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W.H. Cornerstone Investments’s Microsoft MSFT Stock Holding History

W.H. Cornerstone Investments’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 		$5.11M Buy
13,693
+1,201
+10% +$486K 2.89% 8
2026
Q1 		$4.62M Sell
12,492
-821
-6% -$344K 2.89% 9
2025
Q4 		$6.44M Sell
13,313
-23
-0.2% -$11.5K 3.88% 6
2025
Q3 		$6.91M Sell
13,336
-1,017
-7% -$519K 4.21% 4
2025
Q2 		$7.14M Buy
14,353
+2
+0% +$869 4.53% 2
2025
Q1 		$5.39M Sell
14,351
-154
-1% -$62.8K 3.72% 6
2024
Q4 		$6.11M Sell
14,505
-613
-4% -$261K 4.08% 6
2024
Q3 		$6.5M Sell
15,118
-180
-1% -$76.9K 4.39% 5
2024
Q2 		$6.84M Buy
15,298
+77
+0.5% +$32.5K 4.85% 2
2024
Q1 		$6.4M Sell
15,221
-153
-1% -$61.9K 4.62% 2
2023
Q4 		$5.78M Buy
15,374
+400
+3% +$142K 4.58% 4
2023
Q3 		$4.73M Buy
14,974
+126
+0.8% +$41.6K 4.16% 3
2023
Q2 		$5.06M Sell
14,848
-234
-2% -$73.3K 4.52% 3
2023
Q1 		$4.35M Buy
15,082
+867
+6% +$221K 3.95% 3
2022
Q4 		$3.4M Sell
14,215
-1,689
-11% -$405K 3.23% 4
2022
Q3 		$3.58M Buy
+15,904
New +$4.2M 3.78% 4

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

W.H. Cornerstone Investments's MSFT Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its Microsoft (MSFT) stake by 9.6% in Q2 2026, buying an estimated $486K and bringing the position to 13,693 shares worth $5.11M. The position accounts for 2.89% of the portfolio, ranked #8.

W.H. Cornerstone Investments first reported a position in MSFT in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.14M in Q2 2025. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • W.H. Cornerstone Investments held 13,693 shares of Microsoft worth $5.11M as of Q2 2026.
  • W.H. Cornerstone Investments bought 1,201 Microsoft shares in Q2 2026, an estimated $486K.
  • Microsoft made up 2.89% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #8 holding.
  • W.H. Cornerstone Investments first reported a position in Microsoft in Q3 2022 and has held it in 16 quarters since.
  • W.H. Cornerstone Investments's Microsoft position peaked at $7.14M in Q2 2025.
  • 6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.