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Letson Investment Management’s Microsoft MSFT Stock Holding History

Letson Investment 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 		$710K Hold
1,903
– – 0.26% 59
2026
Q1 		$704K Hold
1,903
– – 0.27% 59
2025
Q4 		$920K Buy
1,903
+20
+1% +$10K 0.34% 52
2025
Q3 		$975K Hold
1,883
– – 0.35% 52
2025
Q2 		$937K Hold
1,883
– – 0.37% 49
2025
Q1 		$707K Sell
1,883
-928
-33% -$378K 0.29% 54
2024
Q4 		$1.18M Buy
2,811
+42
+2% +$17.9K 0.48% 48
2024
Q3 		$1.19M Hold
2,769
– – 0.47% 49
2024
Q2 		$1.24M Buy
2,769
+360
+15% +$152K 0.55% 46
2024
Q1 		$1.01M Buy
2,409
+400
+20% +$162K 0.43% 51
2023
Q4 		$755K Buy
+2,009
New +$715K 0.35% 53

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

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

Letson Investment Management held its Microsoft (MSFT) position steady in Q2 2026 at 1,903 shares worth $710K. The position accounts for 0.26% of the portfolio, ranked #59.

Letson Investment Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q2 2024. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Letson Investment Management held 1,903 shares of Microsoft worth $710K as of Q2 2026.
  • Letson Investment Management left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.26% of Letson Investment Management's portfolio in Q2 2026, its #59 holding.
  • Letson Investment Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Letson Investment Management's Microsoft position peaked at $1.24M in Q2 2024.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.