Mayar Capital’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
$1.79M Sell
4,800
-360
-7% -$146K 2.01% 11
2026
Q1
$1.91M Buy
+5,160
New +$2.16M 2.28% 12

Other funds holding MSFT

Mayar Capital's MSFT Position: Q2 2026 in Review

Mayar Capital reduced its Microsoft (MSFT) stake by 7% in Q2 2026, selling an estimated $146K and leaving 4,800 shares worth $1.79M. The position accounts for 2.01% of the portfolio, ranked #11.

Mayar Capital first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.91M in Q1 2026. 4,112 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mayar Capital held 4,800 shares of Microsoft worth $1.79M as of Q2 2026.
  • Mayar Capital sold 360 Microsoft shares in Q2 2026, an estimated $146K.
  • Microsoft made up 2.01% of Mayar Capital's portfolio in Q2 2026, its #11 holding.
  • Mayar Capital first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
  • Mayar Capital's Microsoft position peaked at $1.91M in Q1 2026.
  • 4,112 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mayar Capital's 13F filing for Q2 2026, filed 22 Jul 2026.