Presidio Capital Management’s Microsoft MSFT Stock Holding History

Presidio 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	$1.06M	Buy	2,841 +45	+2%	+$18.2K	0.27%	29
2026 Q1	$1.04M	Buy	2,796 +50	+2%	+$20.9K	0.3%	28
2025 Q4	$1.33M	Buy	2,746 +168	+7%	+$84.2K	0.4%	24
2025 Q3	$1.34M	Sell	2,578 -36	-1%	-$18.4K	0.47%	22
2025 Q2	$1.3M	Sell	2,614 -108	-4%	-$46.9K	0.5%	21
2025 Q1	$1.02M	Sell	2,722 -501	-16%	-$204K	0.42%	24
2024 Q4	$1.36M	Buy	3,223 +137	+4%	+$58.4K	0.73%	18
2024 Q3	$1.33M	Buy	3,086 +290	+10%	+$124K	0.85%	16
2024 Q2	$1.25M	Buy	2,796 +145	+5%	+$61.2K	0.87%	16
2024 Q1	$1.12M	Buy	2,651 +22	+0.8%	+$8.91K	0.81%	16
2023 Q4	$989K	Sell	2,629 -364	-12%	-$130K	0.77%	16
2023 Q3	$945K	Buy	2,993 +175	+6%	+$57.8K	0.83%	16
2023 Q2	$960K	Buy	2,818 +918	+48%	+$288K	0.77%	18
2023 Q1	$548K	Buy	1,900 +30	+2%	+$7.65K	0.48%	21
2022 Q4	$448K	Buy	1,870 +4	+0.2%	+$960	0.41%	19
2022 Q3	$435K	Buy	1,866 +6	+0.3%	+$1.58K	0.47%	15
2022 Q2	$478K	Buy	1,860 +125	+7%	+$33.9K	0.51%	16
2022 Q1	$535K	Buy	1,735 +126	+8%	+$37.9K	0.46%	17
2021 Q4	$541K	Buy	+1,609	New	+$522K	0.46%	14

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Presidio Capital Management increased its Microsoft (MSFT) stake by 1.6% in Q2 2026, buying an estimated $18.2K and bringing the position to 2,841 shares worth $1.06M. The position accounts for 0.27% of the portfolio, ranked #29.

Presidio Capital Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q4 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Presidio Capital Management held 2,841 shares of Microsoft worth $1.06M as of Q2 2026.
Presidio Capital Management bought 45 Microsoft shares in Q2 2026, an estimated $18.2K.
Microsoft made up 0.27% of Presidio Capital Management's portfolio in Q2 2026, its #29 holding.
Presidio Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Presidio Capital Management's Microsoft position peaked at $1.36M in Q4 2024.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.