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Investment House LLC’s Microsoft MSFT Stock Holding History

Investment House LLC’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 		$75.1M Sell
201,427
-7,362
-4% -$2.98M 3.4% 7
2026
Q1 		$77.3M Buy
208,789
+3,445
+2% +$1.44M 4.02% 4
2025
Q4 		$99.3M Sell
205,344
-1,660
-0.8% -$832K 4.72% 4
2025
Q3 		$107M Sell
207,004
-4,945
-2% -$2.52M 5.08% 3
2025
Q2 		$105M Sell
211,949
-11,584
-5% -$5.03M 5.33% 3
2025
Q1 		$83.9M Sell
223,533
-3,651
-2% -$1.49M 4.78% 3
2024
Q4 		$95.8M Sell
227,184
-6,443
-3% -$2.74M 5.21% 3
2024
Q3 		$101M Sell
233,627
-7,793
-3% -$3.33M 5.42% 3
2024
Q2 		$108M Buy
241,420
+786
+0.3% +$332K 6.16% 2
2024
Q1 		$101M Buy
240,634
+51,609
+27% +$20.9M 5.95% 2
2023
Q4 		$71.1M Sell
189,025
-299
-0.2% -$106K 5.03% 2
2023
Q3 		$59.8M Sell
189,324
-7,293
-4% -$2.41M 4.71% 2
2023
Q2 		$67M Sell
196,617
-3,205
-2% -$1M 5.01% 2
2023
Q1 		$57.6M Sell
199,822
-1,222
-0.6% -$312K 4.74% 2
2022
Q4 		$48.2M Sell
201,044
-660
-0.3% -$158K 4.51% 2
2022
Q3 		$47M Sell
201,704
-788
-0.4% -$208K 4.39% 2
2022
Q2 		$52M Buy
202,492
+2,667
+1% +$724K 4.58% 2
2022
Q1 		$61.6M Sell
199,825
-4,684
-2% -$1.41M 4.49% 2
2021
Q4 		$68.8M Sell
204,509
-3,528
-2% -$1.14M 4.42% 4
2021
Q3 		$58.6M Sell
208,037
-2,110
-1% -$614K 4.27% 4
2021
Q2 		$56.9M Sell
210,147
-2,035
-1% -$517K 4% 7
2021
Q1 		$50M Sell
212,182
-116,371
-35% -$27M 3.87% 4
2020
Q4 		$73.1M Sell
328,553
-4,643
-1% -$998K 5.13% 2
2020
Q3 		$70.1M Sell
333,196
-950
-0.3% -$200K 5.49% 2
2020
Q2 		$68M Buy
334,146
+5,285
+2% +$959K 5.98% 2
2020
Q1 		$51.9M Sell
328,861
-4,512
-1% -$742K 5.9% 2
2019
Q4 		$52.6M Sell
333,373
-2,715
-0.8% -$399K 4.87% 2
2019
Q3 		$46.7M Buy
336,088
+7,298
+2% +$1M 4.72% 2
2019
Q2 		$44M Buy
328,790
+2,367
+0.7% +$301K 4.61% 3
2019
Q1 		$38.5M Sell
326,423
-116
-0% -$12.7K 4.16% 3
2018
Q4 		$33.2M Sell
326,539
-5,702
-2% -$611K 4.13% 2
2018
Q3 		$38M Buy
332,241
+320
+0.1% +$34.7K 4.06% 3
2018
Q2 		$32.7M Buy
331,921
+578
+0.2% +$56K 3.79% 3
2018
Q1 		$30.2M Sell
331,343
-724
-0.2% -$66.2K 3.69% 3
2017
Q4 		$28.4M Buy
332,067
+50
+0% +$4.1K 3.45% 3
2017
Q3 		$24.7M Hold
332,017
– – 3.23% 3
2017
Q2 		$22.9M Buy
332,017
+150
+0% +$10.3K 3.08% 3
2017
Q1 		$21.9M Sell
331,867
-1,350
-0.4% -$86.5K 3.07% 3
2016
Q4 		$20.7M Sell
333,217
-550
-0.2% -$33.1K 3.15% 4
2016
Q3 		$19.2M Buy
333,767
+250
+0.1% +$14.1K 2.89% 3
2016
Q2 		$17.1M Buy
333,517
+865
+0.3% +$44.9K 2.73% 3
2016
Q1 		$18.4M Buy
332,652
+895
+0.3% +$46.9K 2.93% 3
2015
Q4 		$18.4M Sell
331,757
-499
-0.2% -$26.3K 3% 3
2015
Q3 		$14.7M Buy
332,256
+3,475
+1% +$156K 2.56% 4
2015
Q2 		$14.5M Sell
328,781
-5,395
-2% -$246K 2.33% 5
2015
Q1 		$13.6M Sell
334,176
-1,140
-0.3% -$49.6K 2.19% 7
2014
Q4 		$15.6M Sell
335,316
-751
-0.2% -$35.3K 2.51% 6
2014
Q3 		$15.6M Sell
336,067
-570
-0.2% -$25.4K 2.59% 6
2014
Q2 		$14M Sell
336,637
-1,325
-0.4% -$53.6K 2.4% 7
2014
Q1 		$13.9M Buy
337,962
+1,000
+0.3% +$37.5K 2.46% 8
2013
Q4 		$12.6M Sell
336,962
-605
-0.2% -$22K 2.27% 8
2013
Q3 		$11.2M Sell
337,567
-93,500
-22% -$3.08M 2.27% 8
2013
Q2 		$14.9M Buy
+431,067
New +$14.1M 3.23% 4

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Investment House LLC's MSFT Position: Q2 2026 in Review

Investment House LLC reduced its Microsoft (MSFT) stake by 3.5% in Q2 2026, selling an estimated $2.98M and leaving 201,427 shares worth $75.1M. The position accounts for 3.4% of the portfolio, ranked #7.

Investment House LLC first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $108M in Q2 2024. 3,044 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Investment House LLC held 201,427 shares of Microsoft worth $75.1M as of Q2 2026.
  • Investment House LLC sold 7,362 Microsoft shares in Q2 2026, an estimated $2.98M.
  • Microsoft made up 3.4% of Investment House LLC's portfolio in Q2 2026, its #7 holding.
  • Investment House LLC first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's Microsoft position peaked at $108M in Q2 2024.
  • 3,044 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.