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Whitcomb & Hess’s Microsoft MSFT Stock Holding History

Whitcomb & Hess’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 		$687K Buy
1,841
+4
+0.2% +$1.62K 0.15% 36
2026
Q1 		$680K Buy
1,837
+2
+0.1% +$837 0.16% 34
2025
Q4 		$863K Buy
1,835
+2
+0.1% +$1K 0.2% 33
2025
Q3 		$949K Sell
1,833
-22
-1% -$11.2K 0.24% 30
2025
Q2 		$923K Sell
1,855
-48
-3% -$20.8K 0.26% 30
2025
Q1 		$714K Buy
1,903
+12
+0.6% +$4.89K 0.22% 31
2024
Q4 		$797K Buy
1,891
+11
+0.6% +$4.68K 0.25% 31
2024
Q3 		$809K Sell
1,880
-28
-1% -$12K 0.24% 30
2024
Q2 		$853K Sell
1,908
-331
-15% -$140K 0.27% 29
2024
Q1 		$942K Sell
2,239
-247
-10% -$100K 0.3% 27
2023
Q4 		$935K Sell
2,486
-74
-3% -$26.3K 0.32% 28
2023
Q3 		$808K Sell
2,560
-113
-4% -$37.3K 0.3% 27
2023
Q2 		$910K Buy
2,673
+3
+0.1% +$940 0.33% 25
2023
Q1 		$770K Buy
2,670
+1,478
+124% +$377K 0.29% 26
2022
Q4 		$286K Buy
1,192
+200
+20% +$48K 0.11% 33
2022
Q3 		$231K Sell
992
-12
-1% -$3.17K 0.1% 31
2022
Q2 		$258K Buy
1,004
+316
+46% +$85.8K 0.11% 32
2022
Q1 		$212K Buy
688
+1
+0.1% +$301 0.08% 31
2021
Q4 		$208K Buy
+687
New +$223K 0.08% 32

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Whitcomb & Hess's MSFT Position: Q2 2026 in Review

Whitcomb & Hess increased its Microsoft (MSFT) stake by 0.22% in Q2 2026, buying an estimated $1.62K and bringing the position to 1,841 shares worth $687K. The position accounts for 0.15% of the portfolio, ranked #36.

Whitcomb & Hess first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $949K in Q3 2025. 3,716 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Whitcomb & Hess held 1,841 shares of Microsoft worth $687K as of Q2 2026.
  • Whitcomb & Hess bought 4 Microsoft shares in Q2 2026, an estimated $1.62K.
  • Microsoft made up 0.15% of Whitcomb & Hess's portfolio in Q2 2026, its #36 holding.
  • Whitcomb & Hess first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Whitcomb & Hess's Microsoft position peaked at $949K in Q3 2025.
  • 3,716 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.