Stolper & Co
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Stolper & Co’s Microsoft MSFT Stock Holding History

Stolper & Co’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
Q3 		$8.8M Buy
17,158
+65
+0.4% +$30.1K 2.27% 17
2026
Q2 		$6.38M Sell
17,093
-12,780
-43% -$5.17M 1.65% 25
2026
Q1 		$2.11M Buy
29,873
+13,936
+87% +$5.83M 0.6% 50
2025
Q4 		$7.71M Buy
15,937
+18
+0.1% +$9.02K 2.27% 15
2025
Q3 		$8.24M Sell
15,919
-53
-0.3% -$27K 2.5% 15
2025
Q2 		$7.94M Sell
15,972
-194
-1% -$84.2K 2.61% 12
2025
Q1 		$6.07M Sell
16,166
-21
-0.1% -$8.56K 1.99% 19
2024
Q4 		$6.82M Sell
16,187
-113
-0.7% -$48.1K 2.27% 15
2024
Q3 		$7.01M Sell
16,300
-44
-0.3% -$18.8K 2.29% 15
2024
Q2 		$7.3M Buy
16,344
+47
+0.3% +$19.8K 2.57% 9
2024
Q1 		$6.86M Sell
16,297
-1,406
-8% -$569K 2.47% 10
2023
Q4 		$6.66M Sell
17,703
-50
-0.3% -$17.8K 2.68% 8
2023
Q3 		$5.61M Sell
17,753
-23
-0.1% -$7.6K 2.43% 12
2023
Q2 		$6.05M Sell
17,776
-6,470
-27% -$2.03M 2.55% 11
2023
Q1 		$6.99M Buy
24,246
+123
+0.5% +$31.4K 3% 7
2022
Q4 		$5.78M Buy
24,123
+985
+4% +$236K 2.54% 10
2022
Q3 		$5.39M Sell
23,138
-16
-0.1% -$4.22K 2.65% 8
2022
Q2 		$5.95M Sell
23,154
-99
-0.4% -$26.9K 2.79% 9
2022
Q1 		$7.17M Sell
23,253
-61
-0.3% -$18.4K 3.04% 6
2021
Q4 		$7.84M Sell
23,314
-1,117
-5% -$362K 3.49% 5
2021
Q3 		$6.89M Sell
24,431
-205
-0.8% -$59.6K 3.29% 5
2021
Q2 		$6.67M Buy
24,636
+60
+0.2% +$15.3K 3.15% 6
2021
Q1 		$5.79M Sell
24,576
-1,867
-7% -$433K 2.98% 7
2020
Q4 		$5.88M Sell
26,443
-358
-1% -$77K 3.3% 5
2020
Q3 		$5.64M Sell
26,801
-872
-3% -$183K 3.64% 3
2020
Q2 		$5.63M Sell
27,673
-727
-3% -$132K 3.68% 3
2020
Q1 		$4.48M Buy
+28,400
New +$4.67M 3.22% 5

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Stolper & Co's MSFT Position: Q3 2026 in Review

Stolper & Co increased its Microsoft (MSFT) stake by 0.38% in Q3 2026, buying an estimated $30.1K and bringing the position to 17,158 shares worth $8.8M. The position accounts for 2.27% of the portfolio, ranked #17.

Stolper & Co first reported a position in MSFT in Q1 2020 and has held it in 27 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Stolper & Co held 17,158 shares of Microsoft worth $8.8M as of Q3 2026.
  • Stolper & Co bought 65 Microsoft shares in Q3 2026, an estimated $30.1K.
  • Microsoft made up 2.27% of Stolper & Co's portfolio in Q3 2026, its #17 holding.
  • Stolper & Co first reported a position in Microsoft in Q1 2020 and has held it in 27 quarters since.
  • 2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.