Sims Investment Management’s Microsoft MSFT Stock Holding History

Sims 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	$247K	Buy	+663	New	+$268K	0.08%	35
2026 Q1	–	Sell	-1,384	Closed	-$669K	–	43
2025 Q4	$669K	Sell	1,384 -156	-10%	-$78.2K	0.24%	27
2025 Q3	$798K	Buy	1,540 +56	+4%	+$28.6K	0.29%	23
2025 Q2	$738K	Sell	1,484 -20	-1%	-$8.69K	0.3%	23
2025 Q1	$565K	Buy	+1,504	New	+$613K	0.25%	29

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

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

Sims Investment Management opened a new position in Microsoft (MSFT) in Q2 2026: 663 shares worth $247K. The stake represents 0.08% of the portfolio and ranks #35 among its holdings. This is a return to the name: Sims Investment Management previously reported a position in MSFT as recently as Q4 2025.

Sims Investment Management first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $798K in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sims Investment Management held 663 shares of Microsoft worth $247K as of Q2 2026.
Microsoft was a new Sims Investment Management position in Q2 2026.
Microsoft made up 0.08% of Sims Investment Management's portfolio in Q2 2026, its #35 holding.
Sims Investment Management first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
Sims Investment Management's Microsoft position peaked at $798K in Q3 2025.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.