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Limestone Investment Advisors’s Microsoft MSFT Stock Holding History

Limestone Investment Advisors’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 		$1.45M Sell
3,900
-59,100
-94% -$23.9M 0.11% 159
2026
Q1 		$23.3M Buy
63,000
+38,300
+155% +$16M 1.87% 5
2025
Q4 		$11.9M Sell
24,700
-19,900
-45% -$9.97M 1.14% 13
2025
Q3 		$23.1M Buy
44,600
+1,500
+3% +$765K 1.83% 4
2025
Q2 		$21.4M Buy
+43,100
New +$18.7M 1.87% 11

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

Limestone Investment Advisors's MSFT Position: Q2 2026 in Review

Limestone Investment Advisors reduced its Microsoft (MSFT) stake by 88% in Q2 2026, selling an estimated $10.9M and leaving 3,820 shares worth $1.42M. The position accounts for 0.11% of the portfolio, ranked #164.

Limestone Investment Advisors first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.4M in Q1 2026. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Limestone Investment Advisors held 3,820 shares of Microsoft worth $1.42M as of Q2 2026.
  • Limestone Investment Advisors sold 26,890 Microsoft shares in Q2 2026, an estimated $10.9M.
  • Microsoft made up 0.11% of Limestone Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • Limestone Investment Advisors first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • Limestone Investment Advisors's Microsoft position peaked at $11.4M in Q1 2026.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.