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Leith Wheeler Investment Counsel’s Microsoft MSFT Stock Holding History

Leith Wheeler Investment Counsel’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 		$44.3M Buy
118,732
+56,014
+89% +$22.7M 3.37% 2
2026
Q1 		$23.2M Buy
62,718
+57,524
+1,108% +$24.1M 1.92% 15
2025
Q4 		$2.51M Buy
5,194
+3,616
+229% +$1.81M 0.19% 53
2025
Q3 		$817K Buy
1,578
+219
+16% +$112K 0.06% 61
2025
Q2 		$676K Sell
1,359
-1,823
-57% -$792K 0.05% 55
2025
Q1 		$1.19M Buy
3,182
+1,672
+111% +$682K 0.08% 57
2024
Q4 		$636K Buy
1,510
+142
+10% +$60.5K 0.05% 56
2024
Q3 		$589K Buy
1,368
+432
+46% +$185K 0.04% 57
2024
Q2 		$418K Sell
936
-812
-46% -$343K 0.04% 56
2024
Q1 		$735K Buy
1,748
+617
+55% +$250K 0.07% 56
2023
Q4 		$425K Sell
1,131
-122
-10% -$43.4K 0.05% 54
2023
Q3 		$396K Buy
1,253
+172
+16% +$56.8K 0.05% 55
2023
Q2 		$368K Hold
1,081
– – 0.05% 58
2023
Q1 		$313K Sell
1,081
-398
-27% -$102K 0.05% 54
2022
Q4 		$355K Sell
1,479
-50
-3% -$12K 0.05% 51
2022
Q3 		$356K Sell
1,529
-76
-5% -$20.1K 0.06% 51
2022
Q2 		$531K Buy
+1,605
New +$436K 0.07% 50
2022
Q1 		– Sell
-1,256
Closed -$422K – 58
2021
Q4 		$422K Buy
1,256
+356
+40% +$115K 0.06% 39
2021
Q3 		$254K Buy
+900
New +$262K 0.04% 44
2021
Q2 		– Sell
-1,258
Closed -$297K – 46
2021
Q1 		$297K Buy
1,258
+99
+9% +$23K 0.05% 39
2020
Q4 		$328K Sell
1,159
-353
-23% -$75.9K 0.05% 37
2020
Q3 		$318K Buy
+1,512
New +$318K 0.07% 38

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

Leith Wheeler Investment Counsel's MSFT Position: Q2 2026 in Review

Leith Wheeler Investment Counsel increased its Microsoft (MSFT) stake by 89% in Q2 2026, buying an estimated $22.7M and bringing the position to 118,732 shares worth $44.3M. The position accounts for 3.37% of the portfolio, ranked #2.

Leith Wheeler Investment Counsel first reported a position in MSFT in Q3 2020 and has held it in 22 quarters since. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Leith Wheeler Investment Counsel held 118,732 shares of Microsoft worth $44.3M as of Q2 2026.
  • Leith Wheeler Investment Counsel bought 56,014 Microsoft shares in Q2 2026, an estimated $22.7M.
  • Microsoft made up 3.37% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #2 holding.
  • Leith Wheeler Investment Counsel first reported a position in Microsoft in Q3 2020 and has held it in 22 quarters since.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.