Markin Asset 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
$1.73M Sell
4,639
-272
-6% -$110K 1.48% 19
2026
Q1
$1.82M Sell
4,911
-432
-8% -$181K 2% 15
2025
Q4
$2.58M Buy
+5,343
New +$2.68M 2.84% 11

Other funds holding MSFT

Markin Asset Management's MSFT Position: Q2 2026 in Review

Markin Asset Management reduced its Microsoft (MSFT) stake by 5.5% in Q2 2026, selling an estimated $110K and leaving 4,639 shares worth $1.73M. The position accounts for 1.48% of the portfolio, ranked #19.

Markin Asset Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.58M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Markin Asset Management held 4,639 shares of Microsoft worth $1.73M as of Q2 2026.
  • Markin Asset Management sold 272 Microsoft shares in Q2 2026, an estimated $110K.
  • Microsoft made up 1.48% of Markin Asset Management's portfolio in Q2 2026, its #19 holding.
  • Markin Asset Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Markin Asset Management's Microsoft position peaked at $2.58M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Markin Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.