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Piedmont Capital Management (Montana)’s Microsoft MSFT Stock Holding History

Piedmont Capital Management (Montana)’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 		$699K Hold
1,806
– – 0.35% 38
2026
Q1 		$672K Buy
1,806
+67
+4% +$28K 0.34% 33
2025
Q4 		$841K Buy
1,739
+40
+2% +$20K 0.43% 30
2025
Q3 		$878K Sell
1,699
-104
-6% -$53.1K 0.46% 29
2025
Q2 		$897K Buy
1,803
+133
+8% +$57.8K 0.52% 26
2025
Q1 		$592K Sell
1,670
-59
-3% -$24.1K 0.43% 31
2024
Q4 		$724K Hold
1,729
– – 0.44% 29
2024
Q3 		$722K Sell
1,729
-219
-11% -$93.6K 0.44% 31
2024
Q2 		$822K Hold
1,948
– – 0.56% 25
2024
Q1 		$822K Sell
1,948
-35
-2% -$14.2K 0.56% 25
2023
Q4 		$746K Hold
1,983
– – 0.54% 29
2023
Q3 		$626K Hold
1,983
– – 0.5% 30
2023
Q2 		$675K Sell
1,983
-18
-0.9% -$5.64K 0.51% 28
2023
Q1 		$571K Sell
2,001
-29
-1% -$7.4K 0.46% 31
2022
Q4 		$488K Sell
2,030
-10
-0.5% -$2.4K 0.41% 31
2022
Q3 		$481K Sell
2,040
-11
-0.5% -$2.9K 0.43% 28
2022
Q2 		$527K Sell
2,051
-194
-9% -$52.7K 0.54% 29
2022
Q1 		$698K Buy
+2,245
New +$675K 0.52% 28
2021
Q4 		– Sell
-1,871
Closed -$528K – 47
2021
Q3 		$528K Buy
1,871
+93
+5% +$27.1K 0.42% 30
2021
Q2 		$481K Hold
1,778
– – 0.4% 28
2021
Q1 		$412K Sell
1,778
-4
-0.2% -$928 0.39% 30
2020
Q4 		$396K Buy
+1,782
New +$383K 0.4% 29

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

Piedmont Capital Management (Montana)'s MSFT Position: Q2 2026 in Review

Piedmont Capital Management (Montana) held its Microsoft (MSFT) position steady in Q2 2026 at 1,806 shares worth $699K. The position accounts for 0.35% of the portfolio, ranked #38.

Piedmont Capital Management (Montana) first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $897K in Q2 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Piedmont Capital Management (Montana) held 1,806 shares of Microsoft worth $699K as of Q2 2026.
  • Piedmont Capital Management (Montana) left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.35% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #38 holding.
  • Piedmont Capital Management (Montana) first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Piedmont Capital Management (Montana)'s Microsoft position peaked at $897K in Q2 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.