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Longbow Finance’s Microsoft MSFT Stock Holding History

Longbow Finance’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 		$31.9M Buy
85,425
+14,808
+21% +$5.99M 4.07% 5
2026
Q1 		$26.1M Sell
70,617
-9,913
-12% -$4.15M 4.73% 5
2025
Q4 		$38.9M Sell
80,530
-62,288
-44% -$31.2M 6.59% 2
2025
Q3 		$74M Buy
142,818
+9,334
+7% +$4.76M 7.3% 2
2025
Q2 		$66.4M Buy
133,484
+11,487
+9% +$4.99M 7.09% 2
2025
Q1 		$45.8M Sell
121,997
-31,404
-20% -$12.8M 5.49% 4
2024
Q4 		$64.7M Sell
153,401
-18,260
-11% -$7.78M 7.07% 3
2024
Q3 		$73.9M Sell
171,661
-5,403
-3% -$2.31M 7.88% 2
2024
Q2 		$79.1M Sell
177,064
-9,331
-5% -$3.94M 8.18% 2
2024
Q1 		$78.4M Buy
186,395
+1,202
+0.6% +$487K 7.93% 3
2023
Q4 		$69.6M Buy
185,193
+8,544
+5% +$3.04M 7.07% 3
2023
Q3 		$55.8M Sell
176,649
-600
-0.3% -$198K 6.71% 3
2023
Q2 		$60.4M Sell
177,249
-275
-0.2% -$86.2K 7.03% 2
2023
Q1 		$51.2M Sell
177,524
-52,400
-23% -$13.4M 6.44% 1
2022
Q4 		$55.1M Buy
+229,924
New +$55.2M 7.43% 1

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

Longbow Finance's MSFT Position: Q2 2026 in Review

Longbow Finance increased its Microsoft (MSFT) stake by 21% in Q2 2026, buying an estimated $5.99M and bringing the position to 85,425 shares worth $31.9M. The position accounts for 4.07% of the portfolio, ranked #5.

Longbow Finance first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $79.1M in Q2 2024. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Longbow Finance held 85,425 shares of Microsoft worth $31.9M as of Q2 2026.
  • Longbow Finance bought 14,808 Microsoft shares in Q2 2026, an estimated $5.99M.
  • Microsoft made up 4.07% of Longbow Finance's portfolio in Q2 2026, its #5 holding.
  • Longbow Finance first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Longbow Finance's Microsoft position peaked at $79.1M in Q2 2024.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.