Illumine Investment Management’s Microsoft MSFT Stock Holding History

Illumine 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	–	Sell	-6,224	Closed	-$2.52M	–	12
2026 Q1	$2.3M	Buy	6,224 +2,104	+51%	+$880K	1.77%	17
2025 Q4	$1.99M	Sell	4,120 -150	-4%	-$75.2K	1.45%	23
2025 Q3	$2.21M	Hold	4,270	–	–	1.58%	21
2025 Q2	$2.12M	Buy	4,270 +15	+0.4%	+$6.51K	1.69%	21
2025 Q1	$1.6M	Buy	4,255 +8	+0.2%	+$3.26K	1.31%	26
2024 Q4	$1.79M	Buy	+4,247	New	+$1.81M	1.47%	25

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 $3.37T AUM 44.26% 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

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

Illumine Investment Management sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 6,224 shares — an estimated $2.52M sold.

Illumine Investment Management first reported a position in MSFT in Q4 2024 and held it in 6 quarters. The position peaked at $2.3M in Q1 2026. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Illumine Investment Management reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Illumine Investment Management sold 6,224 Microsoft shares in Q2 2026, an estimated $2.52M.
Illumine Investment Management first reported a position in Microsoft in Q4 2024 and held it in 6 quarters.
Illumine Investment Management's Microsoft position peaked at $2.3M in Q1 2026.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Illumine Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.