Shulman DeMeo Asset Management’s Microsoft MSFT Stock Holding History

Shulman DeMeo Asset 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	$1.73M	Sell	4,636 -76	-2%	-$30.8K	0.32%	27
2026 Q1	$1.74M	Sell	4,712 -19	-0.4%	-$7.95K	0.37%	24
2025 Q4	$2.29M	Sell	4,731 -3	-0.1%	-$1.5K	0.52%	17
2025 Q3	$2.45M	Sell	4,734 -13	-0.3%	-$6.63K	0.56%	16
2025 Q2	$2.36M	Sell	4,747 -204	-4%	-$88.6K	0.58%	16
2025 Q1	$1.86M	Buy	4,951 +19	+0.4%	+$7.75K	0.52%	17
2024 Q4	$2.08M	Sell	4,932 -878	-15%	-$374K	0.56%	15
2024 Q3	$2.52M	Buy	5,810 +288	+5%	+$123K	0.62%	16
2024 Q2	$2.47M	Sell	5,522 -13	-0.2%	-$5.49K	0.64%	15
2024 Q1	$2.33M	Buy	5,535 +249	+5%	+$101K	0.62%	16
2023 Q4	$1.99M	Buy	5,286 +89	+2%	+$31.7K	0.56%	15
2023 Q3	$1.64M	Sell	5,197 -353	-6%	-$117K	0.55%	13
2023 Q2	$1.89M	Buy	5,550 +140	+3%	+$43.9K	0.57%	14
2023 Q1	$1.56M	Buy	5,410 +19	+0.4%	+$4.85K	0.49%	17
2022 Q4	$1.29M	Buy	5,391 +154	+3%	+$37K	0.43%	21
2022 Q3	$1.22M	Sell	5,237 -12	-0.2%	-$3.17K	0.43%	21
2022 Q2	$1.35M	Buy	5,249 +29	+0.6%	+$7.87K	0.45%	21
2022 Q1	$1.61M	Buy	5,220 +247	+5%	+$74.3K	0.45%	21
2021 Q4	$1.67M	Buy	4,973 +117	+2%	+$37.9K	0.44%	19
2021 Q3	$1.37M	Buy	+4,856	New	+$1.41M	1.19%	16
2021 Q2	–	Sell	-4,467	Closed	-$1.05M	–	115
2021 Q1	$1.05M	Buy	4,467 +366	+9%	+$84.9K	0.29%	40
2020 Q4	$912K	Buy	4,101 +456	+13%	+$98.1K	0.26%	42
2020 Q3	$767K	Sell	3,645 -3	-0.1%	-$630	0.26%	44
2020 Q2	$742K	Buy	3,648 +141	+4%	+$25.6K	0.29%	39
2020 Q1	$553K	Buy	3,507 +271	+8%	+$44.6K	0.26%	45
2019 Q4	$510K	Buy	3,236 +107	+3%	+$15.7K	0.18%	63
2019 Q3	$435K	Buy	3,129 +141	+5%	+$19.4K	0.15%	71
2019 Q2	$400K	Buy	2,988 +1,291	+76%	+$164K	0.15%	75
2019 Q1	$200K	Buy	+1,697	New	+$185K	0.08%	120

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Shulman DeMeo Asset Management's MSFT Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Microsoft (MSFT) stake by 1.6% in Q2 2026, selling an estimated $30.8K and leaving 4,636 shares worth $1.73M. The position accounts for 0.32% of the portfolio, ranked #27.

Shulman DeMeo Asset Management first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.52M in Q3 2024. 2,565 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Shulman DeMeo Asset Management held 4,636 shares of Microsoft worth $1.73M as of Q2 2026.
Shulman DeMeo Asset Management sold 76 Microsoft shares in Q2 2026, an estimated $30.8K.
Microsoft made up 0.32% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #27 holding.
Shulman DeMeo Asset Management first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
Shulman DeMeo Asset Management's Microsoft position peaked at $2.52M in Q3 2024.
2,565 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.