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May Hill Capital’s Microsoft MSFT Stock Holding History

May Hill 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 		$5.87M Buy
15,730
+1,634
+12% +$661K 1.23% 17
2026
Q1 		$5.22M Sell
14,096
-43
-0.3% -$18K 1.31% 17
2025
Q4 		$6.84M Buy
14,139
+1,245
+10% +$624K 1.84% 13
2025
Q3 		$6.68M Buy
12,894
+1,220
+10% +$622K 1.96% 13
2025
Q2 		$5.81M Buy
11,674
+1,913
+20% +$831K 1.91% 12
2025
Q1 		$3.66M Buy
9,761
+513
+6% +$209K 1.38% 14
2024
Q4 		$3.9M Buy
+9,248
New +$3.94M 1.51% 15

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

May Hill Capital's MSFT Position: Q2 2026 in Review

May Hill Capital increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $661K and bringing the position to 15,730 shares worth $5.87M. The position accounts for 1.23% of the portfolio, ranked #17.

May Hill Capital first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.84M in Q4 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • May Hill Capital held 15,730 shares of Microsoft worth $5.87M as of Q2 2026.
  • May Hill Capital bought 1,634 Microsoft shares in Q2 2026, an estimated $661K.
  • Microsoft made up 1.23% of May Hill Capital's portfolio in Q2 2026, its #17 holding.
  • May Hill Capital first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • May Hill Capital's Microsoft position peaked at $6.84M in Q4 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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