Giverny Capital’s Microsoft MSFT Stock Holding History

Giverny Capital’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 Q3	$896K	Sell	1,746 -41	-2%	-$19K	0.03%	50
2026 Q2	$667K	Sell	1,787 -123	-6%	-$49.8K	0.02%	49
2026 Q1	$707K	Buy	1,910 +206	+12%	+$86.2K	0.03%	49
2025 Q4	$824K	Buy	1,704 +1	+0.1%	+$501	0.03%	44
2025 Q3	$882K	Sell	1,703 -600	-26%	-$306K	0.03%	47
2025 Q2	$1.15M	Buy	2,303 +316	+16%	+$137K	0.04%	47
2025 Q1	$746K	Sell	1,987 -367	-16%	-$150K	0.03%	50
2024 Q4	$992K	Buy	+2,354	New	+$1M	0.04%	51
2024 Q1	–	Sell	-288	Closed	-$108K	–	61
2023 Q4	$108K	Sell	288 -3,312	-92%	-$1.18M	0.01%	59
2023 Q3	$1.14M	Buy	3,600 +6	+0.2%	+$1.98K	0.06%	41
2023 Q2	$1.22M	Buy	3,594 +16	+0.4%	+$5.02K	0.06%	41
2023 Q1	$1.03M	Hold	3,578	–	–	0.06%	42
2022 Q4	$858K	Hold	3,578	–	–	0.05%	45
2022 Q3	$833K	Hold	3,578	–	–	0.06%	41
2022 Q2	$919K	Hold	3,578	–	–	0.06%	41
2022 Q1	$1.1M	Hold	3,578	–	–	0.06%	40
2021 Q4	$1.2M	Hold	3,578	–	–	0.06%	43
2021 Q3	$1.01M	Hold	3,578	–	–	0.06%	41
2021 Q2	$969K	Hold	3,578	–	–	0.06%	40
2021 Q1	$844K	Hold	3,578	–	–	0.06%	39
2020 Q4	$796K	Buy	3,578 +49	+1%	+$10.5K	0.06%	39
2020 Q3	$742K	Hold	3,529	–	–	0.07%	41
2020 Q2	$718K	Buy	+3,529	New	+$641K	0.07%	39

Other funds holding MSFT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Giverny Capital's MSFT Position: Q3 2026 in Review

Giverny Capital reduced its Microsoft (MSFT) stake by 2.3% in Q3 2026, selling an estimated $19K and leaving 1,746 shares worth $896K. The position accounts for 0.03% of the portfolio, ranked #50.

Giverny Capital first reported a position in MSFT in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.22M in Q2 2023. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Giverny Capital held 1,746 shares of Microsoft worth $896K as of Q3 2026.
Giverny Capital sold 41 Microsoft shares in Q3 2026, an estimated $19K.
Microsoft made up 0.03% of Giverny Capital's portfolio in Q3 2026, its #50 holding.
Giverny Capital first reported a position in Microsoft in Q2 2020 and has held it in 23 quarters since.
Giverny Capital's Microsoft position peaked at $1.22M in Q2 2023.
4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Giverny Capital's 13F filing for Q3 2026, filed 12 Nov 2026.