Savant Capital’s Microsoft MSFT Stock Holding History

Savant 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
2025 Q1	–	Hold	0	–	-$84.3K	–	1295
2024 Q4	–	Hold	0	–	–	–	1386
2024 Q3	–	Hold	0	–	–	–	1344
2024 Q2	–	Hold	0	–	–	–	1214
2024 Q1	–	Hold	0	–	–	–	1081
2023 Q4	–	Hold	0	–	–	–	831
2023 Q3	–	Hold	0	–	–	–	789
2023 Q2	–	Hold	0	–	–	–	766
2023 Q1	–	Hold	0	–	–	–	707
2022 Q4	–	Hold	0	–	–	–	567
2022 Q3	–	Hold	0	–	–	–	529
2022 Q2	–	Sell	-500	Closed	-$136K	–	535
2022 Q1	$155K	Buy	500 +200	+67%	+$60.2K	0.01%	553
2021 Q4	$101K	Sell	300 -200	-40%	-$64.8K	﹤0.01%	554
2021 Q3	$141K	Sell	500 -100	-17%	-$29.1K	0.01%	513
2021 Q2	$162K	Sell	600 -100	-14%	-$25.4K	0.01%	484
2021 Q1	$165K	Hold	700	–	–	0.01%	452
2020 Q4	$156K	Buy	+700	New	+$151K	0.01%	426

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

Savant Capital's MSFT Position: Q2 2026 in Review

Savant Capital increased its Microsoft (MSFT) stake by 154% in Q2 2026, buying an estimated $169M and bringing the position to 688,858 shares worth $276M. The position accounts for 0.81% of the portfolio, ranked #24.

Savant Capital first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Savant Capital held 688,858 shares of Microsoft worth $276M as of Q2 2026.
Savant Capital bought 417,801 Microsoft shares in Q2 2026, an estimated $169M.
Microsoft made up 0.81% of Savant Capital's portfolio in Q2 2026, its #24 holding.
Savant Capital first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.