Westerkirk Capital’s Microsoft MSFT Stock Holding History

Westerkirk Capital’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	$37.8M	Buy	101,213 +11,000	+12%	+$4.45M	3.63%	5
2026 Q1	$33.4M	Sell	90,213 -3,634	-4%	-$1.52M	3.6%	6
2025 Q4	$45.4M	Buy	93,847 +20,683	+28%	+$10.4M	4.42%	4
2025 Q3	$37.9M	Buy	73,164 +1,103	+2%	+$563K	4.33%	4
2025 Q2	$35.8M	Buy	+72,061	New	+$31.3M	4.42%	4

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westerkirk Capital's MSFT Position: Q2 2026 in Review

Westerkirk Capital increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $4.45M and bringing the position to 101,213 shares worth $37.8M. The position accounts for 3.63% of the portfolio, ranked #5.

Westerkirk Capital first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $45.4M in Q4 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Westerkirk Capital held 101,213 shares of Microsoft worth $37.8M as of Q2 2026.
Westerkirk Capital bought 11,000 Microsoft shares in Q2 2026, an estimated $4.45M.
Microsoft made up 3.63% of Westerkirk Capital's portfolio in Q2 2026, its #5 holding.
Westerkirk Capital first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
Westerkirk Capital's Microsoft position peaked at $45.4M in Q4 2025.
6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.