Richards, Merrill & Peterson’s Microsoft MSFT Stock Holding History

Richards, Merrill & Peterson’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	$12.7M	Buy	34,125 +2,444	+8%	+$989K	4.04%	2
2026 Q1	$11.7M	Buy	31,681 +4,762	+18%	+$1.99M	4.3%	3
2025 Q4	$13M	Buy	26,919 +1,642	+6%	+$823K	4.99%	1
2025 Q3	$13.1M	Sell	25,277 -473	-2%	-$241K	5.65%	1
2025 Q2	$12.8M	Buy	25,750 +606	+2%	+$263K	6.09%	1
2025 Q1	$9.44M	Buy	25,144 +33	+0.1%	+$13.5K	4.91%	3
2024 Q4	$10.6M	Buy	+25,111	New	+$10.7M	5.53%	2

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

Richards, Merrill & Peterson's MSFT Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Microsoft (MSFT) stake by 7.7% in Q2 2026, buying an estimated $989K and bringing the position to 34,125 shares worth $12.7M. The position accounts for 4.04% of the portfolio, ranked #2.

Richards, Merrill & Peterson first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.1M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Richards, Merrill & Peterson held 34,125 shares of Microsoft worth $12.7M as of Q2 2026.
Richards, Merrill & Peterson bought 2,444 Microsoft shares in Q2 2026, an estimated $989K.
Microsoft made up 4.04% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #2 holding.
Richards, Merrill & Peterson first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Microsoft position peaked at $13.1M in Q3 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.