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Spear Holdings’s Microsoft MSFT Stock Holding History

Spear Holdings’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 		$133M Buy
356,180
+73,672
+26% +$29.8M 7.92% 4
2026
Q1 		$105M Buy
282,508
+26,008
+10% +$10.9M 10.43% 1
2025
Q4 		$124M Sell
256,500
-24,900
-9% -$12.5M 21.87% 1
2025
Q3 		$146M Buy
281,400
+106,900
+61% +$54.5M 8.19% 2
2025
Q2 		$86.8M Sell
174,500
-246,100
-59% -$107M 6.35% 5
2025
Q1 		$158M Buy
+420,600
New +$171M 12.16% 2
2024
Q2 		– Sell
-193,100
Closed -$81.2M – 12
2024
Q1 		$81.2M Buy
+193,100
New +$78.2M 14.12% 3

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spear Holdings's MSFT Position: Q2 2026 in Review

Spear Holdings increased its Microsoft (MSFT) stake by 26% in Q2 2026, buying an estimated $29.8M and bringing the position to 356,180 shares worth $133M. The position accounts for 7.92% of the portfolio, ranked #4.

Spear Holdings first reported a position in MSFT in Q1 2024 and has held it in 7 quarters since. The position peaked at $158M in Q1 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Spear Holdings held 356,180 shares of Microsoft worth $133M as of Q2 2026.
  • Spear Holdings bought 73,672 Microsoft shares in Q2 2026, an estimated $29.8M.
  • Microsoft made up 7.92% of Spear Holdings's portfolio in Q2 2026, its #4 holding.
  • Spear Holdings first reported a position in Microsoft in Q1 2024 and has held it in 7 quarters since.
  • Spear Holdings's Microsoft position peaked at $158M in Q1 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Spear Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.