InceptionR’s Microsoft MSFT Stock Holding History

InceptionR’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	-1,797	Closed	-$665K	–	825
2026 Q1	$665K	Buy	+1,797	New	+$752K	0.16%	220
2024 Q4	–	Sell	-1,449	Closed	-$624K	–	780
2024 Q3	$624K	Buy	+1,449	New	+$619K	0.15%	265

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

InceptionR's MSFT Position: Q2 2026 in Review

InceptionR sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 1,797 shares — an estimated $665K sold.

InceptionR first reported a position in MSFT in Q3 2024 and held it in 2 quarters. The position peaked at $665K in Q1 2026. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

InceptionR reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
InceptionR sold 1,797 Microsoft shares in Q2 2026, an estimated $665K.
InceptionR first reported a position in Microsoft in Q3 2024 and held it in 2 quarters.
InceptionR's Microsoft position peaked at $665K in Q1 2026.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.