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West Family Investments’s Microsoft MSFT Stock Holding History

West Family Investments’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
2014
Q3 		– Sell
-650
Closed -$1K – 107
2014
Q2 		$1K Hold
650
– – ﹤0.01% 105
2014
Q1 		$22K Sell
650
-2,320
-78% -$87.1K ﹤0.01% 101
2013
Q4 		$111K Buy
2,970
+650
+28% +$23.6K 0.03% 96
2013
Q3 		$129K Hold
2,320
– – 0.03% 89
2013
Q2 		$213K Buy
+2,320
New +$76K 0.06% 89

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

West Family Investments's MSFT Position: Q2 2026 in Review

West Family Investments increased its Microsoft (MSFT) stake by 26% in Q2 2026, buying an estimated $2.03M and bringing the position to 24,135 shares worth $9M. The position accounts for 2.61% of the portfolio, ranked #4.

West Family Investments first reported a position in MSFT in Q2 2013 and has held it in 50 quarters since. The position peaked at $17.5M in Q3 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • West Family Investments held 24,135 shares of Microsoft worth $9M as of Q2 2026.
  • West Family Investments bought 5,016 Microsoft shares in Q2 2026, an estimated $2.03M.
  • Microsoft made up 2.61% of West Family Investments's portfolio in Q2 2026, its #4 holding.
  • West Family Investments first reported a position in Microsoft in Q2 2013 and has held it in 50 quarters since.
  • West Family Investments's Microsoft position peaked at $17.5M in Q3 2025.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.