Q4 		$1.4M Buy
+3,720
New +$1.32M 1.4% 12

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

Gimbal Financial's MSFT Position: Q2 2026 in Review

Gimbal Financial opened a new position in Microsoft (MSFT) in Q2 2026: 2,524 shares worth $942K. The stake represents 0.58% of the portfolio and ranks #14 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in MSFT as recently as Q3 2025.

Gimbal Financial first reported a position in MSFT in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.66M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gimbal Financial held 2,524 shares of Microsoft worth $942K as of Q2 2026.
  • Microsoft was a new Gimbal Financial position in Q2 2026.
  • Microsoft made up 0.58% of Gimbal Financial's portfolio in Q2 2026, its #14 holding.
  • Gimbal Financial first reported a position in Microsoft in Q4 2023 and has held it in 9 quarters since.
  • Gimbal Financial's Microsoft position peaked at $1.66M in Q3 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.