WCM
MSFT icon

Wedge Capital Management’s Microsoft MSFT Stock Holding History

Wedge 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 		$75.3M Buy
201,880
+49,128
+32% +$19.9M 1.24% 17
2026
Q1 		$56.5M Buy
152,752
+21,637
+17% +$9.05M 1.04% 17
2025
Q4 		$63.4M Sell
131,115
-9,208
-7% -$4.61M 1.14% 10
2025
Q3 		$72.7M Sell
140,323
-2,222
-2% -$1.13M 1.23% 8
2025
Q2 		$70.9M Sell
142,545
-12,753
-8% -$5.54M 1.27% 3
2025
Q1 		$58.3M Sell
155,298
-2,824
-2% -$1.15M 1.13% 5
2024
Q4 		$66.6M Buy
158,122
+5,877
+4% +$2.5M 1.2% 9
2024
Q3 		$65.5M Sell
152,245
-13,908
-8% -$5.95M 1.13% 4
2024
Q2 		$74.3M Sell
166,153
-37,715
-18% -$15.9M 1.32% 2
2024
Q1 		$85.8M Buy
203,868
+192,048
+1,625% +$77.7M 1.39% 8
2023
Q4 		$4.44M Hold
11,820
– – 0.08% 251
2023
Q3 		$3.73M Sell
11,820
-21
-0.2% -$6.94K 0.07% 256
2023
Q2 		$4.03M Sell
11,841
-499
-4% -$156K 0.06% 299
2023
Q1 		$3.56M Hold
12,340
– – 0.06% 278
2022
Q4 		$2.96M Buy
12,340
+33
+0.3% +$7.92K 0.05% 285
2022
Q3 		$2.87M Sell
12,307
-165,862
-93% -$43.8M 0.05% 290
2022
Q2 		$45.8M Sell
178,169
-26,727
-13% -$7.25M 0.73% 12
2022
Q1 		$63.2M Sell
204,896
-7,440
-4% -$2.24M 0.85% 4
2021
Q4 		$71.4M Sell
212,336
-34,427
-14% -$11.2M 0.88% 8
2021
Q3 		$69.6M Buy
246,763
+2,333
+1% +$679K 0.9% 7
2021
Q2 		$66.2M Sell
244,430
-33,416
-12% -$8.49M 0.81% 15
2021
Q1 		$65.5M Sell
277,846
-58,955
-18% -$13.7M 0.78% 23
2020
Q4 		$74.9M Sell
336,801
-21,491
-6% -$4.62M 0.87% 24
2020
Q3 		$75.4M Buy
358,292
+44,148
+14% +$9.27M 1.01% 18
2020
Q2 		$63.9M Buy
314,144
+55,172
+21% +$10M 0.88% 21
2020
Q1 		$40.8M Sell
258,972
-44,206
-15% -$7.27M 0.7% 29
2019
Q4 		$47.8M Sell
303,178
-41,957
-12% -$6.16M 0.53% 42
2019
Q3 		$48M Sell
345,135
-4,958
-1% -$682K 0.56% 42
2019
Q2 		$46.9M Sell
350,093
-31,611
-8% -$4.01M 0.54% 47
2019
Q1 		$45M Sell
381,704
-2,246
-0.6% -$245K 0.51% 39
2018
Q4 		$39M Sell
383,950
-137,688
-26% -$14.7M 0.48% 53
2018
Q3 		$59.7M Buy
521,638
+513,042
+5,968% +$55.6M 0.57% 40
2018
Q2 		$848K Buy
8,596
+312
+4% +$30.2K 0.01% 380
2018
Q1 		$756K Buy
8,284
+261
+3% +$23.9K 0.01% 389
2017
Q4 		$686K Buy
8,023
+156
+2% +$12.8K 0.01% 415
2017
Q3 		$586K Sell
7,867
-806,039
-99% -$58.9M 0.01% 440
2017
Q2 		$56.1M Sell
813,906
-138,040
-15% -$9.48M 0.54% 51
2017
Q1 		$62.7M Buy
951,946
+289,309
+44% +$18.5M 0.6% 43
2016
Q4 		$41.2M Buy
662,637
+658,703
+16,744% +$39.6M 0.4% 82
2016
Q3 		$227K Buy
+3,934
New +$222K ﹤0.01% 551
2016
Q2 		– Sell
-653,754
Closed -$36.1M – 587
2016
Q1 		$36.1M Sell
653,754
-78,121
-11% -$4.1M 0.38% 89
2015
Q4 		$40.6M Buy
+731,875
New +$38.5M 0.43% 63

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

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

Wedge Capital Management increased its Microsoft (MSFT) stake by 32% in Q2 2026, buying an estimated $19.9M and bringing the position to 201,880 shares worth $75.3M. The position accounts for 1.24% of the portfolio, ranked #17.

Wedge Capital Management first reported a position in MSFT in Q4 2015 and has held it in 42 quarters since. The position peaked at $85.8M in Q1 2024. 1,659 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wedge Capital Management held 201,880 shares of Microsoft worth $75.3M as of Q2 2026.
  • Wedge Capital Management bought 49,128 Microsoft shares in Q2 2026, an estimated $19.9M.
  • Microsoft made up 1.24% of Wedge Capital Management's portfolio in Q2 2026, its #17 holding.
  • Wedge Capital Management first reported a position in Microsoft in Q4 2015 and has held it in 42 quarters since.
  • Wedge Capital Management's Microsoft position peaked at $85.8M in Q1 2024.
  • 1,659 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.