PeakShares LLC’s Microsoft MSFT Stock Holding History

PeakShares LLC’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	$2.61M	Buy	7,000 +2,588	+59%	+$1.05M	1.94%	11
2026 Q1	$1.63M	Buy	4,412 +1,623	+58%	+$679K	1.5%	16
2025 Q4	$1.35M	Buy	+2,789	New	+$1.4M	1.32%	15

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

PeakShares LLC's MSFT Position: Q2 2026 in Review

PeakShares LLC increased its Microsoft (MSFT) stake by 59% in Q2 2026, buying an estimated $1.05M and bringing the position to 7,000 shares worth $2.61M. The position accounts for 1.94% of the portfolio, ranked #11.

PeakShares LLC first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

PeakShares LLC held 7,000 shares of Microsoft worth $2.61M as of Q2 2026.
PeakShares LLC bought 2,588 Microsoft shares in Q2 2026, an estimated $1.05M.
Microsoft made up 1.94% of PeakShares LLC's portfolio in Q2 2026, its #11 holding.
PeakShares LLC first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PeakShares LLC's 13F filing for Q2 2026, filed 11 Aug 2026.