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Tandem Investment Partners’s Microsoft MSFT Stock Holding History

Tandem Investment Partners’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 		$2.43M Buy
6,526
+59
+0.9% +$23.9K 1.88% 19
2026
Q1 		$2.39M Buy
6,467
+330
+5% +$138K 2.03% 18
2025
Q4 		$2.97M Sell
6,137
-616
-9% -$309K 2.5% 14
2025
Q3 		$3.5M Buy
6,753
+168
+3% +$85.7K 2.87% 10
2025
Q2 		$3.28M Buy
6,585
+367
+6% +$159K 2.86% 10
2025
Q1 		$2.33M Sell
6,218
-10
-0.2% -$4.08K 2.31% 17
2024
Q4 		$2.63M Buy
+6,228
New +$2.65M 2.51% 13

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

Tandem Investment Partners's MSFT Position: Q2 2026 in Review

Tandem Investment Partners increased its Microsoft (MSFT) stake by 0.91% in Q2 2026, buying an estimated $23.9K and bringing the position to 6,526 shares worth $2.43M. The position accounts for 1.88% of the portfolio, ranked #19.

Tandem Investment Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.5M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tandem Investment Partners held 6,526 shares of Microsoft worth $2.43M as of Q2 2026.
  • Tandem Investment Partners bought 59 Microsoft shares in Q2 2026, an estimated $23.9K.
  • Microsoft made up 1.88% of Tandem Investment Partners's portfolio in Q2 2026, its #19 holding.
  • Tandem Investment Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Tandem Investment Partners's Microsoft position peaked at $3.5M in Q3 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.