Warburton Capital Management’s Microsoft MSFT Stock Holding History

Warburton Capital Management’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	$2.08M	Buy	5,584 +1,137	+26%	+$460K	0.85%	15
2026 Q1	$1.66M	Sell	4,447 -615	-12%	-$257K	0.81%	15
2025 Q4	$2.45M	Buy	5,062 +260	+5%	+$130K	1.38%	8
2025 Q3	$2.5M	Buy	4,802 +108	+2%	+$55.1K	1.5%	7
2025 Q2	$2.41M	Buy	4,694 +1,058	+29%	+$459K	1.43%	7
2025 Q1	$1.36M	Buy	3,636 +1,003	+38%	+$409K	0.99%	11
2024 Q4	$1.11M	Buy	+2,633	New	+$1.12M	0.83%	10

Other funds holding MSFT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Warburton Capital Management increased its Microsoft (MSFT) stake by 26% in Q2 2026, buying an estimated $460K and bringing the position to 5,584 shares worth $2.08M. The position accounts for 0.85% of the portfolio, ranked #15.

Warburton Capital Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q3 2025. 3,643 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Warburton Capital Management held 5,584 shares of Microsoft worth $2.08M as of Q2 2026.
Warburton Capital Management bought 1,137 Microsoft shares in Q2 2026, an estimated $460K.
Microsoft made up 0.85% of Warburton Capital Management's portfolio in Q2 2026, its #15 holding.
Warburton Capital Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Warburton Capital Management's Microsoft position peaked at $2.5M in Q3 2025.
3,643 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.