Pekin Hardy Strauss’s Microsoft MSFT Stock Holding History

Pekin Hardy Strauss’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
2018 Q3	–	Sell	-2,000	Closed	-$197K	–	204
2018 Q2	$197K	Hold	2,000	–	–	0.04%	180
2018 Q1	$183K	Sell	2,000 -1,000	-33%	-$91.5K	0.03%	172
2017 Q4	$257K	Hold	3,000	–	–	0.05%	160
2017 Q3	$223K	Hold	3,000	–	–	0.04%	163
2017 Q2	$207K	Buy	+3,000	New	+$206K	0.03%	168

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

Pekin Hardy Strauss's MSFT Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its Microsoft (MSFT) stake by 2.9% in Q2 2026, selling an estimated $210K and leaving 17,485 shares worth $6.52M. The position accounts for 0.57% of the portfolio, ranked #42.

Pekin Hardy Strauss first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.3M in Q2 2013. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Pekin Hardy Strauss held 17,485 shares of Microsoft worth $6.52M as of Q2 2026.
Pekin Hardy Strauss sold 520 Microsoft shares in Q2 2026, an estimated $210K.
Microsoft made up 0.57% of Pekin Hardy Strauss's portfolio in Q2 2026, its #42 holding.
Pekin Hardy Strauss first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Pekin Hardy Strauss's Microsoft position peaked at $30.3M in Q2 2013.
6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.