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Stokes Family Office’s Microsoft MSFT Stock Holding History

Stokes Family Office’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 		$16.2M Sell
43,367
-2,692
-6% -$1.09M 1.89% 10
2026
Q1 		$17M Sell
46,059
-20,222
-31% -$8.46M 1.76% 11
2025
Q4 		$32.1M Buy
66,281
+8,494
+15% +$4.26M 2.93% 5
2025
Q3 		$29.9M Buy
57,787
+2,084
+4% +$1.06M 2.84% 4
2025
Q2 		$27.7M Sell
55,703
-440
-0.8% -$191K 2.91% 6
2025
Q1 		$21.1M Sell
56,143
-447
-0.8% -$182K 2.37% 7
2024
Q4 		$23.9M Buy
56,590
+2,118
+4% +$902K 2.55% 8
2024
Q3 		$23.4M Sell
54,472
-261
-0.5% -$112K 2.56% 9
2024
Q2 		$24.5M Buy
54,733
+935
+2% +$395K 2.87% 6
2024
Q1 		$22.6M Buy
53,798
+3,206
+6% +$1.3M 2.83% 6
2023
Q4 		$19M Sell
50,592
-19,498
-28% -$6.94M 2.57% 4
2023
Q3 		$22.1M Buy
70,090
+2,040
+3% +$674K 2.6% 5
2023
Q2 		$23.2M Buy
68,050
+6,936
+11% +$2.17M 2.68% 6
2023
Q1 		$17.6M Buy
61,114
+1,952
+3% +$498K 2.2% 9
2022
Q4 		$14.2M Sell
59,162
-2,902
-5% -$696K 1.83% 12
2022
Q3 		$14.5M Buy
62,064
+1,480
+2% +$391K 2.06% 11
2022
Q2 		$15.6M Buy
60,584
+2,916
+5% +$791K 2.12% 10
2022
Q1 		$17.8M Buy
57,668
+306
+0.5% +$92.1K 2.36% 8
2021
Q4 		$19.3M Buy
57,362
+1,078
+2% +$349K 2.4% 7
2021
Q3 		$15.9M Buy
56,284
+1,537
+3% +$447K 2.2% 8
2021
Q2 		$14.8M Buy
54,747
+1,369
+3% +$348K 2.1% 10
2021
Q1 		$12.6M Buy
53,378
+2,912
+6% +$676K 1.96% 11
2020
Q4 		$11.2M Buy
50,466
+3,622
+8% +$779K 2.21% 8
2020
Q3 		$9.85M Buy
46,844
+2,752
+6% +$578K 2.23% 8
2020
Q2 		$8.97M Buy
44,092
+1,218
+3% +$221K 2.26% 9
2020
Q1 		$6.76M Buy
42,874
+2,375
+6% +$391K 1.8% 12
2019
Q4 		$6.4M Buy
+40,499
New +$5.95M 1.42% 17

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

Stokes Family Office's MSFT Position: Q2 2026 in Review

Stokes Family Office reduced its Microsoft (MSFT) stake by 5.8% in Q2 2026, selling an estimated $1.09M and leaving 43,367 shares worth $16.2M. The position accounts for 1.89% of the portfolio, ranked #10.

Stokes Family Office first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $32.1M in Q4 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Stokes Family Office held 43,367 shares of Microsoft worth $16.2M as of Q2 2026.
  • Stokes Family Office sold 2,692 Microsoft shares in Q2 2026, an estimated $1.09M.
  • Microsoft made up 1.89% of Stokes Family Office's portfolio in Q2 2026, its #10 holding.
  • Stokes Family Office first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's Microsoft position peaked at $32.1M in Q4 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.