Graver Capital Management’s Microsoft MSFT Stock Holding History

Graver Capital Management’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	$332K	Sell	889 -28	-3%	-$11.3K	0.24%	20
2026 Q1	$339K	Buy	917 +19	+2%	+$7.95K	0.26%	18
2025 Q4	$434K	Buy	898 +1	+0.1%	+$501	0.34%	17
2025 Q3	$465K	Sell	897 -214	-19%	-$109K	0.39%	17
2025 Q2	$553K	Hold	1,111	–	–	0.49%	16
2025 Q1	$417K	Sell	1,111 -6	-0.5%	-$2.45K	0.43%	18
2024 Q4	$471K	Buy	+1,117	New	+$476K	0.49%	16

Other funds holding MSFT

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Graver Capital Management's MSFT Position: Q2 2026 in Review

Graver Capital Management reduced its Microsoft (MSFT) stake by 3.1% in Q2 2026, selling an estimated $11.3K and leaving 889 shares worth $332K. The position accounts for 0.24% of the portfolio, ranked #20.

Graver Capital Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $553K in Q2 2025. 4,112 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Graver Capital Management held 889 shares of Microsoft worth $332K as of Q2 2026.
Graver Capital Management sold 28 Microsoft shares in Q2 2026, an estimated $11.3K.
Microsoft made up 0.24% of Graver Capital Management's portfolio in Q2 2026, its #20 holding.
Graver Capital Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Graver Capital Management's Microsoft position peaked at $553K in Q2 2025.
4,112 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.