Investment Management Trust’s Microsoft MSFT Stock Holding History

Investment Management Trust’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	$4.83M	Sell	12,957 -37	-0.3%	-$15K	4.33%	8
2026 Q1	$4.81M	Buy	+12,994	New	+$5.44M	4.69%	7

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

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

Investment Management Trust reduced its Microsoft (MSFT) stake by 0.28% in Q2 2026, selling an estimated $15K and leaving 12,957 shares worth $4.83M. The position accounts for 4.33% of the portfolio, ranked #8.

Investment Management Trust first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Investment Management Trust held 12,957 shares of Microsoft worth $4.83M as of Q2 2026.
Investment Management Trust sold 37 Microsoft shares in Q2 2026, an estimated $15K.
Microsoft made up 4.33% of Investment Management Trust's portfolio in Q2 2026, its #8 holding.
Investment Management Trust first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,180 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Investment Management Trust's 13F filing for Q2 2026, filed 11 Aug 2026.