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Guardian Investment Management’s Microsoft MSFT Stock Holding History

Guardian Investment 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 		$3.72M Buy
9,963
+119
+1% +$48.1K 2.4% 11
2026
Q1 		$3.66M Sell
9,844
-100
-1% -$41.8K 2.89% 9
2025
Q4 		$4.81M Sell
9,944
-400
-4% -$200K 3.75% 5
2025
Q3 		$5.36M Buy
10,344
+2,000
+24% +$1.02M 4.56% 3
2025
Q2 		$4.15M Sell
8,344
-1,150
-12% -$499K 4.18% 5
2025
Q1 		$3.56M Sell
9,494
-2,271
-19% -$926K 3% 7
2024
Q4 		$4.96M Sell
11,765
-600
-5% -$256K 3.54% 5
2024
Q3 		$5.32M Sell
12,365
-4,596
-27% -$1.96M 4.58% 2
2024
Q2 		$7.58M Buy
16,961
+2,006
+13% +$847K 5.42% 3
2024
Q1 		$6.29M Buy
14,955
+925
+7% +$374K 5.06% 3
2023
Q4 		$5.28M Sell
14,030
-1,270
-8% -$452K 4.44% 3
2023
Q3 		$4.83M Sell
15,300
-885
-5% -$292K 4.39% 3
2023
Q2 		$5.51M Sell
16,185
-7,930
-33% -$2.49M 4.69% 2
2023
Q1 		$5.69M Buy
24,115
+7,250
+43% +$1.85M 4.26% 5
2022
Q4 		$4.04M Buy
16,865
+1,025
+6% +$246K 3.82% 4
2022
Q3 		$3.69M Hold
15,840
– – 3.74% 3
2022
Q2 		$4.07M Sell
15,840
-1,500
-9% -$407K 3.54% 5
2022
Q1 		$5.35M Sell
17,340
-100
-0.6% -$30.1K 4.15% 3
2021
Q4 		$5.87M Buy
17,440
+50
+0.3% +$16.2K 4.08% 3
2021
Q3 		$4.9M Sell
17,390
-6,725
-28% -$1.96M 3.62% 5
2021
Q2 		$6.53M Hold
24,115
– – 4.47% 3
2021
Q1 		$5.68M Buy
24,115
+50
+0.2% +$11.6K 4.04% 6
2020
Q4 		$5.35M Sell
24,065
-200
-0.8% -$43K 4.06% 5
2020
Q3 		$5.1M Sell
24,265
-1,500
-6% -$315K 4.45% 5
2020
Q2 		$5.24M Sell
25,765
-520
-2% -$94.4K 4.75% 4
2020
Q1 		$4.14M Sell
26,285
-700
-3% -$115K 4.25% 5
2019
Q4 		$4.25M Hold
26,985
– – 3.38% 7
2019
Q3 		$3.75M Hold
26,985
– – 3.33% 9
2019
Q2 		$3.62M Sell
26,985
-445
-2% -$56.5K 3.14% 9
2019
Q1 		$3.23M Sell
27,430
-3,340
-11% -$364K 2.8% 11
2018
Q4 		$3.13M Buy
30,770
+1,240
+4% +$133K 2.89% 11
2018
Q3 		$3.38M Buy
29,530
+500
+2% +$54.2K 2.97% 11
2018
Q2 		$2.86M Buy
29,030
+5,550
+24% +$538K 2.74% 12
2018
Q1 		$2.14M Sell
23,480
-495
-2% -$45.3K 2.28% 18
2017
Q4 		$2.04M Buy
23,975
+995
+4% +$81.6K 2.15% 19
2017
Q3 		$1.71M Sell
22,980
-3,000
-12% -$219K 1.89% 19
2017
Q2 		$1.79M Sell
25,980
-1,700
-6% -$117K 1.98% 20
2017
Q1 		$1.82M Sell
27,680
-1,600
-5% -$103K 1.98% 20
2016
Q4 		$1.82M Buy
29,280
+6,400
+28% +$385K 2.1% 16
2016
Q3 		$1.17M Hold
22,880
– – 1.3% 28
2016
Q2 		$1.17M Sell
22,880
-4,170
-15% -$217K 1.3% 28
2016
Q1 		$1.49M Buy
27,050
+200
+0.7% +$10.5K 1.71% 22
2015
Q4 		$1.44M Sell
26,850
-700
-3% -$36.8K 1.55% 24
2015
Q3 		$1.44M Buy
27,550
+550
+2% +$24.7K 1.6% 22
2015
Q2 		$1.2M Sell
27,000
-3,000
-10% -$137K 1.34% 33
2015
Q1 		$1.22M Buy
30,000
+2,000
+7% +$87.1K 1.35% 32
2014
Q4 		$1.3M Hold
28,000
– – 1.37% 32
2014
Q3 		$1.15M Hold
28,000
– – 1.33% 32
2014
Q2 		$1.17M Hold
28,000
– – 1.27% 34
2014
Q1 		$1.15M Sell
28,000
-1,000
-3% -$37.5K 1.33% 32
2013
Q4 		$1.08M Buy
29,000
+1,000
+4% +$36.3K 1.2% 36
2013
Q3 		$932K Hold
28,000
– – 1.27% 33
2013
Q2 		$973K Buy
+28,000
New +$917K 1.4% 27

Other funds holding MSFT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Guardian Investment Management's MSFT Position: Q2 2026 in Review

Guardian Investment Management increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $48.1K and bringing the position to 9,963 shares worth $3.72M. The position accounts for 2.4% of the portfolio, ranked #11.

Guardian Investment Management first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.58M in Q2 2024. 2,569 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Guardian Investment Management held 9,963 shares of Microsoft worth $3.72M as of Q2 2026.
  • Guardian Investment Management bought 119 Microsoft shares in Q2 2026, an estimated $48.1K.
  • Microsoft made up 2.4% of Guardian Investment Management's portfolio in Q2 2026, its #11 holding.
  • Guardian Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Guardian Investment Management's Microsoft position peaked at $7.58M in Q2 2024.
  • 2,569 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.