Global Retirement Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $90.3M | Buy |
+242,026
| New | +$97.9M | 1.38% | 7 |
|
|
2025
Q4 | $113M | Buy |
233,220
+59,209
| +34% | +$29.7M | 2% | 5 |
|
|
2025
Q3 | $90.1M | Buy |
174,011
+6,758
| +4% | +$3.45M | 2.02% | 7 |
|
|
2025
Q2 | $83.2M | Buy |
+167,253
| New | +$72.6M | 2.06% | 7 |
|
|
2024
Q4 | $62.5M | Buy |
148,268
+2,349
| +2% | +$1M | 1.79% | 7 |
|
|
2024
Q3 | $62.8M | Buy |
145,919
+6,796
| +5% | +$2.91M | 1.9% | 6 |
|
|
2024
Q2 | $62.2M | Buy |
139,123
+21,112
| +18% | +$8.92M | 1.95% | 5 |
|
|
2024
Q1 | $49.6M | Buy |
118,011
+6,890
| +6% | +$2.79M | 1.85% | 7 |
|
|
2023
Q4 | $43.4M | Buy |
111,121
+2,972
| +3% | +$1.06M | 1.81% | 7 |
|
|
2023
Q3 | $34.5M | Buy |
108,149
+1,886
| +2% | +$623K | 1.74% | 7 |
|
|
2023
Q2 | $36.2M | Buy |
106,263
+1,496
| +1% | +$469K | 1.77% | 6 |
|
|
2023
Q1 | $31.9M | Buy |
104,767
+15,385
| +17% | +$3.92M | 1.69% | 6 |
|
|
2022
Q4 | $21.4M | Buy |
89,382
+4,535
| +5% | +$1.09M | 1.47% | 9 |
|
|
2022
Q3 | $19.7M | Buy |
84,847
+3,203
| +4% | +$846K | 1.49% | 8 |
|
|
2022
Q2 | $21M | Buy |
81,644
+533
| +0.7% | +$145K | 1.68% | 6 |
|
|
2022
Q1 | $21.1M | Buy |
+81,111
| New | +$24.4M | 1.66% | 6 |
|
|
2021
Q4 | – | Sell |
-66,845
| Closed | -$18.8M | – | 1214 |
|
|
2021
Q3 | $18.8M | Buy |
66,845
+1,796
| +3% | +$523K | 1.86% | 5 |
|
|
2021
Q2 | $17.6M | Buy |
65,049
+1,504
| +2% | +$382K | 1.81% | 5 |
|
|
2021
Q1 | $15M | Buy |
63,545
+1,478
| +2% | +$343K | 1.75% | 8 |
|
|
2020
Q4 | $13.8M | Sell |
62,067
-4,097
| -6% | -$881K | 1.73% | 7 |
|
|
2020
Q3 | $13.9M | Buy |
66,164
+2,126
| +3% | +$447K | 2.04% | 4 |
|
|
2020
Q2 | $13M | Buy |
64,038
+1,080
| +2% | +$196K | 2.08% | 4 |
|
|
2020
Q1 | $9.93M | Sell |
62,958
-2,201
| -3% | -$362K | 1.88% | 5 |
|
|
2019
Q4 | $10.3M | Buy |
65,159
+26
| +0% | +$3.82K | 1.57% | 6 |
|
|
2019
Q3 | $9.05M | Buy |
65,133
+16,741
| +35% | +$2.3M | 1.49% | 9 |
|
|
2019
Q2 | $6.48M | Buy |
48,392
+17,679
| +58% | +$2.24M | 1.24% | 12 |
|
|
2019
Q1 | $3.62M | Buy |
30,713
+1,004
| +3% | +$110K | 0.88% | 20 |
|
|
2018
Q4 | $3.02M | Sell |
29,709
-1,201
| -4% | -$129K | 0.77% | 23 |
|
|
2018
Q3 | $3.54M | Buy |
30,910
+1,278
| +4% | +$139K | 0.8% | 26 |
|
|
2018
Q2 | $2.92M | Buy |
29,632
+5,555
| +23% | +$538K | 0.74% | 27 |
|
|
2018
Q1 | $2.2M | Buy |
24,077
+10,599
| +79% | +$969K | 0.61% | 29 |
|
|
2017
Q4 | $1.15M | Buy |
13,478
+6,413
| +91% | +$526K | 0.32% | 54 |
|
|
2017
Q3 | $526K | Sell |
7,065
-339
| -5% | -$24.8K | 0.22% | 109 |
|
|
2017
Q2 | $510K | Buy |
7,404
+561
| +8% | +$38.5K | 0.24% | 100 |
|
|
2017
Q1 | $451K | Sell |
6,843
-226
| -3% | -$14.5K | 0.25% | 95 |
|
|
2016
Q4 | $439K | Buy |
+7,069
| New | +$425K | 0.29% | 81 |
|
Other funds holding MSFT
Global Retirement Partners's MSFT Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Microsoft (MSFT) in Q2 2026: 242,026 shares worth $90.3M. The stake represents 1.38% of the portfolio and ranks #7 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MSFT as recently as Q4 2025.
Global Retirement Partners first reported a position in MSFT in Q4 2016 and has held it in 36 quarters since. The position peaked at $113M in Q4 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Global Retirement Partners held 242,026 shares of Microsoft worth $90.3M as of Q2 2026.
- Microsoft was a new Global Retirement Partners position in Q2 2026.
- Microsoft made up 1.38% of Global Retirement Partners's portfolio in Q2 2026, its #7 holding.
- Global Retirement Partners first reported a position in Microsoft in Q4 2016 and has held it in 36 quarters since.
- Global Retirement Partners's Microsoft position peaked at $113M in Q4 2025.
- 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.