RW Investment Management’s Microsoft MSFT Stock Holding History

RW 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	$4.57M	Buy	12,251 +456	+4%	+$184K	0.4%	20
2026 Q1	$4.37M	Buy	+11,795	New	+$4.94M	0.42%	19
2025 Q3	$6.27M	Sell	12,100 -287	-2%	-$146K	0.65%	14
2025 Q2	$6.16M	Buy	12,387 +1,506	+14%	+$654K	0.69%	14
2025 Q1	$4.08M	Buy	10,881 +133	+1%	+$54.2K	0.5%	16
2024 Q4	$4.53M	Sell	10,748 -209	-2%	-$89K	0.55%	15
2024 Q3	$4.71M	Buy	10,957 +425	+4%	+$182K	0.59%	11
2024 Q2	$4.71M	Sell	10,532 -623	-6%	-$263K	0.64%	11
2024 Q1	$4.69M	Buy	11,155 +445	+4%	+$180K	0.65%	10
2023 Q4	$4.03M	Sell	10,710 -889	-8%	-$316K	0.61%	14
2023 Q3	$3.66M	Sell	11,599 -873	-7%	-$288K	0.67%	13
2023 Q2	$4.25M	Sell	12,472 -2,473	-17%	-$775K	0.88%	12
2023 Q1	$4.31M	Sell	14,945 -148	-1%	-$37.8K	1.2%	13
2022 Q4	$3.62M	Buy	+15,093	New	+$3.62M	1.42%	13

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

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

RW Investment Management increased its Microsoft (MSFT) stake by 3.9% in Q2 2026, buying an estimated $184K and bringing the position to 12,251 shares worth $4.57M. The position accounts for 0.4% of the portfolio, ranked #20.

RW Investment Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.27M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

RW Investment Management held 12,251 shares of Microsoft worth $4.57M as of Q2 2026.
RW Investment Management bought 456 Microsoft shares in Q2 2026, an estimated $184K.
Microsoft made up 0.4% of RW Investment Management's portfolio in Q2 2026, its #20 holding.
RW Investment Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Microsoft position peaked at $6.27M in Q3 2025.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.