Littlejohn Financial Services’s Microsoft MSFT Stock Holding History

Littlejohn Financial Services’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	$2.31M	Buy	6,188 +1,190	+24%	+$481K	1.68%	25
2026 Q1	$1.85M	Buy	4,998 +614	+14%	+$257K	1.39%	30
2025 Q4	$2.12M	Sell	4,384 -230	-5%	-$115K	1.56%	28
2025 Q3	$2.39M	Sell	4,614 -2,427	-34%	-$1.24M	1.74%	25
2025 Q2	$3.5M	Sell	7,041 -279	-4%	-$121K	2.71%	9
2025 Q1	$2.75M	Buy	7,320 +83	+1%	+$33.8K	2.17%	12
2024 Q4	$3.05M	Buy	+7,237	New	+$3.08M	2.73%	9

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Littlejohn Financial Services's MSFT Position: Q2 2026 in Review

Littlejohn Financial Services increased its Microsoft (MSFT) stake by 24% in Q2 2026, buying an estimated $481K and bringing the position to 6,188 shares worth $2.31M. The position accounts for 1.68% of the portfolio, ranked #25.

Littlejohn Financial Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.5M in Q2 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Littlejohn Financial Services held 6,188 shares of Microsoft worth $2.31M as of Q2 2026.
Littlejohn Financial Services bought 1,190 Microsoft shares in Q2 2026, an estimated $481K.
Microsoft made up 1.68% of Littlejohn Financial Services's portfolio in Q2 2026, its #25 holding.
Littlejohn Financial Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Littlejohn Financial Services's Microsoft position peaked at $3.5M in Q2 2025.
2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.