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
2025 Q2	–	Sell	-151	Closed	-$56.7K	–	20
2025 Q1	$56.7K	Buy	+151	New	+$61.6K	0.07%	17

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

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.