Pinney & Scofield’s Microsoft MSFT Stock Holding History

Pinney & Scofield’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	$377K	Hold	1,011	–	–	0.18%	39
2026 Q1	$374K	Hold	1,011	–	–	0.2%	35
2025 Q4	$489K	Sell	1,011 -31	-3%	-$15.5K	0.28%	30
2025 Q3	$540K	Hold	1,042	–	–	0.34%	27
2025 Q2	$518K	Buy	1,042 +68	+7%	+$29.5K	0.35%	27
2025 Q1	$366K	Sell	974 -40	-4%	-$16.3K	0.26%	33
2024 Q4	$427K	Buy	+1,014	New	+$432K	0.32%	31

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

Pinney & Scofield's MSFT Position: Q2 2026 in Review

Pinney & Scofield held its Microsoft (MSFT) position steady in Q2 2026 at 1,011 shares worth $377K. The position accounts for 0.18% of the portfolio, ranked #39.

Pinney & Scofield first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $540K in Q3 2025. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Pinney & Scofield held 1,011 shares of Microsoft worth $377K as of Q2 2026.
Pinney & Scofield left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.18% of Pinney & Scofield's portfolio in Q2 2026, its #39 holding.
Pinney & Scofield first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Pinney & Scofield's Microsoft position peaked at $540K in Q3 2025.
6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.