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Hamilton Wealth’s Microsoft MSFT Stock Holding History

Hamilton Wealth’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 Buy
68,528
+316
+0.5% +$128K 4.68% 7
2026
Q1 		$25.3M Buy
68,212
+9,802
+17% +$4.1M 4.92% 6
2025
Q4 		$28.2M Buy
58,410
+3,039
+5% +$1.52M 5.37% 6
2025
Q3 		$28.7M Buy
55,371
+1,279
+2% +$652K 5.98% 4
2025
Q2 		$26.9M Sell
54,092
-1,104
-2% -$479K 6.02% 2
2025
Q1 		$20.7M Buy
55,196
+1,279
+2% +$521K 4.99% 4
2024
Q4 		$22.7M Sell
53,917
-897
-2% -$382K 5.51% 6
2024
Q3 		$23.6M Buy
54,814
+1,488
+3% +$636K 5.77% 4
2024
Q2 		$23.8M Sell
53,326
-1,229
-2% -$519K 6.4% 3
2024
Q1 		$23M Buy
54,555
+2,057
+4% +$833K 7.16% 2
2023
Q4 		$19.7M Buy
52,498
+1,201
+2% +$427K 6.21% 3
2023
Q3 		$16.2M Buy
51,297
+825
+2% +$273K 5.81% 4
2023
Q2 		$17.2M Sell
50,472
-2,742
-5% -$859K 5.98% 6
2023
Q1 		$15.3M Buy
53,214
+1,638
+3% +$418K 5.41% 6
2022
Q4 		$12.4M Buy
51,576
+1,720
+3% +$413K 5.03% 7
2022
Q3 		$11.6M Buy
49,856
+2,419
+5% +$639K 4.91% 7
2022
Q2 		$12.2M Buy
47,437
+2,408
+5% +$654K 4.77% 9
2022
Q1 		$13.9M Buy
45,029
+1,176
+3% +$354K 6.03% 6
2021
Q4 		$14.7M Buy
43,853
+781
+2% +$253K 6.59% 5
2021
Q3 		$12.1M Buy
43,072
+7,139
+20% +$2.08M 5.58% 7
2021
Q2 		$9.73M Buy
35,933
+1,681
+5% +$427K 4.54% 10
2021
Q1 		$8.08M Buy
34,252
+1,109
+3% +$257K 3.92% 13
2020
Q4 		$7.37M Sell
33,143
-554
-2% -$119K 3.78% 8
2020
Q3 		$7.09M Sell
33,697
-1,308
-4% -$275K 3.97% 7
2020
Q2 		$7.12M Buy
35,005
+232
+0.7% +$42.1K 4.25% 8
2020
Q1 		$5.48M Buy
34,773
+33,082
+1,956% +$5.44M 4.09% 8
2019
Q4 		$267K Buy
+1,691
New +$248K 0.18% 41

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hamilton Wealth's MSFT Position: Q2 2026 in Review

Hamilton Wealth increased its Microsoft (MSFT) stake by 0.46% in Q2 2026, buying an estimated $128K and bringing the position to 68,528 shares worth $25.6M. The position accounts for 4.68% of the portfolio, ranked #7.

Hamilton Wealth first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.7M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hamilton Wealth held 68,528 shares of Microsoft worth $25.6M as of Q2 2026.
  • Hamilton Wealth bought 316 Microsoft shares in Q2 2026, an estimated $128K.
  • Microsoft made up 4.68% of Hamilton Wealth's portfolio in Q2 2026, its #7 holding.
  • Hamilton Wealth first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Hamilton Wealth's Microsoft position peaked at $28.7M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.