Wilsey Asset Management’s Microsoft MSFT Stock Holding History

Wilsey Asset 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
2023 Q1	–	Sell	-16,600	Closed	-$501K	–	28
2022 Q4	$501K	Hold	16,600	–	–	0.12%	23
2022 Q3	$674K	Hold	16,600	–	–	0.18%	23
2022 Q2	$484K	Hold	16,600	–	–	0.12%	23
2022 Q1	$268K	Buy	+16,600	New	+$4.99M	0.06%	22
2021 Q4	–	Sell	-24,000	Closed	-$32K	–	28
2021 Q3	$32K	Hold	24,000	–	–	0.01%	24
2021 Q2	$28K	Hold	24,000	–	–	0.01%	22
2021 Q1	$103K	Hold	24,000	–	–	0.03%	21
2020 Q4	$198K	Buy	+24,000	New	+$5.16M	0.06%	24

Other funds holding MSFT

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

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

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wilsey Asset Management's MSFT Position: Q2 2026 in Review

Wilsey Asset Management held its Microsoft (MSFT) position steady in Q2 2026 at 111,284 shares worth $41.5M. The position accounts for 6.1% of the portfolio, ranked #7.

Wilsey Asset Management first reported a position in MSFT in Q4 2013 and has held it in 37 quarters since. The position peaked at $57.7M in Q3 2025. 1,520 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wilsey Asset Management held 111,284 shares of Microsoft worth $41.5M as of Q2 2026.
Wilsey Asset Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 6.1% of Wilsey Asset Management's portfolio in Q2 2026, its #7 holding.
Wilsey Asset Management first reported a position in Microsoft in Q4 2013 and has held it in 37 quarters since.
Wilsey Asset Management's Microsoft position peaked at $57.7M in Q3 2025.
1,520 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wilsey Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.