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Orcam Financial Group’s Microsoft MSFT Stock Holding History

Orcam Financial 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 		$1.04M Buy
2,778
+2,142
+337% +$867K 0.51% 34
2026
Q1 		$235K Buy
636
+36
+6% +$15.1K 0.17% 56
2025
Q4 		$290K Hold
600
– – 0.22% 48
2025
Q3 		$311K Buy
600
+170
+40% +$86.7K 0.25% 42
2025
Q2 		$214K Buy
+430
New +$187K 0.19% 46

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

Orcam Financial Group's MSFT Position: Q2 2026 in Review

Orcam Financial Group increased its Microsoft (MSFT) stake by 337% in Q2 2026, buying an estimated $867K and bringing the position to 2,778 shares worth $1.04M. The position accounts for 0.51% of the portfolio, ranked #34.

Orcam Financial Group first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Orcam Financial Group held 2,778 shares of Microsoft worth $1.04M as of Q2 2026.
  • Orcam Financial Group bought 2,142 Microsoft shares in Q2 2026, an estimated $867K.
  • Microsoft made up 0.51% of Orcam Financial Group's portfolio in Q2 2026, its #34 holding.
  • Orcam Financial Group first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.