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Warwick Investment Management’s Microsoft MSFT Stock Holding History

Warwick Investment 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 		$3.19M Buy
8,563
+296
+4% +$120K 0.36% 30
2026
Q1 		$3.06M Sell
8,267
-173
-2% -$72.4K 0.44% 34
2025
Q4 		$4.08M Buy
8,440
+151
+2% +$75.7K 0.63% 27
2025
Q3 		$4.29M Buy
8,289
+844
+11% +$431K 0.75% 26
2025
Q2 		$3.7M Buy
7,445
+231
+3% +$100K 0.72% 23
2025
Q1 		$2.71M Buy
7,214
+1,128
+19% +$460K 0.56% 29
2024
Q4 		$2.57M Sell
6,086
-540
-8% -$230K 0.53% 26
2024
Q3 		$2.85M Buy
6,626
+276
+4% +$118K 0.68% 22
2024
Q2 		$2.84M Buy
6,350
+207
+3% +$87.4K 0.66% 25
2024
Q1 		$2.58M Buy
6,143
+2,209
+56% +$894K 0.62% 27
2023
Q4 		$1.48M Buy
3,934
+1,772
+82% +$631K 0.44% 29
2023
Q3 		$683K Buy
2,162
+2
+0.1% +$661 0.26% 38
2023
Q2 		$736K Buy
2,160
+1,128
+109% +$354K 0.29% 35
2023
Q1 		$298K Buy
1,032
+9
+0.9% +$2.3K 0.13% 45
2022
Q4 		$245K Buy
1,023
+2
+0.2% +$480 0.1% 73
2022
Q3 		$238K Buy
1,021
+1
+0.1% +$264 0.14% 38
2022
Q2 		$262K Buy
1,020
+2
+0.2% +$543 0.13% 42
2022
Q1 		$314K Sell
1,018
-2
-0.2% -$602 0.14% 40
2021
Q4 		$343K Buy
+1,020
New +$331K 0.17% 36

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

Warwick Investment Management's MSFT Position: Q2 2026 in Review

Warwick Investment Management increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $120K and bringing the position to 8,563 shares worth $3.19M. The position accounts for 0.36% of the portfolio, ranked #30.

Warwick Investment Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.29M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Warwick Investment Management held 8,563 shares of Microsoft worth $3.19M as of Q2 2026.
  • Warwick Investment Management bought 296 Microsoft shares in Q2 2026, an estimated $120K.
  • Microsoft made up 0.36% of Warwick Investment Management's portfolio in Q2 2026, its #30 holding.
  • Warwick Investment Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Warwick Investment Management's Microsoft position peaked at $4.29M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.