WCM
MSFT icon

Washburn Capital Management’s Microsoft MSFT Stock Holding History

Washburn 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 		$2.75M Sell
7,362
-955
-11% -$386K 1.35% 14
2026
Q1 		$3.08M Sell
8,317
-388
-4% -$162K 1.79% 9
2025
Q4 		$4.21M Hold
8,705
– – 2.32% 6
2025
Q3 		$4.51M Sell
8,705
-388
-4% -$198K 2.52% 6
2025
Q2 		$4.52M Sell
9,093
-344
-4% -$149K 2.65% 6
2025
Q1 		$3.54M Sell
9,437
-897
-9% -$366K 2.33% 8
2024
Q4 		$4.36M Buy
10,334
+2,262
+28% +$963K 2.7% 7
2024
Q3 		$3.47M Buy
8,072
+143
+2% +$61.1K 2.49% 7
2024
Q2 		$3.54M Sell
7,929
-146
-2% -$61.7K 2.53% 7
2024
Q1 		$3.4M Sell
8,075
-547
-6% -$221K 2.51% 6
2023
Q4 		$3.24M Buy
8,622
+750
+10% +$267K 2.44% 6
2023
Q3 		$2.49M Buy
7,872
+405
+5% +$134K 2.1% 10
2023
Q2 		$2.54M Sell
7,467
-156
-2% -$48.9K 2.12% 9
2023
Q1 		$2.2M Sell
7,623
-362
-5% -$92.3K 1.89% 11
2022
Q4 		$1.91M Buy
7,985
+392
+5% +$94.1K 1.74% 13
2022
Q3 		$1.77M Sell
7,593
-450
-6% -$119K 1.69% 12
2022
Q2 		$2.07M Sell
8,043
-367
-4% -$99.6K 1.78% 11
2022
Q1 		$2.59M Buy
8,410
+4
+0% +$1.2K 1.7% 12
2021
Q4 		$2.83M Buy
8,406
+202
+2% +$65.5K 1.68% 14
2021
Q3 		$2.31M Buy
8,204
+358
+5% +$104K 1.51% 14
2021
Q2 		$2.13M Sell
7,846
-130
-2% -$33K 1.42% 14
2021
Q1 		$1.88M Sell
7,976
-559
-7% -$130K 1.28% 20
2020
Q4 		$1.9M Buy
8,535
+840
+11% +$181K 1.32% 17
2020
Q3 		$1.62M Buy
7,695
+1,276
+20% +$268K 1.28% 18
2020
Q2 		$1.31M Buy
6,419
+1,691
+36% +$307K 1.2% 21
2020
Q1 		$746K Buy
4,728
+1,598
+51% +$263K 1.02% 20
2019
Q4 		$494K Buy
+3,130
New +$460K 0.45% 25

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Washburn Capital Management reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $386K and leaving 7,362 shares worth $2.75M. The position accounts for 1.35% of the portfolio, ranked #14.

Washburn Capital Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.52M in Q2 2025. 2,335 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Washburn Capital Management held 7,362 shares of Microsoft worth $2.75M as of Q2 2026.
  • Washburn Capital Management sold 955 Microsoft shares in Q2 2026, an estimated $386K.
  • Microsoft made up 1.35% of Washburn Capital Management's portfolio in Q2 2026, its #14 holding.
  • Washburn Capital Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Washburn Capital Management's Microsoft position peaked at $4.52M in Q2 2025.
  • 2,335 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.