Ivy Lane Capital Management’s Microsoft MSFT Stock Holding History

Ivy Lane Capital 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	-10,000	Closed	-$3.7M	–	17
2026 Q1	$3.7M	Sell	10,000 -10,000	-50%	-$4.18M	5.6%	6
2025 Q4	$9.67M	Sell	20,000 -10,000	-33%	-$5.01M	12.23%	3
2025 Q3	$15.5M	Sell	30,000 -56,000	-65%	-$28.6M	17.38%	2
2025 Q2	$42.8M	Hold	86,000	–	–	23.57%	1
2025 Q1	$32.3M	Hold	86,000	–	–	19.45%	1
2024 Q4	$36.2M	Hold	86,000	–	–	19.57%	2
2024 Q3	$37M	Hold	86,000	–	–	20.91%	1
2024 Q2	$38.4M	Hold	86,000	–	–	22.33%	1
2024 Q1	$36.2M	Hold	86,000	–	–	22.13%	1
2023 Q4	$32.3M	Hold	86,000	–	–	20.57%	1
2023 Q3	$27.2M	Hold	86,000	–	–	20.32%	1
2023 Q2	$29.3M	Hold	86,000	–	–	21.6%	1
2023 Q1	$24.8M	Hold	86,000	–	–	20.92%	1
2022 Q4	$20.6M	Hold	86,000	–	–	18.59%	1
2022 Q3	$20M	Hold	86,000	–	–	19.54%	1
2022 Q2	$22.1M	Hold	86,000	–	–	20.92%	1
2022 Q1	$26.5M	Hold	86,000	–	–	20.57%	2
2021 Q4	$28.9M	Hold	86,000	–	–	20.35%	1
2021 Q3	$24.2M	Hold	86,000	–	–	16.93%	2
2021 Q2	$23.3M	Hold	86,000	–	–	16.48%	2
2021 Q1	$20.3M	Hold	86,000	–	–	17.45%	1
2020 Q4	$19.1M	Buy	+86,000	New	+$18.5M	18.3%	1

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

Ivy Lane Capital Management's MSFT Position: Q2 2026 in Review

Ivy Lane Capital Management sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 10,000 shares — an estimated $3.7M sold.

Ivy Lane Capital Management first reported a position in MSFT in Q4 2020 and held it in 22 quarters. The position peaked at $42.8M in Q2 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ivy Lane Capital Management reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Ivy Lane Capital Management sold 10,000 Microsoft shares in Q2 2026, an estimated $3.7M.
Ivy Lane Capital Management first reported a position in Microsoft in Q4 2020 and held it in 22 quarters.
Ivy Lane Capital Management's Microsoft position peaked at $42.8M in Q2 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ivy Lane Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.