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McDonald Partners’s Microsoft MSFT Stock Holding History

McDonald Partners’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 		$11.5M Sell
30,962
-5,632
-15% -$2.28M 2.81% 5
2026
Q1 		$13.5M Buy
36,594
+6,853
+23% +$2.87M 3.19% 2
2025
Q4 		$14.4M Sell
29,741
-2,176
-7% -$1.09M 4.53% 1
2025
Q3 		$16.5M Sell
31,917
-13,300
-29% -$6.78M 4.94% 1
2025
Q2 		$22.5M Sell
45,217
-67
-0.1% -$29.1K 5.4% 1
2025
Q1 		$17M Sell
45,284
-664
-1% -$271K 4.43% 1
2024
Q4 		$19.4M Sell
45,948
-1,237
-3% -$527K 4.95% 2
2024
Q3 		$20.3M Buy
47,185
+15
+0% +$6.41K 5.08% 1
2024
Q2 		$21.1M Buy
47,170
+94
+0.2% +$39.7K 5.65% 1
2024
Q1 		$19.8M Sell
47,076
-750
-2% -$304K 5.45% 1
2023
Q4 		$18M Buy
47,826
+241
+0.5% +$85.8K 5.34% 1
2023
Q3 		$15M Buy
47,585
+265
+0.6% +$87.6K 4.89% 1
2023
Q2 		$16.1M Sell
47,320
-1,063
-2% -$333K 4.92% 2
2023
Q1 		$13.9M Sell
48,383
-282
-0.6% -$71.9K 4.52% 2
2022
Q4 		$11.7M Buy
48,665
+368
+0.8% +$88.3K 3.99% 1
2022
Q3 		$11.2M Sell
48,297
-15,156
-24% -$4M 4.29% 2
2022
Q2 		$16.3M Sell
63,453
-127
-0.2% -$34.5K 4.16% 1
2022
Q1 		$19.6M Buy
63,580
+63,557
+276,335% +$19.1M 4.28% 2
2021
Q4 		$7.74K Sell
23
-62,061
-100% -$20.1M 0.01% 207
2021
Q3 		$17.5M Buy
62,084
+111
+0.2% +$32.3K 4.11% 1
2021
Q2 		$16.8M Buy
61,973
+1,547
+3% +$393K 3.97% 1
2021
Q1 		$14.2M Buy
60,426
+417
+0.7% +$96.8K 3.66% 1
2020
Q4 		$13.3M Buy
+60,009
New +$12.9M 3.76% 2

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

McDonald Partners's MSFT Position: Q2 2026 in Review

McDonald Partners reduced its Microsoft (MSFT) stake by 15% in Q2 2026, selling an estimated $2.28M and leaving 30,962 shares worth $11.5M. The position accounts for 2.81% of the portfolio, ranked #5.

McDonald Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.5M in Q2 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • McDonald Partners held 30,962 shares of Microsoft worth $11.5M as of Q2 2026.
  • McDonald Partners sold 5,632 Microsoft shares in Q2 2026, an estimated $2.28M.
  • Microsoft made up 2.81% of McDonald Partners's portfolio in Q2 2026, its #5 holding.
  • McDonald Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's Microsoft position peaked at $22.5M in Q2 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.