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Liberty One Investment Management’s Microsoft MSFT Stock Holding History

Liberty One 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 		$28.4M Buy
76,192
+12,598
+20% +$5.1M 2.84% 9
2026
Q1 		$23.5M Buy
63,594
+17,031
+37% +$7.13M 2.43% 16
2025
Q4 		$22.5M Sell
46,563
-61,366
-57% -$30.8M 2.88% 11
2025
Q3 		$55.9M Buy
107,929
+53,835
+100% +$27.5M 3.14% 13
2025
Q2 		$26.9M Sell
54,094
-56
-0.1% -$24.3K 2.72% 15
2025
Q1 		$20.3M Buy
54,150
+2,971
+6% +$1.21M 2.06% 23
2024
Q4 		$21.6M Buy
51,179
+1,673
+3% +$713K 2.34% 21
2024
Q3 		$21.3M Buy
49,506
+1,305
+3% +$558K 2.18% 22
2024
Q2 		$21.5M Sell
48,201
-12,912
-21% -$5.45M 2.43% 22
2024
Q1 		$25.7M Sell
61,113
-1,400
-2% -$567K 2.91% 14
2023
Q4 		$23.5M Sell
62,513
-573
-0.9% -$204K 2.9% 17
2023
Q3 		$19.9M Buy
63,086
+1,372
+2% +$453K 2.89% 20
2023
Q2 		$21M Buy
61,714
+43
+0.1% +$13.5K 2.73% 18
2023
Q1 		$17.8M Buy
61,671
+5,992
+11% +$1.53M 2.42% 21
2022
Q4 		$13.4M Buy
55,679
+5,934
+12% +$1.42M 1.92% 22
2022
Q3 		$11.6M Buy
49,745
+11,238
+29% +$2.97M 1.91% 21
2022
Q2 		$10.4M Sell
38,507
-2,168
-5% -$588K 1.77% 26
2022
Q1 		$12.5M Buy
40,675
+1,813
+5% +$545K 1.9% 22
2021
Q4 		$13.1M Buy
38,862
+311
+0.8% +$101K 1.97% 22
2021
Q3 		$10.9M Buy
38,551
+44
+0.1% +$12.8K 1.86% 24
2021
Q2 		$10.4M Buy
38,507
+1,114
+3% +$283K 1.76% 26
2021
Q1 		$8.82M Buy
37,393
+29,233
+358% +$6.78M 1.57% 27
2020
Q4 		$1.81M Buy
8,160
+220
+3% +$47.3K 0.34% 40
2020
Q3 		$1.67M Sell
7,940
-324
-4% -$68.1K 0.34% 39
2020
Q2 		$1.68M Sell
8,264
-140
-2% -$25.4K 0.38% 38
2020
Q1 		$1.32M Sell
8,404
-547
-6% -$90K 0.34% 39
2019
Q4 		$1.41M Buy
+8,951
New +$1.31M 0.31% 40

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

Liberty One Investment Management's MSFT Position: Q2 2026 in Review

Liberty One Investment Management increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $5.1M and bringing the position to 76,192 shares worth $28.4M. The position accounts for 2.84% of the portfolio, ranked #9.

Liberty One Investment Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $55.9M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Liberty One Investment Management held 76,192 shares of Microsoft worth $28.4M as of Q2 2026.
  • Liberty One Investment Management bought 12,598 Microsoft shares in Q2 2026, an estimated $5.1M.
  • Microsoft made up 2.84% of Liberty One Investment Management's portfolio in Q2 2026, its #9 holding.
  • Liberty One Investment Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Microsoft position peaked at $55.9M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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