Pullen Investment Management’s Microsoft MSFT Stock Holding History

Pullen Investment 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 Q3	$4.59M	Hold	8,951	–	–	2.19%	7
2026 Q2	$3.34M	Sell	8,951 -36	-0.4%	-$14.6K	1.55%	21
2026 Q1	$3.33M	Sell	8,987 -141	-2%	-$59K	1.67%	14
2025 Q4	$4.41M	Buy	9,128 +44	+0.5%	+$22K	2.33%	6
2025 Q3	$4.71M	Buy	9,084 +58	+0.6%	+$29.6K	2.55%	4
2025 Q2	$4.49M	Buy	9,026 +14	+0.2%	+$6.08K	2.7%	4
2025 Q1	$3.38M	Sell	9,012 -492	-5%	-$201K	2.14%	6
2024 Q4	$4.01M	Sell	9,504 -102	-1%	-$43.4K	2.6%	4
2024 Q3	$4.13M	Sell	9,606 -61	-0.6%	-$26.1K	3.02%	5
2024 Q2	$4.32M	Buy	9,667 +34	+0.4%	+$14.4K	3.58%	4
2024 Q1	$4.05M	Buy	+9,633	New	+$3.9M	3.42%	4

Other funds holding MSFT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Pullen Investment Management's MSFT Position: Q3 2026 in Review

Pullen Investment Management held its Microsoft (MSFT) position steady in Q3 2026 at 8,951 shares worth $4.59M. The position accounts for 2.19% of the portfolio, ranked #7.

Pullen Investment Management first reported a position in MSFT in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.71M in Q3 2025. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Pullen Investment Management held 8,951 shares of Microsoft worth $4.59M as of Q3 2026.
Pullen Investment Management left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 2.19% of Pullen Investment Management's portfolio in Q3 2026, its #7 holding.
Pullen Investment Management first reported a position in Microsoft in Q1 2024 and has held it in 11 quarters since.
Pullen Investment Management's Microsoft position peaked at $4.71M in Q3 2025.
4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Pullen Investment Management's 13F filing for Q3 2026, filed 23 Oct 2026.