Palladiem’s Microsoft MSFT Stock Holding History

Palladiem’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	$341K	Sell	914 -196	-18%	-$79.3K	0.33%	40
2026 Q1	$414K	Sell	1,110 -19	-2%	-$7.95K	0.4%	29
2025 Q4	$550K	Buy	+1,129	New	+$566K	0.52%	23
2023 Q3	$829K	Buy	2,625 +1	+0%	+$330	0.89%	23
2023 Q2	$894K	Sell	2,624 -20	-0.8%	-$6.27K	0.92%	22
2023 Q1	$762K	Sell	2,644 -386	-13%	-$98.5K	0.81%	23
2022 Q4	$727K	Sell	3,030 -269	-8%	-$64.6K	0.76%	24
2022 Q3	$768K	Sell	3,299 -19	-0.6%	-$5.02K	0.81%	23
2022 Q2	$852K	Sell	3,318 -790	-19%	-$214K	0.85%	23
2022 Q1	$1.27M	Buy	4,108 +1	+0%	+$301	1.12%	20
2021 Q4	$1.38M	Sell	4,107 -450	-10%	-$146K	1.11%	17
2021 Q3	$1.28M	Sell	4,557 -430	-9%	-$125K	1.04%	17
2021 Q2	$1.35M	Hold	4,987	–	–	1.09%	22
2021 Q1	$1.18M	Sell	4,987 -837	-14%	-$194K	1.03%	21
2020 Q4	$1.29M	Buy	+5,824	New	+$1.25M	1.21%	18
2015 Q3	$18K	Sell	400 -200	-33%	-$8.98K	0.03%	72
2015 Q2	$26K	Sell	600 -800	-57%	-$36.5K	0.02%	83
2015 Q1	$57K	Sell	1,400 -1,000	-42%	-$43.5K	0.05%	61
2014 Q4	$111K	Buy	+2,400	New	+$113K	0.09%	45

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

Palladiem's MSFT Position: Q2 2026 in Review

Palladiem reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $79.3K and leaving 914 shares worth $341K. The position accounts for 0.33% of the portfolio, ranked #40.

Palladiem first reported a position in MSFT in Q4 2014 and has held it in 19 quarters since. The position peaked at $1.38M in Q4 2021. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Palladiem held 914 shares of Microsoft worth $341K as of Q2 2026.
Palladiem sold 196 Microsoft shares in Q2 2026, an estimated $79.3K.
Microsoft made up 0.33% of Palladiem's portfolio in Q2 2026, its #40 holding.
Palladiem first reported a position in Microsoft in Q4 2014 and has held it in 19 quarters since.
Palladiem's Microsoft position peaked at $1.38M in Q4 2021.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.