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Martin Worley Group’s Microsoft MSFT Stock Holding History

Martin Worley Group’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
2025
Q2 		$1.5M Buy
3,008
+290
+11% +$126K 0.73% 37
2025
Q1 		$1.02M Sell
2,718
-437
-14% -$178K 0.58% 41
2024
Q4 		$1.33M Buy
+3,155
New +$1.34M 0.83% 36

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Martin Worley Group's MSFT Position: Q2 2025 in Review

Martin Worley Group increased its Microsoft (MSFT) stake by 11% in Q2 2025, buying an estimated $126K and bringing the position to 3,008 shares worth $1.5M. The position accounts for 0.73% of the portfolio, ranked #37.

Martin Worley Group first reported a position in MSFT in Q4 2024 and has held it in 3 quarters since. 5,825 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Martin Worley Group held 3,008 shares of Microsoft worth $1.5M as of Q2 2025.
  • Martin Worley Group bought 290 Microsoft shares in Q2 2025, an estimated $126K.
  • Microsoft made up 0.73% of Martin Worley Group's portfolio in Q2 2025, its #37 holding.
  • Martin Worley Group first reported a position in Microsoft in Q4 2024 and has held it in 3 quarters since.
  • 5,825 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.