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Gleason Group’s Microsoft MSFT Stock Holding History

Gleason Group’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 		$102K Buy
273
+1
+0.4% +$405 0.01% 101
2026
Q1 		$101K Hold
272
– – 0.01% 92
2025
Q4 		$131K Buy
272
+77
+39% +$38.6K 0.01% 81
2025
Q3 		$101K Buy
195
+6
+3% +$3.06K 0.01% 86
2025
Q2 		$94K Sell
189
-2
-1% -$869 0.01% 88
2025
Q1 		$71.5K Buy
191
+1
+0.5% +$408 0.01% 97
2024
Q4 		$80.2K Hold
190
– – 0.01% 94
2024
Q3 		$81.7K Sell
190
-11
-5% -$4.7K 0.02% 98
2024
Q2 		$89.7K Buy
201
+1
+0.5% +$422 0.02% 92
2024
Q1 		$84.3K Hold
200
– – 0.02% 92
2023
Q4 		$75.2K Hold
200
– – 0.02% 99
2023
Q3 		$63K Buy
200
+1
+0.5% +$330 0.02% 106
2023
Q2 		$67.8K Hold
199
– – 0.02% 107
2023
Q1 		$57.3K Buy
199
+105
+112% +$26.8K 0.02% 106
2022
Q4 		$22.4K Buy
94
+1
+1% +$240 0.01% 141
2022
Q3 		$22K Buy
93
+80
+615% +$21.1K 0.01% 141
2022
Q2 		$3K Buy
13
+11
+550% +$2.98K ﹤0.01% 215
2022
Q1 		$1K Hold
2
– – ﹤0.01% 203
2021
Q4 		$1K Hold
2
– – ﹤0.01% 197
2021
Q3 		$1K Hold
2
– – ﹤0.01% 198
2021
Q2 		$1K Hold
2
– – ﹤0.01% 194
2021
Q1 		$0 Hold
2
– – ﹤0.01% 200
2020
Q4 		$0 Buy
+2
New +$430 ﹤0.01% 189

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

Gleason Group's MSFT Position: Q2 2026 in Review

Gleason Group increased its Microsoft (MSFT) stake by 0.37% in Q2 2026, buying an estimated $405 and bringing the position to 273 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #101.

Gleason Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $131K in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gleason Group held 273 shares of Microsoft worth $102K as of Q2 2026.
  • Gleason Group bought 1 Microsoft share in Q2 2026, an estimated $405.
  • Microsoft made up 0.01% of Gleason Group's portfolio in Q2 2026, its #101 holding.
  • Gleason Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Gleason Group's Microsoft position peaked at $131K in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.