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Taylor Hoffman Capital Management’s Microsoft MSFT Stock Holding History

Taylor Hoffman Capital 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 		$4.42M Buy
11,844
+589
+5% +$238K 1.07% 29
2026
Q1 		$4.17M Sell
11,255
-279
-2% -$117K 1.28% 28
2025
Q4 		$5.58M Sell
11,534
-36
-0.3% -$18K 1.69% 20
2025
Q3 		$5.99M Sell
11,570
-5
-0% -$2.55K 1.89% 15
2025
Q2 		$5.76M Sell
11,575
-411
-3% -$178K 1.97% 18
2025
Q1 		$4.58M Buy
11,986
+1,020
+9% +$416K 1.7% 23
2024
Q4 		$4.62M Hold
10,966
– – 1.68% 22
2024
Q3 		$4.46M Buy
+10,966
New +$4.69M 1.71% 22

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

Taylor Hoffman Capital Management's MSFT Position: Q2 2026 in Review

Taylor Hoffman Capital Management increased its Microsoft (MSFT) stake by 5.2% in Q2 2026, buying an estimated $238K and bringing the position to 11,844 shares worth $4.42M. The position accounts for 1.07% of the portfolio, ranked #29.

Taylor Hoffman Capital Management first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.99M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Taylor Hoffman Capital Management held 11,844 shares of Microsoft worth $4.42M as of Q2 2026.
  • Taylor Hoffman Capital Management bought 589 Microsoft shares in Q2 2026, an estimated $238K.
  • Microsoft made up 1.07% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #29 holding.
  • Taylor Hoffman Capital Management first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • Taylor Hoffman Capital Management's Microsoft position peaked at $5.99M in Q3 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.