Sugar Maple Asset Management’s Microsoft MSFT Stock Holding History

Sugar Maple Asset 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	$485K	Buy	1,301 +100	+8%	+$40.5K	0.31%	52
2026 Q1	$444K	Buy	1,201 +70	+6%	+$29.3K	0.27%	54
2025 Q4	$547K	Buy	1,131 +1	+0.1%	+$501	0.37%	48
2025 Q3	$585K	Sell	1,130 -3	-0.3%	-$1.53K	0.42%	42
2025 Q2	$563K	Sell	1,133 -230	-17%	-$99.9K	0.44%	40
2025 Q1	$512K	Sell	1,363 -1,403	-51%	-$572K	0.4%	37
2024 Q4	$1.17M	Sell	2,766 -161	-6%	-$68.6K	0.89%	24
2024 Q3	$1.26M	Sell	2,927 -404	-12%	-$173K	1.09%	17
2024 Q2	$1.49M	Buy	3,331 +79	+2%	+$33.4K	1.44%	17
2024 Q1	$1.37M	Buy	+3,252	New	+$1.32M	1.32%	19

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sugar Maple Asset Management's MSFT Position: Q2 2026 in Review

Sugar Maple Asset Management increased its Microsoft (MSFT) stake by 8.3% in Q2 2026, buying an estimated $40.5K and bringing the position to 1,301 shares worth $485K. The position accounts for 0.31% of the portfolio, ranked #52.

Sugar Maple Asset Management first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q2 2024. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sugar Maple Asset Management held 1,301 shares of Microsoft worth $485K as of Q2 2026.
Sugar Maple Asset Management bought 100 Microsoft shares in Q2 2026, an estimated $40.5K.
Microsoft made up 0.31% of Sugar Maple Asset Management's portfolio in Q2 2026, its #52 holding.
Sugar Maple Asset Management first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
Sugar Maple Asset Management's Microsoft position peaked at $1.49M in Q2 2024.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.