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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
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 		$7.95M 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 		$5.79M 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Stolper & Co's MSFT Position: Q2 2026 in Review

Stolper & Co reduced its Microsoft (MSFT) stake by 43% in Q2 2026, selling an estimated $5.17M and leaving 17,093 shares worth $6.38M. The position accounts for 1.65% of the portfolio, ranked #25.

Stolper & Co first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.24M in Q3 2025. 1,309 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Stolper & Co held 17,093 shares of Microsoft worth $6.38M as of Q2 2026.
  • Stolper & Co sold 12,780 Microsoft shares in Q2 2026, an estimated $5.17M.
  • Microsoft made up 1.65% of Stolper & Co's portfolio in Q2 2026, its #25 holding.
  • Stolper & Co first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Stolper & Co's Microsoft position peaked at $8.24M in Q3 2025.
  • 1,309 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.