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Studio Investment Management’s Microsoft MSFT Stock Holding History

Studio Investment 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
2026
Q2 		$7.84M Buy
21,031
+151
+0.7% +$61.1K 1.33% 15
2026
Q1 		$7.73M Sell
20,880
-27
-0.1% -$11.3K 1.39% 15
2025
Q4 		$10.1M Sell
20,907
-111
-0.5% -$55.6K 1.85% 11
2025
Q3 		$10.9M Sell
21,018
-734
-3% -$374K 2.05% 11
2025
Q2 		$10.8M Sell
21,752
-484
-2% -$210K 2.17% 10
2025
Q1 		$8.35M Sell
22,236
-84
-0.4% -$34.2K 1.73% 11
2024
Q4 		$9.41M Sell
22,320
-305
-1% -$130K 2% 11
2024
Q3 		$9.74M Sell
22,625
-209
-0.9% -$89.3K 2.05% 9
2024
Q2 		$10.2M Buy
22,834
+486
+2% +$205K 2.32% 8
2024
Q1 		$9.4M Sell
22,348
-430
-2% -$174K 2.23% 8
2023
Q4 		$8.57M Sell
22,778
-505
-2% -$180K 2.19% 8
2023
Q3 		$7.35M Sell
23,283
-318
-1% -$105K 2.05% 9
2023
Q2 		$8.04M Sell
23,601
-606
-3% -$190K 2.25% 8
2023
Q1 		$6.98M Sell
24,207
-749
-3% -$191K 2.11% 9
2022
Q4 		$5.98M Buy
24,956
+5
+0% +$1.2K 1.94% 13
2022
Q3 		$5.81M Buy
24,951
+691
+3% +$182K 2.09% 11
2022
Q2 		$6.23M Buy
24,260
+107
+0.4% +$29K 2.16% 12
2022
Q1 		$7.45M Sell
24,153
-76
-0.3% -$22.9K 2.45% 11
2021
Q4 		$8.15M Sell
24,229
-5,156
-18% -$1.67M 2.93% 9
2021
Q3 		$8.28M Buy
+29,385
New +$8.55M 3.54% 7

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

Studio Investment Management's MSFT Position: Q2 2026 in Review

Studio Investment Management increased its Microsoft (MSFT) stake by 0.72% in Q2 2026, buying an estimated $61.1K and bringing the position to 21,031 shares worth $7.84M. The position accounts for 1.33% of the portfolio, ranked #15.

Studio Investment Management first reported a position in MSFT in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.9M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Studio Investment Management held 21,031 shares of Microsoft worth $7.84M as of Q2 2026.
  • Studio Investment Management bought 151 Microsoft shares in Q2 2026, an estimated $61.1K.
  • Microsoft made up 1.33% of Studio Investment Management's portfolio in Q2 2026, its #15 holding.
  • Studio Investment Management first reported a position in Microsoft in Q3 2021 and has held it in 20 quarters since.
  • Studio Investment Management's Microsoft position peaked at $10.9M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.