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Thomas Story & Son’s Microsoft MSFT Stock Holding History

Thomas Story & Son’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 		$744K Buy
1,995
+50
+3% +$20.2K 0.26% 37
2026
Q1 		$720K Buy
1,945
+250
+15% +$105K 0.28% 37
2025
Q4 		$820K Hold
1,695
– – 0.3% 37
2025
Q3 		$878K Sell
1,695
-200
-11% -$102K 0.32% 37
2025
Q2 		$943K Hold
1,895
– – 0.36% 37
2025
Q1 		$711K Buy
1,895
+200
+12% +$81.5K 0.28% 37
2024
Q4 		$714K Hold
1,695
– – 0.3% 36
2024
Q3 		$729K Buy
1,695
+200
+13% +$85.5K 0.3% 37
2024
Q2 		$668K Hold
1,495
– – 0.29% 39
2024
Q1 		$629K Hold
1,495
– – 0.27% 40
2023
Q4 		$562K Sell
1,495
-100
-6% -$35.6K 0.26% 42
2023
Q3 		$504K Hold
1,595
– – 0.25% 43
2023
Q2 		$543K Sell
1,595
-20
-1% -$6.27K 0.25% 43
2023
Q1 		$466K Hold
1,615
– – 0.23% 42
2022
Q4 		$387K Hold
1,615
– – 0.2% 45
2022
Q3 		$376K Hold
1,615
– – 0.2% 44
2022
Q2 		$415K Hold
1,615
– – 0.2% 45
2022
Q1 		$498K Hold
1,615
– – 0.2% 46
2021
Q4 		$543K Hold
1,615
– – 0.21% 45
2021
Q3 		$455K Sell
1,615
-25
-2% -$7.27K 0.19% 49
2021
Q2 		$444K Sell
1,640
-50
-3% -$12.7K 0.17% 49
2021
Q1 		$398K Buy
1,690
+175
+12% +$40.6K 0.15% 48
2020
Q4 		$337K Hold
1,515
– – 0.14% 51
2020
Q3 		$319K Buy
1,515
+15
+1% +$3.15K 0.14% 50
2020
Q2 		$305K Hold
1,500
– – 0.15% 50
2020
Q1 		$237K Hold
1,500
– – 0.14% 50
2019
Q4 		$237K Hold
1,500
– – 0.12% 52
2019
Q3 		$209K Hold
1,500
– – 0.11% 58
2019
Q2 		$201K Buy
+1,500
New +$190K 0.1% 57

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Thomas Story & Son's MSFT Position: Q2 2026 in Review

Thomas Story & Son increased its Microsoft (MSFT) stake by 2.6% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,995 shares worth $744K. The position accounts for 0.26% of the portfolio, ranked #37.

Thomas Story & Son first reported a position in MSFT in Q2 2019 and has held it in 29 quarters since. The position peaked at $943K in Q2 2025. 3,053 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Thomas Story & Son held 1,995 shares of Microsoft worth $744K as of Q2 2026.
  • Thomas Story & Son bought 50 Microsoft shares in Q2 2026, an estimated $20.2K.
  • Microsoft made up 0.26% of Thomas Story & Son's portfolio in Q2 2026, its #37 holding.
  • Thomas Story & Son first reported a position in Microsoft in Q2 2019 and has held it in 29 quarters since.
  • Thomas Story & Son's Microsoft position peaked at $943K in Q2 2025.
  • 3,053 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Thomas Story & Son's 13F filing for Q2 2026, filed 23 Jul 2026.