Logan Capital Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-162,280
Closed -$60.1M 604
2026
Q1
$60.1M Buy
+162,280
New +$67.9M 2.62% 7

Other funds holding MSFT

Logan Capital Management's MSFT Position: Q2 2026 in Review

Logan Capital Management opened a new position in Microsoft (MSFT) in Q2 2026: 158,796 shares worth $59.2M. The stake represents 2.2% of the portfolio and ranks #9 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in MSFT as recently as Q4 2025.

Logan Capital Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $89.4M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Logan Capital Management held 158,796 shares of Microsoft worth $59.2M as of Q2 2026.
  • Microsoft was a new Logan Capital Management position in Q2 2026.
  • Microsoft made up 2.2% of Logan Capital Management's portfolio in Q2 2026, its #9 holding.
  • Logan Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Logan Capital Management's Microsoft position peaked at $89.4M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.