Hayek Kallen Investment Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.8M Sell
58,559
-251
-0.4% -$102K 6.63% 2
2026
Q1
$21.8M Buy
+58,810
New +$24.6M 7.09% 2
2025
Q4
Sell
-59,437
Closed -$30.8M 144
2025
Q3
$30.8M Sell
59,437
-638
-1% -$325K 9.72% 2
2025
Q2
$29.9M Buy
60,075
+304
+0.5% +$132K 10.16% 1
2025
Q1
$22.4M Sell
59,771
-346
-0.6% -$141K 8.26% 2
2024
Q4
$25.3M Sell
60,117
-1,451
-2% -$618K 9.21% 2
2024
Q3
$26.5M Sell
61,568
-1,167
-2% -$499K 9.39% 2
2024
Q2
$28M Sell
62,735
-483
-0.8% -$204K 10.45% 2
2024
Q1
$26.6M Sell
63,218
-1,152
-2% -$466K 10.19% 1
2023
Q4
$24.2M Sell
64,370
-736
-1% -$262K 10.11% 2
2023
Q3
$20.6M Sell
65,106
-1,076
-2% -$356K 9.21% 2
2023
Q2
$22.5M Buy
66,182
+2,758
+4% +$864K 9.59% 2
2023
Q1
$18.3M Sell
63,424
-1,413
-2% -$360K 8.27% 2
2022
Q4
$15.5M Sell
64,837
-3,261
-5% -$783K 7.17% 2
2022
Q3
$15.9M Sell
68,098
-438
-0.6% -$116K 7.45% 2
2022
Q2
$17.6M Sell
68,536
-642
-0.9% -$174K 7.67% 2
2022
Q1
$21.3M Sell
69,178
-977
-1% -$294K 7.9% 2
2021
Q4
$23.6M Sell
70,155
-1,734
-2% -$562K 8.41% 2
2021
Q3
$20.3M Sell
71,889
-2,812
-4% -$818K 9.24% 2
2021
Q2
$20.2M Sell
74,701
-954
-1% -$242K 8.5% 2
2021
Q1
$17.8M Sell
75,655
-956
-1% -$222K 8.04% 2
2020
Q4
$17M Sell
76,611
-426
-0.6% -$91.6K 8.24% 2
2020
Q3
$16.2M Sell
77,037
-1,049
-1% -$220K 9.05% 2
2020
Q2
$15.9M Buy
78,086
+154
+0.2% +$28K 9% 2
2020
Q1
$12.3M Sell
77,932
-2,784
-3% -$458K 8.24% 1
2019
Q4
$12.7M Sell
80,716
-1,298
-2% -$191K 7.35% 1
2019
Q3
$11.4M Sell
82,014
-898
-1% -$123K 7.12% 1
2019
Q2
$11.1M Sell
82,912
-1,478
-2% -$188K 7.04% 1
2019
Q1
$9.95M Sell
84,390
-4,090
-5% -$446K 6.45% 1
2018
Q4
$8.99M Sell
88,480
-393
-0.4% -$42.1K 6.44% 1
2018
Q3
$10.2M Sell
88,873
-1,723
-2% -$187K 6.51% 1
2018
Q2
$8.93M Sell
90,596
-775
-0.8% -$75.1K 6.17% 1
2018
Q1
$8.34M Sell
91,371
-2,669
-3% -$244K 5.78% 1
2017
Q4
$8.04M Sell
94,040
-1,981
-2% -$163K 5.28% 2
2017
Q3
$7.15M Sell
96,021
-2,023
-2% -$148K 4.9% 3
2017
Q2
$6.76M Sell
98,044
-3,857
-4% -$265K 4.57% 3
2017
Q1
$6.71M Sell
101,901
-2,496
-2% -$160K 4.65% 3
2016
Q4
$6.49M Sell
104,397
-3,196
-3% -$192K 4.73% 2
2016
Q3
$6.2M Sell
107,593
-911
-0.8% -$51.4K 4.42% 2
2016
Q2
$5.55M Sell
108,504
-1,752
-2% -$91K 3.99% 4
2016
Q1
$6.09M Sell
110,256
-1,983
-2% -$104K 4.51% 2
2015
Q4
$6.23M Sell
112,239
-7,452
-6% -$392K 4.77% 1
2015
Q3
$5.3M Sell
119,691
-1,697
-1% -$76.2K 4.12% 2
2015
Q2
$5.36M Buy
121,388
+3,410
+3% +$156K 4% 4
2015
Q1
$4.8M Sell
117,978
-102
-0.1% -$4.44K 3.54% 8
2014
Q4
$5.49M Sell
118,080
-4,597
-4% -$216K 4.05% 3
2014
Q3
$5.69M Sell
122,677
-3,777
-3% -$168K 4.33% 3
2014
Q2
$5.27M Buy
126,454
+24
+0% +$971 3.99% 6
2014
Q1
$5.18M Sell
126,430
-2,198
-2% -$82.5K 4.13% 6
2013
Q4
$4.81M Sell
128,628
-341
-0.3% -$12.4K 3.75% 6
2013
Q3
$4.29M Sell
128,969
-4,888
-4% -$161K 3.55% 8
2013
Q2
$4.62M Buy
+133,857
New +$4.39M 3.91% 6

Other funds holding MSFT

Hayek Kallen Investment Management's MSFT Position: Q2 2026 in Review

Hayek Kallen Investment Management reduced its Microsoft (MSFT) stake by 0.43% in Q2 2026, selling an estimated $102K and leaving 58,559 shares worth $21.8M. The position accounts for 6.63% of the portfolio, ranked #2.

Hayek Kallen Investment Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.8M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hayek Kallen Investment Management held 58,559 shares of Microsoft worth $21.8M as of Q2 2026.
  • Hayek Kallen Investment Management sold 251 Microsoft shares in Q2 2026, an estimated $102K.
  • Microsoft made up 6.63% of Hayek Kallen Investment Management's portfolio in Q2 2026, its #2 holding.
  • Hayek Kallen Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Hayek Kallen Investment Management's Microsoft position peaked at $30.8M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.