James Hambro & Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $160M | Buy |
428,709
+1,992
| +0.5% | +$806K | 5.78% | 7 |
|
|
2026
Q1 | $158M | Buy |
426,717
+7,818
| +2% | +$3.27M | 6.19% | 5 |
|
|
2025
Q4 | $203M | Buy |
418,899
+12,011
| +3% | +$6.02M | 7.24% | 4 |
|
|
2025
Q3 | $211M | Buy |
406,888
+20,148
| +5% | +$10.3M | 7.49% | 3 |
|
|
2025
Q2 | $192M | Buy |
386,740
+9,587
| +3% | +$4.16M | 7.61% | 3 |
|
|
2025
Q1 | $141M | Buy |
377,153
+11,653
| +3% | +$4.75M | 5.9% | 4 |
|
|
2024
Q4 | $154M | Buy |
365,500
+4,639
| +1% | +$1.98M | 6.08% | 3 |
|
|
2024
Q3 | $155M | Buy |
360,861
+1,883
| +0.5% | +$805K | 6.48% | 2 |
|
|
2024
Q2 | $160M | Buy |
358,978
+3,270
| +0.9% | +$1.38M | 7.45% | 1 |
|
|
2024
Q1 | $149M | Sell |
355,708
-9,785
| -3% | -$3.96M | 6.99% | 2 |
|
|
2023
Q4 | $137M | Buy |
365,493
+7,461
| +2% | +$2.66M | 7.32% | 1 |
|
|
2023
Q3 | $113M | Sell |
358,032
-1,986
| -0.6% | -$656K | 7.32% | 1 |
|
|
2023
Q2 | $123M | Sell |
360,018
-8,084
| -2% | -$2.53M | 8.08% | 1 |
|
|
2023
Q1 | $106M | Buy |
368,102
+6,148
| +2% | +$1.57M | 7.76% | 1 |
|
|
2022
Q4 | $86.8M | Buy |
361,954
+386
| +0.1% | +$92.6K | 6.63% | 2 |
|
|
2022
Q3 | $84.2M | Sell |
361,568
-4,395
| -1% | -$1.16M | 7.35% | 1 |
|
|
2022
Q2 | $94M | Sell |
365,963
-2,681
| -0.7% | -$728K | 7.84% | 1 |
|
|
2022
Q1 | $114M | Sell |
368,644
-3,123
| -0.8% | -$940K | 8.06% | 1 |
|
|
2021
Q4 | $125M | Sell |
371,767
-33,220
| -8% | -$10.8M | 8.48% | 1 |
|
|
2021
Q3 | $114M | Buy |
404,987
+7,682
| +2% | +$2.24M | 8.51% | 2 |
|
|
2021
Q2 | $108M | Sell |
397,305
-5,383
| -1% | -$1.37M | 8.52% | 1 |
|
|
2021
Q1 | $95M | Sell |
402,688
-5,739
| -1% | -$1.33M | 8.78% | 2 |
|
|
2020
Q4 | $90.8M | Sell |
408,427
-2,035
| -0.5% | -$438K | 10.18% | 1 |
|
|
2020
Q3 | $86.3M | Buy |
410,462
+8,616
| +2% | +$1.81M | 12.17% | 1 |
|
|
2020
Q2 | $81.8M | Sell |
401,846
-941
| -0.2% | -$171K | 12.66% | 1 |
|
|
2020
Q1 | $63.5M | Sell |
402,787
-29,363
| -7% | -$4.83M | 12.44% | 1 |
|
|
2019
Q4 | $68.1M | Buy |
432,150
+8,280
| +2% | +$1.22M | 11.54% | 1 |
|
|
2019
Q3 | $58.9M | Buy |
+423,870
| New | +$58.3M | 11.79% | 1 |
|
|
2019
Q1 | $47.7M | Buy |
404,192
+26,675
| +7% | +$2.91M | 13.95% | 1 |
|
|
2018
Q4 | $38.4M | Sell |
377,517
-12,766
| -3% | -$1.37M | 15.05% | 1 |
|
|
2018
Q3 | $44.7M | Buy |
390,283
+5,131
| +1% | +$556K | 15.04% | 1 |
|
|
2018
Q2 | $38M | Buy |
385,152
+56,254
| +17% | +$5.45M | 13.87% | 1 |
|
|
2018
Q1 | $30M | Buy |
328,898
+153,578
| +88% | +$14M | 11.79% | 3 |
|
|
2017
Q4 | $15M | Buy |
+175,320
| New | +$14.4M | 8.32% | 4 |
|
Other funds holding MSFT
James Hambro & Partners's MSFT Position: Q2 2026 in Review
James Hambro & Partners increased its Microsoft (MSFT) stake by 0.47% in Q2 2026, buying an estimated $806K and bringing the position to 428,709 shares worth $160M. The position accounts for 5.78% of the portfolio, ranked #7.
James Hambro & Partners first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $211M in Q3 2025. 3,057 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- James Hambro & Partners held 428,709 shares of Microsoft worth $160M as of Q2 2026.
- James Hambro & Partners bought 1,992 Microsoft shares in Q2 2026, an estimated $806K.
- Microsoft made up 5.78% of James Hambro & Partners's portfolio in Q2 2026, its #7 holding.
- James Hambro & Partners first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- James Hambro & Partners's Microsoft position peaked at $211M in Q3 2025.
- 3,057 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.