PYA Waltman Capital’s Microsoft MSFT Stock Holding History

PYA Waltman Capital’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	$1.39M	Buy	3,732 +77	+2%	+$31.2K	0.33%	46
2026 Q1	$1.35M	Sell	3,655 -477	-12%	-$200K	0.38%	44
2025 Q4	$2M	Sell	4,132 -740	-15%	-$371K	0.54%	33
2025 Q3	$2.52M	Buy	4,872 +51	+1%	+$26K	0.68%	32
2025 Q2	$2.4M	Buy	4,821 +216	+5%	+$93.8K	0.69%	34
2025 Q1	$1.73M	Sell	4,605 -22	-0.5%	-$8.97K	0.54%	38
2024 Q4	$1.95M	Buy	4,627 +571	+14%	+$243K	0.63%	37
2024 Q3	$1.75M	Buy	4,056 +255	+7%	+$109K	0.57%	39
2024 Q2	$1.7M	Buy	3,801 +5	+0.1%	+$2.11K	0.62%	38
2024 Q1	$1.6M	Buy	3,796 +6	+0.2%	+$2.43K	0.59%	38
2023 Q4	$1.43M	Hold	3,790	–	–	0.59%	38
2023 Q3	$1.2M	Sell	3,790 -321	-8%	-$106K	0.51%	38
2023 Q2	$1.33M	Buy	4,111 +321	+8%	+$101K	0.57%	33
2023 Q1	$1.09M	Buy	3,790 +64	+2%	+$16.3K	0.54%	30
2022 Q4	$894K	Hold	3,726	–	–	0.47%	24
2022 Q3	$868K	Hold	3,726	–	–	0.51%	23
2022 Q2	$957K	Hold	3,726	–	–	0.53%	26
2022 Q1	$1.15M	Hold	3,726	–	–	0.57%	24
2021 Q4	$1.25M	Buy	3,726 +15	+0.4%	+$4.86K	0.65%	22
2021 Q3	$1.05M	Buy	3,711 +1,555	+72%	+$452K	0.57%	23
2021 Q2	$584K	Buy	2,156 +100	+5%	+$25.4K	0.3%	26
2021 Q1	$485K	Hold	2,056	–	–	0.28%	25
2020 Q4	$457K	Sell	2,056 -626	-23%	-$135K	0.27%	26
2020 Q3	$564K	Hold	2,682	–	–	0.4%	21
2020 Q2	$546K	Sell	2,682 -374	-12%	-$67.9K	0.45%	21
2020 Q1	$482K	Buy	3,056 +1,022	+50%	+$168K	0.51%	20
2019 Q4	$321K	Buy	+2,034	New	+$299K	0.29%	23

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

PYA Waltman Capital's MSFT Position: Q2 2026 in Review

PYA Waltman Capital increased its Microsoft (MSFT) stake by 2.1% in Q2 2026, buying an estimated $31.2K and bringing the position to 3,732 shares worth $1.39M. The position accounts for 0.33% of the portfolio, ranked #46.

PYA Waltman Capital first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.52M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

PYA Waltman Capital held 3,732 shares of Microsoft worth $1.39M as of Q2 2026.
PYA Waltman Capital bought 77 Microsoft shares in Q2 2026, an estimated $31.2K.
Microsoft made up 0.33% of PYA Waltman Capital's portfolio in Q2 2026, its #46 holding.
PYA Waltman Capital first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
PYA Waltman Capital's Microsoft position peaked at $2.52M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.