IKE Capital’s Microsoft MSFT Stock Holding History

IKE Capital’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	$7.25M	Sell	19,440 -1,191	-6%	-$482K	3.81%	6
2026 Q1	$7.64M	Buy	20,631 +3,689	+22%	+$1.54M	4.31%	5
2025 Q4	$8.19M	Buy	+16,942	New	+$8.49M	7.13%	2

Other funds holding MSFT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IKE Capital's MSFT Position: Q2 2026 in Review

IKE Capital reduced its Microsoft (MSFT) stake by 5.8% in Q2 2026, selling an estimated $482K and leaving 19,440 shares worth $7.25M. The position accounts for 3.81% of the portfolio, ranked #6.

IKE Capital first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.19M in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

IKE Capital held 19,440 shares of Microsoft worth $7.25M as of Q2 2026.
IKE Capital sold 1,191 Microsoft shares in Q2 2026, an estimated $482K.
Microsoft made up 3.81% of IKE Capital's portfolio in Q2 2026, its #6 holding.
IKE Capital first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
IKE Capital's Microsoft position peaked at $8.19M in Q4 2025.
6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on IKE Capital's 13F filing for Q2 2026, filed 16 Sep 2026.