Total Investment Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $775K | Buy |
1,667
+3
| +0.2% | +$1.21K | 0.08% | 35 |
|
|
2026
Q1 | $616K | Buy |
1,664
+13
| +0.8% | +$5.44K | 0.07% | 36 |
|
|
2025
Q4 | $799K | Buy |
1,651
+50
| +3% | +$25.1K | 0.1% | 34 |
|
|
2025
Q3 | $829K | Sell |
1,601
-140
| -8% | -$71.4K | 0.11% | 31 |
|
|
2025
Q2 | $866K | Buy |
1,741
+30
| +2% | +$13K | 0.13% | 28 |
|
|
2025
Q1 | $642K | Sell |
1,711
-247
| -13% | -$101K | 0.08% | 34 |
|
|
2024
Q4 | $825K | Buy |
1,958
+303
| +18% | +$129K | 0.12% | 34 |
|
|
2024
Q3 | $712K | Sell |
1,655
-697
| -30% | -$298K | 0.08% | 33 |
|
|
2024
Q2 | $1.05M | Sell |
2,352
-661
| -22% | -$279K | 0.14% | 27 |
|
|
2024
Q1 | $1.27M | Buy |
3,013
+443
| +17% | +$179K | 0.16% | 25 |
|
|
2023
Q4 | $967K | Buy |
2,570
+92
| +4% | +$32.7K | 0.12% | 25 |
|
|
2023
Q3 | $782K | Sell |
2,478
-184
| -7% | -$60.8K | 0.11% | 25 |
|
|
2023
Q2 | $907K | Buy |
2,662
+152
| +6% | +$47.6K | 0.12% | 29 |
|
|
2023
Q1 | $724K | Buy |
2,510
+712
| +40% | +$182K | 0.14% | 26 |
|
|
2022
Q4 | $431K | Sell |
1,798
-421
| -19% | -$101K | 0.11% | 33 |
|
|
2022
Q3 | $517K | Sell |
2,219
-304
| -12% | -$80.3K | 0.1% | 27 |
|
|
2022
Q2 | $648K | Sell |
2,523
-276
| -10% | -$74.9K | 0.12% | 28 |
|
|
2022
Q1 | $863K | Sell |
2,799
-75
| -3% | -$22.6K | 0.17% | 23 |
|
|
2021
Q4 | $966K | Buy |
2,874
+139
| +5% | +$45.1K | 0.16% | 26 |
|
|
2021
Q3 | $771K | Buy |
2,735
+320
| +13% | +$93.1K | 0.19% | 26 |
|
|
2021
Q2 | $654K | Buy |
2,415
+396
| +20% | +$101K | 0.11% | 30 |
|
|
2021
Q1 | $318K | Sell |
2,019
-269
| -12% | -$62.4K | 0.09% | 34 |
|
|
2020
Q4 | $509K | Buy |
2,288
+428
| +23% | +$92K | 0.1% | 26 |
|
|
2020
Q3 | $377K | Buy |
1,860
+309
| +20% | +$64.9K | 0.11% | 28 |
|
|
2020
Q2 | $316K | Sell |
1,551
-468
| -23% | -$85K | 0.11% | 23 |
|
|
2020
Q1 | $318K | Buy |
2,019
+261
| +15% | +$42.9K | 0.09% | 34 |
|
|
2019
Q4 | $277K | Buy |
1,758
+4
| +0.2% | +$588 | 0.05% | 46 |
|
|
2019
Q3 | $244K | Buy |
1,754
+3
| +0.2% | +$413 | 0.05% | 47 |
|
|
2019
Q2 | $236K | Buy |
1,751
+4
| +0.2% | +$508 | 0.05% | 48 |
|
|
2019
Q1 | $216K | Sell |
1,747
-862
| -33% | -$94K | 0.05% | 49 |
|
|
2018
Q4 | $276K | Buy |
2,609
+112
| +4% | +$12K | 0.09% | 38 |
|
|
2018
Q3 | $286K | Buy |
2,497
+7
| +0.3% | +$759 | 0.06% | 36 |
|
|
2018
Q2 | $246K | Buy |
2,490
+7
| +0.3% | +$678 | 0.06% | 37 |
|
|
2018
Q1 | $227K | Buy |
2,483
+8
| +0.3% | +$732 | 0.06% | 42 |
|
|
2017
Q4 | $212K | Buy |
+2,475
| New | +$203K | 0.06% | 38 |
|
Other funds holding MSFT
Total Investment Management's MSFT Position: Q2 2026 in Review
Total Investment Management increased its Microsoft (MSFT) stake by 0.18% in Q2 2026, buying an estimated $1.21K and bringing the position to 1,667 shares worth $775K. The position accounts for 0.08% of the portfolio, ranked #35.
Total Investment Management first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.27M in Q1 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Total Investment Management held 1,667 shares of Microsoft worth $775K as of Q2 2026.
- Total Investment Management bought 3 Microsoft shares in Q2 2026, an estimated $1.21K.
- Microsoft made up 0.08% of Total Investment Management's portfolio in Q2 2026, its #35 holding.
- Total Investment Management first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Total Investment Management's Microsoft position peaked at $1.27M in Q1 2024.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.