Twin Capital 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
$40.7M Buy
108,982
+4,858
+5% +$1.97M 4.44% 3
2026
Q1
$38.5M Buy
104,124
+196
+0.2% +$82K 4.97% 3
2025
Q4
$50.3M Sell
103,928
-1,367
-1% -$685K 6.24% 3
2025
Q3
$54.5M Sell
105,295
-26,679
-20% -$13.6M 6.87% 2
2025
Q2
$65.6M Buy
131,974
+1,129
+0.9% +$490K 6.98% 1
2025
Q1
$49.1M Sell
130,845
-1,128
-0.9% -$460K 5.73% 2
2024
Q4
$55.6M Buy
131,973
+4,437
+3% +$1.89M 6.09% 2
2024
Q3
$54.9M Sell
127,536
-2,010
-2% -$859K 6.19% 2
2024
Q2
$57.9M Buy
129,546
+3,246
+3% +$1.37M 6.82% 1
2024
Q1
$53.1M Sell
126,300
-4,880
-4% -$1.98M 6.59% 1
2023
Q4
$49.3M Sell
131,180
-2,190
-2% -$779K 6.46% 2
2023
Q3
$42.1M Sell
133,370
-15,674
-11% -$5.18M 6.05% 2
2023
Q2
$50.8M Sell
149,044
-8,328
-5% -$2.61M 6.62% 2
2023
Q1
$45.4M Sell
157,372
-18,944
-11% -$4.83M 6.2% 2
2022
Q4
$42.3M Sell
176,316
-2,998
-2% -$719K 5.48% 2
2022
Q3
$41.8M Buy
179,314
+2,439
+1% +$644K 5.64% 1
2022
Q2
$45.4M Sell
176,875
-1,980
-1% -$537K 5.8% 1
2022
Q1
$55.1M Sell
178,855
-3,868
-2% -$1.16M 5.94% 1
2021
Q4
$61.5M Sell
182,723
-10,587
-5% -$3.43M 6.15% 1
2021
Q3
$54.5M Sell
193,310
-12,283
-6% -$3.57M 5.58% 1
2021
Q2
$55.7M Sell
205,593
-1,274
-0.6% -$324K 5.13% 1
2021
Q1
$48.8M Sell
206,867
-42,470
-17% -$9.85M 4.86% 1
2020
Q4
$55.5M Sell
249,337
-17,699
-7% -$3.81M 5.04% 1
2020
Q3
$56.2M Sell
267,036
-22,055
-8% -$4.63M 5.08% 1
2020
Q2
$58.8M Sell
289,091
-21,131
-7% -$3.84M 5.66% 1
2020
Q1
$48.9M Sell
310,222
-32,740
-10% -$5.38M 5.31% 1
2019
Q4
$54.1M Sell
342,962
-87,167
-20% -$12.8M 4.57% 1
2019
Q3
$59.8M Sell
430,129
-18,478
-4% -$2.54M 4.33% 1
2019
Q2
$60.1M Sell
448,607
-238,523
-35% -$30.3M 4.18% 1
2019
Q1
$81M Buy
687,130
+13,360
+2% +$1.46M 3.99% 1
2018
Q4
$68.4M Buy
673,770
+55,250
+9% +$5.92M 3.86% 1
2018
Q3
$70.7M Buy
618,520
+50,460
+9% +$5.47M 3.25% 2
2018
Q2
$56M Sell
568,060
-18,510
-3% -$1.79M 2.81% 2
2018
Q1
$53.5M Sell
586,570
-51,520
-8% -$4.71M 2.76% 2
2017
Q4
$54.6M Buy
638,090
+43,700
+7% +$3.58M 2.68% 2
2017
Q3
$44.3M Sell
594,390
-3,260
-0.5% -$238K 2.32% 2
2017
Q2
$41.2M Buy
597,650
+30,070
+5% +$2.06M 2.43% 2
2017
Q1
$37.4M Buy
567,580
+11,820
+2% +$758K 2.31% 2
2016
Q4
$34.5M Sell
555,760
-7,920
-1% -$476K 2.22% 2
2016
Q3
$32.5M Buy
563,680
+55,080
+11% +$3.11M 2.17% 2
2016
Q2
$26M Sell
508,600
-31,650
-6% -$1.64M 1.95% 4
2016
Q1
$29.8M Buy
540,250
+39,870
+8% +$2.09M 2.31% 4
2015
Q4
$27.8M Buy
500,380
+28,930
+6% +$1.52M 2.28% 4
2015
Q3
$20.9M Sell
471,450
-29,470
-6% -$1.32M 1.98% 5
2015
Q2
$22.1M Sell
500,920
-65,410
-12% -$2.98M 1.98% 5
2015
Q1
$23M Buy
566,330
+49,930
+10% +$2.17M 2.02% 6
2014
Q4
$24M Buy
516,400
+66,770
+15% +$3.13M 2.29% 4
2014
Q3
$20.8M Sell
449,630
-26,160
-5% -$1.17M 2.11% 5
2014
Q2
$19.8M Buy
475,790
+15,050
+3% +$609K 2% 6
2014
Q1
$18.9M Sell
460,740
-5,190
-1% -$195K 1.99% 5
2013
Q4
$17.4M Buy
465,930
+72,220
+18% +$2.62M 1.86% 6
2013
Q3
$13.1M Sell
393,710
-74,840
-16% -$2.46M 1.4% 8
2013
Q2
$16.2M Buy
+468,550
New +$15.4M 1.72% 7

Other funds holding MSFT

Twin Capital Management's MSFT Position: Q2 2026 in Review

Twin Capital Management increased its Microsoft (MSFT) stake by 4.7% in Q2 2026, buying an estimated $1.97M and bringing the position to 108,982 shares worth $40.7M. The position accounts for 4.44% of the portfolio, ranked #3.

Twin Capital Management first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $81M in Q1 2019. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Twin Capital Management held 108,982 shares of Microsoft worth $40.7M as of Q2 2026.
  • Twin Capital Management bought 4,858 Microsoft shares in Q2 2026, an estimated $1.97M.
  • Microsoft made up 4.44% of Twin Capital Management's portfolio in Q2 2026, its #3 holding.
  • Twin Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Twin Capital Management's Microsoft position peaked at $81M in Q1 2019.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Twin Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.