Stephen J. Garry & Associates’s Microsoft MSFT Stock Holding History

Stephen J. Garry & Associates’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	$366K	Buy	981 +15	+2%	+$6.07K	0.27%	41
2026 Q1	$358K	Hold	966	–	–	0.29%	39
2025 Q4	$467K	Hold	966	–	–	0.37%	35
2025 Q3	$500K	Sell	966 -71	-7%	-$36.2K	0.4%	34
2025 Q2	$516K	Hold	1,037	–	–	0.45%	29
2025 Q1	$389K	Hold	1,037	–	–	0.36%	31
2024 Q4	$437K	Hold	1,037	–	–	0.4%	31
2024 Q3	$446K	Hold	1,037	–	–	0.42%	26
2024 Q2	$463K	Hold	1,037	–	–	0.47%	26
2024 Q1	$436K	Buy	1,037 +8	+0.8%	+$3.24K	0.45%	26
2023 Q4	$387K	Buy	+1,029	New	+$366K	0.43%	28

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Stephen J. Garry & Associates's MSFT Position: Q2 2026 in Review

Stephen J. Garry & Associates increased its Microsoft (MSFT) stake by 1.6% in Q2 2026, buying an estimated $6.07K and bringing the position to 981 shares worth $366K. The position accounts for 0.27% of the portfolio, ranked #41.

Stephen J. Garry & Associates first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $516K in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Stephen J. Garry & Associates held 981 shares of Microsoft worth $366K as of Q2 2026.
Stephen J. Garry & Associates bought 15 Microsoft shares in Q2 2026, an estimated $6.07K.
Microsoft made up 0.27% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #41 holding.
Stephen J. Garry & Associates first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Stephen J. Garry & Associates's Microsoft position peaked at $516K in Q2 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.