Saxony Capital Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.52M Buy
4,065
+146
+4% +$59.1K 0.69% 40
2026
Q1
$1.45M Buy
3,919
+112
+3% +$46.9K 0.84% 34
2025
Q4
$1.84M Buy
3,807
+23
+0.6% +$11.5K 1.13% 25
2025
Q3
$1.96M Buy
3,784
+117
+3% +$59.7K 1.29% 25
2025
Q2
$1.82M Sell
3,667
-64
-2% -$27.8K 1.4% 25
2025
Q1
$1.4M Sell
3,731
-6
-0.2% -$2.45K 1.23% 26
2024
Q4
$1.58M Sell
3,737
-268
-7% -$114K 1.39% 25
2024
Q3
$1.72M Sell
4,005
-242
-6% -$103K 1.58% 20
2024
Q2
$1.9M Sell
4,247
-114
-3% -$48.1K 2.09% 11
2024
Q1
$1.83M Buy
4,361
+293
+7% +$119K 2.21% 15
2023
Q4
$1.53M Buy
+4,068
New +$1.45M 2.03% 18

Other funds holding MSFT

Saxony Capital Management's MSFT Position: Q2 2026 in Review

Saxony Capital Management increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $59.1K and bringing the position to 4,065 shares worth $1.52M. The position accounts for 0.69% of the portfolio, ranked #40.

Saxony Capital Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.96M in Q3 2025. 1,600 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Saxony Capital Management held 4,065 shares of Microsoft worth $1.52M as of Q2 2026.
  • Saxony Capital Management bought 146 Microsoft shares in Q2 2026, an estimated $59.1K.
  • Microsoft made up 0.69% of Saxony Capital Management's portfolio in Q2 2026, its #40 holding.
  • Saxony Capital Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Saxony Capital Management's Microsoft position peaked at $1.96M in Q3 2025.
  • 1,600 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.