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New York Life Investment Management’s Microsoft MSFT Stock Holding History

New York Life Investment Management’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 		$434M Buy
1,162,926
+39,934
+4% +$16.2M 3.03% 3
2026
Q1 		$416M Buy
1,122,992
+38,168
+4% +$16M 3.52% 3
2025
Q4 		$525M Buy
1,084,824
+21,218
+2% +$10.6M 4.52% 3
2025
Q3 		$551M Sell
1,063,606
-20,498
-2% -$10.5M 4.84% 2
2025
Q2 		$539M Sell
1,084,104
-1,802
-0.2% -$783K 5.05% 1
2025
Q1 		$408M Sell
1,085,906
-215
-0% -$87.7K 4.15% 2
2024
Q4 		$458M Buy
1,086,121
+8,440
+0.8% +$3.59M 4.47% 2
2024
Q3 		$464M Sell
1,077,681
-24,219
-2% -$10.4M 4.51% 2
2024
Q2 		$492M Sell
1,101,900
-10,806
-1% -$4.56M 4.95% 1
2024
Q1 		$468M Sell
1,112,706
-41,337
-4% -$16.7M 4.66% 1
2023
Q4 		$434M Sell
1,154,043
-8,554
-0.7% -$3.04M 4.45% 2
2023
Q3 		$367M Sell
1,162,597
-9,253
-0.8% -$3.06M 3.97% 2
2023
Q2 		$399M Sell
1,171,850
-6,526
-0.6% -$2.05M 4.15% 2
2023
Q1 		$340M Sell
1,178,376
-1,447
-0.1% -$369K 3.78% 2
2022
Q4 		$283M Buy
1,179,823
+28
+0% +$6.72K 3.24% 3
2022
Q3 		$275M Sell
1,179,795
-3,142
-0.3% -$830K 3.32% 3
2022
Q2 		$304M Buy
+1,182,937
New +$321M 3.52% 3

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

New York Life Investment Management's MSFT Position: Q2 2026 in Review

New York Life Investment Management increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $16.2M and bringing the position to 1,162,926 shares worth $434M. The position accounts for 3.03% of the portfolio, ranked #3.

New York Life Investment Management first reported a position in MSFT in Q2 2022 and has held it in 17 quarters since. The position peaked at $551M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • New York Life Investment Management held 1,162,926 shares of Microsoft worth $434M as of Q2 2026.
  • New York Life Investment Management bought 39,934 Microsoft shares in Q2 2026, an estimated $16.2M.
  • Microsoft made up 3.03% of New York Life Investment Management's portfolio in Q2 2026, its #3 holding.
  • New York Life Investment Management first reported a position in Microsoft in Q2 2022 and has held it in 17 quarters since.
  • New York Life Investment Management's Microsoft position peaked at $551M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.