GLOBALT Investments’s Microsoft MSFT Stock Holding History

GLOBALT Investments’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	$25.6M	Sell	68,692 -2,586	-4%	-$1.05M	0.86%	23
2026 Q1	$26.4M	Buy	71,278 +732	+1%	+$306K	0.94%	20
2025 Q4	$34.1M	Sell	70,546 -2,000	-3%	-$1M	1.25%	17
2025 Q3	$37.6M	Sell	72,546 -4,716	-6%	-$2.41M	1.37%	15
2025 Q2	$38.4M	Sell	77,262 -3,294	-4%	-$1.43M	1.47%	15
2025 Q1	$30.2M	Sell	80,556 -7,521	-9%	-$3.07M	1.24%	17
2024 Q4	$37.1M	Sell	88,077 -660	-0.7%	-$281K	1.42%	15
2024 Q3	$38.2M	Sell	88,737 -2,103	-2%	-$899K	1.43%	14
2024 Q2	$40.6M	Sell	90,840 -1,554	-2%	-$656K	1.62%	14
2024 Q1	$38.9M	Sell	92,394 -3,335	-3%	-$1.35M	1.55%	15
2023 Q4	$36M	Buy	+95,729	New	+$34.1M	1.5%	18

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GLOBALT Investments's MSFT Position: Q2 2026 in Review

GLOBALT Investments reduced its Microsoft (MSFT) stake by 3.6% in Q2 2026, selling an estimated $1.05M and leaving 68,692 shares worth $25.6M. The position accounts for 0.86% of the portfolio, ranked #23.

GLOBALT Investments first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.6M in Q2 2024. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

GLOBALT Investments held 68,692 shares of Microsoft worth $25.6M as of Q2 2026.
GLOBALT Investments sold 2,586 Microsoft shares in Q2 2026, an estimated $1.05M.
Microsoft made up 0.86% of GLOBALT Investments's portfolio in Q2 2026, its #23 holding.
GLOBALT Investments first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's Microsoft position peaked at $40.6M in Q2 2024.
6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.