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Martin Investment Management’s Microsoft MSFT Stock Holding History

Martin 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 		$604K Hold
1,619
– – 0.2% 36
2026
Q1 		$599K Hold
1,619
– – 0.18% 35
2025
Q4 		$783K Sell
1,619
-618
-28% -$310K 0.22% 32
2025
Q3 		$1.16M Buy
2,237
+200
+10% +$102K 0.29% 31
2025
Q2 		$1.01M Buy
2,037
+100
+5% +$43.4K 0.26% 31
2025
Q1 		$727K Buy
1,937
+50
+3% +$20.4K 0.18% 35
2024
Q4 		$795K Sell
1,887
-10
-0.5% -$4.26K 0.22% 33
2024
Q3 		$816K Hold
1,897
– – 0.2% 34
2024
Q2 		$848K Buy
1,897
+40
+2% +$16.9K 0.22% 35
2024
Q1 		$781K Hold
1,857
– – 0.19% 34
2023
Q4 		$698K Hold
1,857
– – 0.21% 32
2023
Q3 		$586K Sell
1,857
-526
-22% -$174K 0.18% 38
2023
Q2 		$812K Hold
2,383
– – 0.23% 35
2023
Q1 		$687K Buy
2,383
+2
+0.1% +$510 0.2% 36
2022
Q4 		$571K Hold
2,381
– – 0.18% 35
2022
Q3 		$555K Hold
2,381
– – 0.19% 35
2022
Q2 		$612K Hold
2,381
– – 0.17% 37
2022
Q1 		$734K Hold
2,381
– – 0.19% 37
2021
Q4 		$801K Hold
2,381
– – 0.2% 38
2021
Q3 		$671K Hold
2,381
– – 0.17% 42
2021
Q2 		$645K Hold
2,381
– – 0.17% 42
2021
Q1 		$561K Hold
2,381
– – 0.16% 42
2020
Q4 		$530K Sell
2,381
-265
-10% -$57K 0.17% 40
2020
Q3 		$557K Buy
2,646
+207
+8% +$43.5K 0.2% 37
2020
Q2 		$496K Buy
2,439
+2
+0.1% +$363 0.21% 35
2020
Q1 		$384K Hold
2,437
– – 0.19% 36
2019
Q4 		$384K Buy
2,437
+530
+28% +$77.9K 0.13% 38
2019
Q3 		$265K Sell
1,907
-64
-3% -$8.8K 0.06% 42
2019
Q2 		$264K Hold
1,971
– – 0.07% 41
2019
Q1 		$232K Buy
+1,971
New +$215K 0.06% 41

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

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

Martin Investment Management held its Microsoft (MSFT) position steady in Q2 2026 at 1,619 shares worth $604K. The position accounts for 0.2% of the portfolio, ranked #36.

Martin Investment Management first reported a position in MSFT in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.16M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Martin Investment Management held 1,619 shares of Microsoft worth $604K as of Q2 2026.
  • Martin Investment Management left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.2% of Martin Investment Management's portfolio in Q2 2026, its #36 holding.
  • Martin Investment Management first reported a position in Microsoft in Q1 2019 and has held it in 30 quarters since.
  • Martin Investment Management's Microsoft position peaked at $1.16M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Martin Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.