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Waycross Partners’s Microsoft MSFT Stock Holding History

Waycross Partners’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 		$64.7M Buy
173,452
+2,176
+1% +$880K 5.51% 5
2026
Q1 		$63.4M Buy
171,276
+14,096
+9% +$5.9M 6.06% 3
2025
Q4 		$76M Buy
157,180
+4,823
+3% +$2.42M 6.22% 3
2025
Q3 		$78.9M Buy
152,357
+1,459
+1% +$744K 6.79% 2
2025
Q2 		$75.1M Buy
150,898
+4,755
+3% +$2.06M 7.07% 2
2025
Q1 		$54.9M Buy
146,143
+26,212
+22% +$10.7M 6.15% 1
2024
Q4 		$50.6M Buy
119,931
+2,187
+2% +$932K 6.55% 3
2024
Q3 		$50.7M Buy
117,744
+10,707
+10% +$4.58M 7% 2
2024
Q2 		$47.8M Buy
107,037
+9,934
+10% +$4.2M 7.34% 1
2024
Q1 		$40.9M Buy
97,103
+12,016
+14% +$4.86M 7.03% 1
2023
Q4 		$32M Buy
85,087
+4,869
+6% +$1.73M 6% 1
2023
Q3 		$25.3M Buy
80,218
+3,473
+5% +$1.15M 5.6% 2
2023
Q2 		$26.1M Buy
76,745
+15,240
+25% +$4.78M 5.67% 2
2023
Q1 		$17.7M Buy
61,505
+8,553
+16% +$2.18M 5.15% 2
2022
Q4 		$12.7M Buy
52,952
+22,569
+74% +$5.42M 4.6% 2
2022
Q3 		$7.08M Buy
30,383
+523
+2% +$138K 4.76% 2
2022
Q2 		$7.67M Sell
29,860
-56
-0.2% -$15.2K 5.09% 1
2022
Q1 		$9.22M Buy
29,916
+1,411
+5% +$425K 5.37% 2
2021
Q4 		$9.59M Buy
28,505
+629
+2% +$204K 5.49% 2
2021
Q3 		$7.86M Sell
27,876
-16,080
-37% -$4.68M 4.95% 1
2021
Q2 		$11.9M Sell
43,956
-400
-0.9% -$102K 6.33% 1
2021
Q1 		$10.5M Buy
44,356
+3,370
+8% +$782K 5.83% 1
2020
Q4 		$9.12M Buy
+40,986
New +$8.81M 5.68% 2

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

Waycross Partners's MSFT Position: Q2 2026 in Review

Waycross Partners increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $880K and bringing the position to 173,452 shares worth $64.7M. The position accounts for 5.51% of the portfolio, ranked #5.

Waycross Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $78.9M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Waycross Partners held 173,452 shares of Microsoft worth $64.7M as of Q2 2026.
  • Waycross Partners bought 2,176 Microsoft shares in Q2 2026, an estimated $880K.
  • Microsoft made up 5.51% of Waycross Partners's portfolio in Q2 2026, its #5 holding.
  • Waycross Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Waycross Partners's Microsoft position peaked at $78.9M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Waycross Partners's 13F filing for Q2 2026, filed 11 Aug 2026.