Slocum, Gordon & Co’s Microsoft MSFT Stock Holding History

Slocum, Gordon & Co’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	$1.24M	Buy	3,329 +104	+3%	+$42.1K	0.82%	37
2026 Q1	$1.19M	Sell	3,225 -116	-3%	-$48.5K	0.81%	33
2025 Q4	$1.62M	Sell	3,341 -100	-3%	-$50.1K	1.17%	28
2025 Q3	$1.78M	Buy	3,441 +200	+6%	+$102K	1.42%	21
2025 Q2	$1.61M	Hold	3,241	–	–	1.3%	23
2025 Q1	$1.22M	Sell	3,241 -300	-8%	-$122K	0.91%	26
2024 Q4	$1.49M	Hold	3,541	–	–	1.23%	25
2024 Q3	$1.52M	Sell	3,541 -718	-17%	-$307K	0.61%	31
2024 Q2	$1.9M	Buy	4,259 +45	+1%	+$19K	1.42%	21
2024 Q1	$1.77M	Buy	4,214 +192	+5%	+$77.7K	1.32%	23
2023 Q4	$1.59M	Buy	4,022 +108	+3%	+$38.4K	1.39%	21
2023 Q3	$1.24M	Hold	3,914	–	–	1.08%	24
2023 Q2	$1.33M	Buy	3,914 +235	+6%	+$73.7K	0.97%	23
2023 Q1	$1.06M	Hold	3,679	–	–	0.88%	25
2022 Q4	$882K	Buy	+3,679	New	+$883K	0.57%	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

Slocum, Gordon & Co's MSFT Position: Q2 2026 in Review

Slocum, Gordon & Co increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $42.1K and bringing the position to 3,329 shares worth $1.24M. The position accounts for 0.82% of the portfolio, ranked #37.

Slocum, Gordon & Co first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q2 2024. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Slocum, Gordon & Co held 3,329 shares of Microsoft worth $1.24M as of Q2 2026.
Slocum, Gordon & Co bought 104 Microsoft shares in Q2 2026, an estimated $42.1K.
Microsoft made up 0.82% of Slocum, Gordon & Co's portfolio in Q2 2026, its #37 holding.
Slocum, Gordon & Co first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Slocum, Gordon & Co's Microsoft position peaked at $1.9M in Q2 2024.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.