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Ted Buchan & Co’s Microsoft MSFT Stock Holding History

Ted Buchan & 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 		$2.53M Sell
6,793
-1,263
-16% -$511K 0.83% 29
2026
Q1 		$2.98M Buy
8,056
+242
+3% +$101K 1.08% 25
2025
Q4 		$3.78M Buy
7,814
+286
+4% +$143K 1.39% 23
2025
Q3 		$3.9M Sell
7,528
-172
-2% -$87.7K 1.53% 19
2025
Q2 		$3.83M Buy
7,700
+929
+14% +$403K 1.52% 20
2025
Q1 		$2.54M Buy
6,771
+19
+0.3% +$7.75K 1.2% 24
2024
Q4 		$2.85M Buy
6,752
+781
+13% +$333K 1.34% 21
2024
Q3 		$2.57M Buy
5,971
+230
+4% +$98.3K 1.22% 21
2024
Q2 		$2.57M Buy
5,741
+98
+2% +$41.4K 1.38% 22
2024
Q1 		$2.37M Buy
5,643
+337
+6% +$136K 1.46% 20
2023
Q4 		$2M Buy
5,306
+369
+7% +$131K 1.45% 20
2023
Q3 		$1.56M Sell
4,937
-166
-3% -$54.9K 1.25% 20
2023
Q2 		$1.74M Sell
5,103
-332
-6% -$104K 1.34% 20
2023
Q1 		$1.57M Buy
5,435
+2,074
+62% +$529K 1.31% 17
2022
Q4 		$806K Buy
+3,361
New +$807K 0.75% 32

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

Ted Buchan & Co's MSFT Position: Q2 2026 in Review

Ted Buchan & Co reduced its Microsoft (MSFT) stake by 16% in Q2 2026, selling an estimated $511K and leaving 6,793 shares worth $2.53M. The position accounts for 0.83% of the portfolio, ranked #29.

Ted Buchan & Co first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.9M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ted Buchan & Co held 6,793 shares of Microsoft worth $2.53M as of Q2 2026.
  • Ted Buchan & Co sold 1,263 Microsoft shares in Q2 2026, an estimated $511K.
  • Microsoft made up 0.83% of Ted Buchan & Co's portfolio in Q2 2026, its #29 holding.
  • Ted Buchan & Co first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Ted Buchan & Co's Microsoft position peaked at $3.9M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.