Permanent Capital Management’s Microsoft MSFT Stock Holding History

Permanent Capital 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	$27.2M	Buy	73,008 +341	+0.5%	+$138K	3.65%	6
2026 Q1	$29.6M	Buy	72,667 +478	+0.7%	+$200K	4.61%	6
2025 Q4	$34.9M	Sell	72,189 -227	-0.3%	-$114K	6.8%	5
2025 Q3	$37.5M	Buy	+72,416	New	+$36.9M	7.01%	5
2025 Q1	$24.9M	Buy	66,325 +797	+1%	+$325K	7.14%	5
2024 Q4	$27.6M	Buy	+65,528	New	+$27.9M	8.55%	3
2024 Q2	$36.1M	Buy	+72,532	New	+$30.6M	7.54%	5

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 $3.38T AUM 44.17% 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

Permanent Capital Management's MSFT Position: Q2 2026 in Review

Permanent Capital Management increased its Microsoft (MSFT) stake by 0.47% in Q2 2026, buying an estimated $138K and bringing the position to 73,008 shares worth $27.2M. The position accounts for 3.65% of the portfolio, ranked #6.

Permanent Capital Management first reported a position in MSFT in Q2 2024 and has held it in 7 quarters since. The position peaked at $37.5M in Q3 2025. 6,244 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Permanent Capital Management held 73,008 shares of Microsoft worth $27.2M as of Q2 2026.
Permanent Capital Management bought 341 Microsoft shares in Q2 2026, an estimated $138K.
Microsoft made up 3.65% of Permanent Capital Management's portfolio in Q2 2026, its #6 holding.
Permanent Capital Management first reported a position in Microsoft in Q2 2024 and has held it in 7 quarters since.
Permanent Capital Management's Microsoft position peaked at $37.5M in Q3 2025.
6,244 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.