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Samalin Investment Counsel’s Microsoft MSFT Stock Holding History

Samalin Investment Counsel’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
12,262
+1,021
+9% +$413K 1.43% 9
2026
Q1 		$4.16M Sell
11,241
-1,891
-14% -$791K 1.48% 8
2025
Q4 		$6.35M Buy
13,132
+1,506
+13% +$755K 2.25% 3
2025
Q3 		$6.02M Buy
11,626
+100
+0.9% +$51K 2.07% 5
2025
Q2 		$5.73M Buy
11,526
+268
+2% +$116K 2.2% 2
2025
Q1 		$4.23M Buy
11,258
+493
+5% +$201K 1.71% 5
2024
Q4 		$4.54M Buy
10,765
+115
+1% +$49K 1.95% 4
2024
Q3 		$4.58M Buy
10,650
+49
+0.5% +$20.9K 1.99% 5
2024
Q2 		$4.74M Sell
10,601
-54
-0.5% -$22.8K 2.21% 3
2024
Q1 		$4.48M Sell
10,655
-895
-8% -$362K 2.14% 4
2023
Q4 		$4.34M Buy
11,550
+284
+3% +$101K 2.19% 3
2023
Q3 		$3.56M Buy
11,266
+541
+5% +$179K 2.04% 2
2023
Q2 		$3.65M Buy
10,725
+745
+7% +$233K 1.97% 5
2023
Q1 		$2.88M Buy
9,980
+61
+0.6% +$15.6K 1.74% 6
2022
Q4 		$2.38M Sell
9,919
-479
-5% -$115K 1.5% 8
2022
Q3 		$2.42M Sell
10,398
-518
-5% -$137K 1.78% 6
2022
Q2 		$2.8M Sell
10,916
-295
-3% -$80.1K 1.98% 5
2022
Q1 		$3.46M Buy
11,211
+1,022
+10% +$307K 2.1% 3
2021
Q4 		$3.43M Sell
10,189
-179
-2% -$58K 2.06% 4
2021
Q3 		$2.92M Sell
10,368
-226
-2% -$65.8K 1.9% 6
2021
Q2 		$2.87M Buy
10,594
+176
+2% +$44.7K 1.86% 7
2021
Q1 		$2.46M Buy
10,418
+1,369
+15% +$318K 1.65% 7
2020
Q4 		$2.01M Buy
9,049
+142
+2% +$30.5K 1.51% 9
2020
Q3 		$1.87M Sell
8,907
-195
-2% -$41K 1.67% 9
2020
Q2 		$1.85M Buy
9,102
+527
+6% +$95.7K 1.94% 9
2020
Q1 		$1.35M Sell
8,575
-2,361
-22% -$388K 1.81% 10
2019
Q4 		$1.72M Buy
+10,936
New +$1.61M 1.45% 10

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Samalin Investment Counsel's MSFT Position: Q2 2026 in Review

Samalin Investment Counsel increased its Microsoft (MSFT) stake by 9.1% in Q2 2026, buying an estimated $413K and bringing the position to 12,262 shares worth $4.57M. The position accounts for 1.43% of the portfolio, ranked #9.

Samalin Investment Counsel first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.35M in Q4 2025. 2,651 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Samalin Investment Counsel held 12,262 shares of Microsoft worth $4.57M as of Q2 2026.
  • Samalin Investment Counsel bought 1,021 Microsoft shares in Q2 2026, an estimated $413K.
  • Microsoft made up 1.43% of Samalin Investment Counsel's portfolio in Q2 2026, its #9 holding.
  • Samalin Investment Counsel first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's Microsoft position peaked at $6.35M in Q4 2025.
  • 2,651 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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