Smartleaf Asset Management’s Microsoft MSFT Stock Holding History

Smartleaf 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	$42.3M	Hold	114,791	–	–	1.38%	12
2026 Q1	$41.2M	Buy	114,791 +23	+0%	+$9.62K	1.49%	11
2025 Q4	$55.9M	Buy	114,768 +17,131	+18%	+$8.58M	2.12%	7
2025 Q3	$50.2M	Buy	97,637 +27,421	+39%	+$14M	3.11%	2
2025 Q2	$34.8M	Sell	70,216 -8,597	-11%	-$3.73M	3.07%	2
2025 Q1	$29.9M	Buy	78,813 +1,203	+2%	+$490K	2.88%	2
2024 Q4	$33M	Buy	77,610 +14,426	+23%	+$6.14M	3.36%	2
2024 Q3	$27M	Buy	63,184 +18,608	+42%	+$7.95M	3.28%	2
2024 Q2	$20.2M	Buy	44,576 +9,196	+26%	+$3.88M	3.31%	3
2024 Q1	$14.9M	Buy	35,380 +10,932	+45%	+$4.43M	2.88%	2
2023 Q4	$9.08M	Buy	+24,448	New	+$8.7M	2.43%	3

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

Smartleaf Asset Management's MSFT Position: Q2 2026 in Review

Smartleaf Asset Management held its Microsoft (MSFT) position steady in Q2 2026 at 114,791 shares worth $42.3M. The position accounts for 1.38% of the portfolio, ranked #12.

Smartleaf Asset Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $55.9M in Q4 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Smartleaf Asset Management held 114,791 shares of Microsoft worth $42.3M as of Q2 2026.
Smartleaf Asset Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 1.38% of Smartleaf Asset Management's portfolio in Q2 2026, its #12 holding.
Smartleaf Asset Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Microsoft position peaked at $55.9M in Q4 2025.
6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.