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Waycross Investment Management’s Microsoft MSFT Stock Holding History

Waycross 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 		$3.5M Buy
9,393
+2,054
+28% +$831K 2.67% 14
2026
Q1 		$2.72M Sell
7,339
-116
-2% -$48.5K 2.59% 14
2025
Q4 		$3.61M Buy
7,455
+300
+4% +$150K 3.17% 12
2025
Q3 		$3.71M Sell
7,155
-113
-2% -$57.6K 3.78% 9
2025
Q2 		$3.62M Sell
7,268
-12
-0.2% -$5.21K 3.76% 9
2025
Q1 		$2.73M Buy
7,280
+308
+4% +$126K 3.08% 9
2024
Q4 		$2.94M Buy
6,972
+6
+0.1% +$2.56K 3.09% 9
2024
Q3 		$3M Sell
6,966
-609
-8% -$260K 2.76% 11
2024
Q2 		$3.39M Sell
7,575
-915
-11% -$386K 3.27% 8
2024
Q1 		$3.57M Buy
8,490
+220
+3% +$89.1K 3.33% 8
2023
Q4 		$3.11M Sell
8,270
-1,022
-11% -$364K 3.42% 8
2023
Q3 		$2.93M Buy
9,292
+131
+1% +$43.3K 3.38% 7
2023
Q2 		$3.12M Sell
9,161
-74
-0.8% -$23.2K 3.25% 8
2023
Q1 		$2.66M Sell
9,235
-170
-2% -$43.4K 2.66% 8
2022
Q4 		$2.26M Buy
+9,405
New +$2.26M 2.28% 9

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Waycross Investment Management increased its Microsoft (MSFT) stake by 28% in Q2 2026, buying an estimated $831K and bringing the position to 9,393 shares worth $3.5M. The position accounts for 2.67% of the portfolio, ranked #14.

Waycross Investment Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.71M in Q3 2025. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Waycross Investment Management held 9,393 shares of Microsoft worth $3.5M as of Q2 2026.
  • Waycross Investment Management bought 2,054 Microsoft shares in Q2 2026, an estimated $831K.
  • Microsoft made up 2.67% of Waycross Investment Management's portfolio in Q2 2026, its #14 holding.
  • Waycross Investment Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Waycross Investment Management's Microsoft position peaked at $3.71M in Q3 2025.
  • 1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.