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Marshall Investment Management’s Microsoft MSFT Stock Holding History

Marshall Investment Management’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 		$8.18M Buy
21,931
+1,732
+9% +$701K 3.4% 5
2026
Q1 		$7.48M Buy
20,199
+1,631
+9% +$682K 3.59% 5
2025
Q4 		$8.98M Buy
18,568
+1,207
+7% +$605K 4.51% 3
2025
Q3 		$8.99M Buy
17,361
+13,027
+301% +$6.65M 4.76% 3
2025
Q2 		$2.16M Sell
4,334
-13,602
-76% -$5.91M 10.24% 2
2025
Q1 		$6.73M Buy
17,936
+631
+4% +$257K 4.18% 6
2024
Q4 		$7.45M Buy
+17,305
New +$7.37M 4.39% 3

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

Marshall Investment Management's MSFT Position: Q2 2026 in Review

Marshall Investment Management increased its Microsoft (MSFT) stake by 8.6% in Q2 2026, buying an estimated $701K and bringing the position to 21,931 shares worth $8.18M. The position accounts for 3.4% of the portfolio, ranked #5.

Marshall Investment Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.99M in Q3 2025. 6,228 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Marshall Investment Management held 21,931 shares of Microsoft worth $8.18M as of Q2 2026.
  • Marshall Investment Management bought 1,732 Microsoft shares in Q2 2026, an estimated $701K.
  • Microsoft made up 3.4% of Marshall Investment Management's portfolio in Q2 2026, its #5 holding.
  • Marshall Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Marshall Investment Management's Microsoft position peaked at $8.99M in Q3 2025.
  • 6,228 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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