McHugh Group’s Microsoft MSFT Stock Holding History

McHugh 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
2026 Q2	$9.74M	Sell	26,108 -49	-0.2%	-$19.8K	4.98%	5
2026 Q1	$9.68M	Buy	26,157 +226	+0.9%	+$94.6K	5.73%	4
2025 Q4	$12.5M	Sell	25,931 -199	-0.8%	-$99.7K	7.13%	3
2025 Q3	$13.5M	Hold	26,130	–	–	8.1%	3
2025 Q2	$13M	Sell	26,130 -999	-4%	-$434K	8.69%	3
2025 Q1	$10.2M	Buy	27,129 +1,125	+4%	+$459K	7.7%	4
2024 Q4	$11M	Buy	+26,004	New	+$11.1M	8.18%	3

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

McHugh Group's MSFT Position: Q2 2026 in Review

McHugh Group reduced its Microsoft (MSFT) stake by 0.19% in Q2 2026, selling an estimated $19.8K and leaving 26,108 shares worth $9.74M. The position accounts for 4.98% of the portfolio, ranked #5.

McHugh Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

McHugh Group held 26,108 shares of Microsoft worth $9.74M as of Q2 2026.
McHugh Group sold 49 Microsoft shares in Q2 2026, an estimated $19.8K.
Microsoft made up 4.98% of McHugh Group's portfolio in Q2 2026, its #5 holding.
McHugh Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
McHugh Group's Microsoft position peaked at $13.5M in Q3 2025.
6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.