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Richmond Investment Services’s Microsoft MSFT Stock Holding History

Richmond Investment Services’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 		$1.15M Sell
3,077
-5,132
-63% -$2.08M 0.36% 44
2026
Q1 		$3.04M Buy
8,209
+549
+7% +$230K 0.49% 36
2025
Q4 		$3.7M Sell
7,660
-27
-0.4% -$13.5K 0.64% 31
2025
Q3 		$3.98M Buy
7,687
+397
+5% +$203K 0.74% 25
2025
Q2 		$3.63M Buy
7,290
+4,552
+166% +$1.98M 0.77% 26
2025
Q1 		$1.03M Sell
2,738
-78
-3% -$31.8K 0.56% 37
2024
Q4 		$1.19M Buy
+2,816
New +$1.2M 0.67% 30

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

Richmond Investment Services's MSFT Position: Q2 2026 in Review

Richmond Investment Services reduced its Microsoft (MSFT) stake by 63% in Q2 2026, selling an estimated $2.08M and leaving 3,077 shares worth $1.15M. The position accounts for 0.36% of the portfolio, ranked #44.

Richmond Investment Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.98M in Q3 2025. 6,228 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Richmond Investment Services held 3,077 shares of Microsoft worth $1.15M as of Q2 2026.
  • Richmond Investment Services sold 5,132 Microsoft shares in Q2 2026, an estimated $2.08M.
  • Microsoft made up 0.36% of Richmond Investment Services's portfolio in Q2 2026, its #44 holding.
  • Richmond Investment Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Richmond Investment Services's Microsoft position peaked at $3.98M in Q3 2025.
  • 6,228 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.