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Whitford Management’s Microsoft MSFT Stock Holding History

Whitford 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 		$2.34M Sell
6,273
-2,232
-26% -$903K 2.09% 13
2026
Q1 		$3.15M Sell
8,505
-5,394
-39% -$2.26M 3.22% 11
2025
Q4 		$6.72M Sell
13,899
-3,648
-21% -$1.83M 6.83% 6
2025
Q3 		$9.09M Sell
17,547
-2,065
-11% -$1.05M 9.13% 3
2025
Q2 		$9.75M Buy
19,612
+302
+2% +$131K 10.35% 2
2025
Q1 		$7.25M Sell
19,310
-56,305
-74% -$23M 9.23% 3
2024
Q4 		$31.9M Buy
75,615
+64,646
+589% +$27.5M 8.54% 3
2024
Q3 		$4.72M Buy
10,969
+21
+0.2% +$8.98K 2.68% 3
2024
Q2 		$4.89M Buy
10,948
+1,507
+16% +$636K 2.85% 5
2024
Q1 		$3.97M Sell
9,441
-36,647
-80% -$14.8M 2.24% 6
2023
Q4 		$17.3M Buy
+46,088
New +$16.4M 6.81% 3
2023
Q1 		– Sell
-31,676
Closed -$7.6M – 19
2022
Q4 		$7.6M Buy
+31,676
New +$7.6M 4.88% 6

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

Whitford Management's MSFT Position: Q2 2026 in Review

Whitford Management reduced its Microsoft (MSFT) stake by 26% in Q2 2026, selling an estimated $903K and leaving 6,273 shares worth $2.34M. The position accounts for 2.09% of the portfolio, ranked #13.

Whitford Management first reported a position in MSFT in Q4 2022 and has held it in 12 quarters since. The position peaked at $31.9M in Q4 2024. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Whitford Management held 6,273 shares of Microsoft worth $2.34M as of Q2 2026.
  • Whitford Management sold 2,232 Microsoft shares in Q2 2026, an estimated $903K.
  • Microsoft made up 2.09% of Whitford Management's portfolio in Q2 2026, its #13 holding.
  • Whitford Management first reported a position in Microsoft in Q4 2022 and has held it in 12 quarters since.
  • Whitford Management's Microsoft position peaked at $31.9M in Q4 2024.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Whitford Management's 13F filing for Q2 2026, filed 14 Aug 2026.