WP
MSFT icon

Westmount Partners’s Microsoft MSFT Stock Holding History

Westmount 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 		$14.4M Buy
38,728
+744
+2% +$301K 3.16% 5
2026
Q1 		$14.1M Buy
37,984
+2,211
+6% +$925K 3.46% 5
2025
Q4 		$17.3M Buy
35,773
+434
+1% +$217K 4.31% 2
2025
Q3 		$18.4M Sell
35,339
-200
-0.6% -$102K 4.74% 2
2025
Q2 		$17.7M Buy
35,539
+339
+1% +$147K 4.85% 2
2025
Q1 		$13.2M Sell
35,200
-1,265
-3% -$516K 4.03% 3
2024
Q4 		$15.4M Buy
36,465
+702
+2% +$299K 4.67% 2
2024
Q3 		$15.4M Buy
35,763
+3,357
+10% +$1.44M 4.63% 2
2024
Q2 		$14.8M Buy
32,406
+56
+0.2% +$23.6K 4.89% 2
2024
Q1 		$13.6M Sell
32,350
-1,266
-4% -$513K 4.9% 2
2023
Q4 		$12.6M Sell
33,616
-293
-0.9% -$104K 5.16% 2
2023
Q3 		$10.7M Sell
33,909
-202
-0.6% -$66.7K 4.72% 2
2023
Q2 		$11.6M Buy
34,111
+86
+0.3% +$27K 5.06% 2
2023
Q1 		$9.81M Buy
34,025
+1,411
+4% +$360K 4.53% 3
2022
Q4 		$7.82M Buy
+32,614
New +$7.83M 4.06% 4

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

Westmount Partners's MSFT Position: Q2 2026 in Review

Westmount Partners increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $301K and bringing the position to 38,728 shares worth $14.4M. The position accounts for 3.16% of the portfolio, ranked #5.

Westmount Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.4M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Westmount Partners held 38,728 shares of Microsoft worth $14.4M as of Q2 2026.
  • Westmount Partners bought 744 Microsoft shares in Q2 2026, an estimated $301K.
  • Microsoft made up 3.16% of Westmount Partners's portfolio in Q2 2026, its #5 holding.
  • Westmount Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Microsoft position peaked at $18.4M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.