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Luminist Capital’s Microsoft MSFT Stock Holding History

Luminist Capital’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 		$324K Buy
867
+269
+45% +$109K 0.36% 29
2026
Q1 		$221K Buy
598
+45
+8% +$18.8K 0.29% 31
2025
Q4 		$268K Buy
553
+15
+3% +$7.52K 0.33% 36
2025
Q3 		$280K Buy
538
+110
+26% +$56.1K 0.24% 59
2025
Q2 		$211K Buy
428
+51
+14% +$22.1K 0.21% 41
2025
Q1 		$144K Hold
377
– – 0.16% 44
2024
Q4 		$159K Buy
+377
New +$161K 0.28% 37

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

Luminist Capital's MSFT Position: Q2 2026 in Review

Luminist Capital increased its Microsoft (MSFT) stake by 45% in Q2 2026, buying an estimated $109K and bringing the position to 867 shares worth $324K. The position accounts for 0.36% of the portfolio, ranked #29.

Luminist Capital first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Luminist Capital held 867 shares of Microsoft worth $324K as of Q2 2026.
  • Luminist Capital bought 269 Microsoft shares in Q2 2026, an estimated $109K.
  • Microsoft made up 0.36% of Luminist Capital's portfolio in Q2 2026, its #29 holding.
  • Luminist Capital first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.