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Tilia Fiduciary Partners’s Microsoft MSFT Stock Holding History

Tilia Fiduciary 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 		$5.15M Buy
13,794
+275
+2% +$111K 2.44% 7
2026
Q1 		$5M Buy
13,519
+852
+7% +$357K 2.75% 4
2025
Q4 		$6.13M Buy
12,667
+77
+0.6% +$38.6K 3.38% 4
2025
Q3 		$6.52M Sell
12,590
-562
-4% -$287K 3.77% 3
2025
Q2 		$6.54M Buy
13,152
+171
+1% +$74.3K 3.99% 2
2025
Q1 		$4.87M Buy
12,981
+476
+4% +$194K 3.25% 3
2024
Q4 		$5.27M Buy
12,505
+146
+1% +$62.2K 3.6% 2
2024
Q3 		$5.32M Buy
12,359
+276
+2% +$118K 3.69% 2
2024
Q2 		$5.4M Sell
12,083
-67
-0.6% -$28.3K 4.22% 2
2024
Q1 		$5.11M Buy
12,150
+622
+5% +$252K 4.15% 2
2023
Q4 		$4.33M Buy
11,528
+20
+0.2% +$7.12K 4.03% 2
2023
Q3 		$3.63M Buy
11,508
+449
+4% +$148K 3.78% 2
2023
Q2 		$3.77M Buy
11,059
+275
+3% +$86.2K 3.36% 2
2023
Q1 		$3.11M Buy
10,784
+762
+8% +$194K 2.96% 2
2022
Q4 		$2.4M Buy
10,022
+549
+6% +$132K 2.31% 5
2022
Q3 		$2.13M Buy
9,473
+443
+5% +$117K 2.16% 7
2022
Q2 		$2.29M Buy
9,030
+860
+11% +$233K 2.19% 6
2022
Q1 		$2.52M Buy
8,170
+632
+8% +$190K 2.14% 7
2021
Q4 		$2.54M Buy
+7,538
New +$2.44M 2.04% 7

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

Tilia Fiduciary Partners's MSFT Position: Q2 2026 in Review

Tilia Fiduciary Partners increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $111K and bringing the position to 13,794 shares worth $5.15M. The position accounts for 2.44% of the portfolio, ranked #7.

Tilia Fiduciary Partners first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.54M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tilia Fiduciary Partners held 13,794 shares of Microsoft worth $5.15M as of Q2 2026.
  • Tilia Fiduciary Partners bought 275 Microsoft shares in Q2 2026, an estimated $111K.
  • Microsoft made up 2.44% of Tilia Fiduciary Partners's portfolio in Q2 2026, its #7 holding.
  • Tilia Fiduciary Partners first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Tilia Fiduciary Partners's Microsoft position peaked at $6.54M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2026, filed 18 Aug 2026.