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Leeward Financial Partners’s Microsoft MSFT Stock Holding History

Leeward Financial Partners’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 		$19.3M Sell
51,834
-674
-1% -$273K 5.07% 2
2026
Q1 		$19.4M Sell
52,508
-1,739
-3% -$728K 5.78% 1
2025
Q4 		$26.2M Buy
54,247
+4,233
+8% +$2.12M 7.37% 1
2025
Q3 		$25.9M Buy
50,014
+5,415
+12% +$2.76M 7.37% 1
2025
Q2 		$22.2M Buy
44,599
+572
+1% +$248K 7.03% 1
2025
Q1 		$16.5M Buy
44,027
+2,089
+5% +$852K 6.17% 2
2024
Q4 		$17.7M Buy
41,938
+1,534
+4% +$653K 6.3% 3
2024
Q3 		$17.4M Buy
40,404
+4,202
+12% +$1.8M 6.56% 1
2024
Q2 		$16.2M Buy
36,202
+592
+2% +$250K 6.57% 1
2024
Q1 		$15M Buy
35,610
+4,861
+16% +$1.97M 6.34% 1
2023
Q4 		$11.6M Buy
30,749
+237
+0.8% +$84.4K 5.58% 1
2023
Q3 		$9.63M Buy
30,512
+1,737
+6% +$574K 5.33% 3
2023
Q2 		$9.8M Buy
28,775
+1,767
+7% +$554K 5.63% 1
2023
Q1 		$7.79M Sell
27,008
-273
-1% -$69.6K 4.77% 1
2022
Q4 		$6.54M Sell
27,281
-2,051
-7% -$492K 4.52% 2
2022
Q3 		$6.83M Buy
29,332
+2,607
+10% +$688K 4.9% 1
2022
Q2 		$6.86M Buy
26,725
+7,293
+38% +$1.98M 4.71% 2
2022
Q1 		$5.99M Buy
19,432
+885
+5% +$266K 3.7% 5
2021
Q4 		$6.24M Buy
+18,547
New +$6.01M 3.9% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Leeward Financial Partners's MSFT Position: Q2 2026 in Review

Leeward Financial Partners reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $273K and leaving 51,834 shares worth $19.3M. The position accounts for 5.07% of the portfolio, ranked #2.

Leeward Financial Partners first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $26.2M in Q4 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Leeward Financial Partners held 51,834 shares of Microsoft worth $19.3M as of Q2 2026.
  • Leeward Financial Partners sold 674 Microsoft shares in Q2 2026, an estimated $273K.
  • Microsoft made up 5.07% of Leeward Financial Partners's portfolio in Q2 2026, its #2 holding.
  • Leeward Financial Partners first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Leeward Financial Partners's Microsoft position peaked at $26.2M in Q4 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.