SAM
MSFT icon

Stansberry Asset Management’s Microsoft MSFT Stock Holding History

Stansberry 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
2018
Q3 		– Sell
-100
Closed -$10K – 96
2018
Q2 		$10K Hold
100
– – ﹤0.01% 94
2018
Q1 		$9K Buy
+100
New +$9.14K ﹤0.01% 70

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

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

Stansberry Asset Management reduced its Microsoft (MSFT) stake by 1% in Q2 2026, selling an estimated $150K and leaving 36,196 shares worth $13.5M. The position accounts for 1.24% of the portfolio, ranked #25.

Stansberry Asset Management first reported a position in MSFT in Q1 2018 and has held it in 34 quarters since. The position peaked at $26.1M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Stansberry Asset Management held 36,196 shares of Microsoft worth $13.5M as of Q2 2026.
  • Stansberry Asset Management sold 370 Microsoft shares in Q2 2026, an estimated $150K.
  • Microsoft made up 1.24% of Stansberry Asset Management's portfolio in Q2 2026, its #25 holding.
  • Stansberry Asset Management first reported a position in Microsoft in Q1 2018 and has held it in 34 quarters since.
  • Stansberry Asset Management's Microsoft position peaked at $26.1M in Q3 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.