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Griffith & Werner’s Microsoft MSFT Stock Holding History

Griffith & Werner’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 		$7.5M Buy
20,092
+2,020
+11% +$817K 3.51% 7
2026
Q1 		$6.69M Buy
18,072
+5,012
+38% +$2.1M 3.32% 9
2025
Q4 		$6.32M Buy
13,060
+132
+1% +$66.1K 3.22% 13
2025
Q3 		$6.54M Buy
+12,928
New +$6.59M 3.39% 7
2025
Q1 		$5.36M Buy
14,281
+1,334
+10% +$544K 3.33% 10
2024
Q4 		$5.46M Buy
+12,947
New +$5.51M 3.6% 7

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Griffith & Werner's MSFT Position: Q2 2026 in Review

Griffith & Werner increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $817K and bringing the position to 20,092 shares worth $7.5M. The position accounts for 3.51% of the portfolio, ranked #7.

Griffith & Werner first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Griffith & Werner held 20,092 shares of Microsoft worth $7.5M as of Q2 2026.
  • Griffith & Werner bought 2,020 Microsoft shares in Q2 2026, an estimated $817K.
  • Microsoft made up 3.51% of Griffith & Werner's portfolio in Q2 2026, its #7 holding.
  • Griffith & Werner first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.