William B. Walkup & Associates’s Microsoft MSFT Stock Holding History

William B. Walkup & Associates’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	$1.78M	Buy	4,770 +769	+19%	+$311K	0.86%	31
2026 Q1	$1.5M	Hold	4,001	–	–	0.9%	28
2025 Q4	$1.93M	Hold	4,001	–	–	1.06%	28
2025 Q3	$2.07M	Hold	4,001	–	–	1.11%	27
2025 Q2	$1.99M	Hold	4,001	–	–	1.17%	23
2025 Q1	$1.5M	Buy	4,001 +562	+16%	+$229K	0.92%	27
2024 Q4	$1.45M	Hold	3,439	–	–	0.92%	27
2024 Q3	$1.48M	Hold	3,439	–	–	0.92%	28
2024 Q2	$1.54M	Buy	+3,439	New	+$1.45M	1.01%	28

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

William B. Walkup & Associates's MSFT Position: Q2 2026 in Review

William B. Walkup & Associates increased its Microsoft (MSFT) stake by 19% in Q2 2026, buying an estimated $311K and bringing the position to 4,770 shares worth $1.78M. The position accounts for 0.86% of the portfolio, ranked #31.

William B. Walkup & Associates first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.07M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

William B. Walkup & Associates held 4,770 shares of Microsoft worth $1.78M as of Q2 2026.
William B. Walkup & Associates bought 769 Microsoft shares in Q2 2026, an estimated $311K.
Microsoft made up 0.86% of William B. Walkup & Associates's portfolio in Q2 2026, its #31 holding.
William B. Walkup & Associates first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's Microsoft position peaked at $2.07M in Q3 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.