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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
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

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

Pullen Investment Management's MSFT Position: Q2 2026 in Review

Pullen Investment Management reduced its Microsoft (MSFT) stake by 0.4% in Q2 2026, selling an estimated $14.6K and leaving 8,951 shares worth $3.34M. The position accounts for 1.55% of the portfolio, ranked #21.

Pullen Investment Management first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.71M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Pullen Investment Management held 8,951 shares of Microsoft worth $3.34M as of Q2 2026.
  • Pullen Investment Management sold 36 Microsoft shares in Q2 2026, an estimated $14.6K.
  • Microsoft made up 1.55% of Pullen Investment Management's portfolio in Q2 2026, its #21 holding.
  • Pullen Investment Management first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Pullen Investment Management's Microsoft position peaked at $4.71M in Q3 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.