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Windsor Capital Management’s Microsoft MSFT Stock Holding History

Windsor Capital 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 		$1.88M Sell
5,034
-57
-1% -$23.1K 0.49% 40
2026
Q1 		$1.88M Buy
5,091
+218
+4% +$91.2K 0.53% 37
2025
Q4 		$2.36M Buy
4,873
+230
+5% +$115K 0.65% 33
2025
Q3 		$2.41M Sell
4,643
-26
-0.6% -$13.3K 0.66% 33
2025
Q2 		$2.32M Sell
4,669
-20
-0.4% -$8.69K 0.68% 33
2025
Q1 		$1.76M Sell
4,689
-161
-3% -$65.6K 0.54% 38
2024
Q4 		$2.04M Buy
4,850
+159
+3% +$67.7K 0.61% 37
2024
Q3 		$2.02M Buy
4,691
+126
+3% +$53.9K 0.59% 34
2024
Q2 		$2.04M Sell
4,565
-20
-0.4% -$8.45K 0.63% 35
2024
Q1 		$1.93M Hold
4,585
– – 0.6% 36
2023
Q4 		$1.72M Sell
4,585
-7
-0.2% -$2.49K 0.56% 37
2023
Q3 		$1.45M Buy
4,592
+844
+23% +$279K 0.5% 37
2023
Q2 		$1.28M Sell
3,748
-40
-1% -$12.5K 0.42% 42
2023
Q1 		$1.09M Sell
3,788
-20
-0.5% -$5.1K 0.38% 48
2022
Q4 		$913K Sell
3,808
-48
-1% -$11.5K 0.33% 49
2022
Q3 		$898K Sell
3,856
-35
-0.9% -$9.24K 0.34% 51
2022
Q2 		$999K Sell
3,891
-147
-4% -$39.9K 0.36% 51
2022
Q1 		$1.25M Buy
4,038
+35
+0.9% +$10.5K 0.39% 48
2021
Q4 		$1.35M Buy
4,003
+8
+0.2% +$2.59K 0.41% 45
2021
Q3 		$1.13M Buy
3,995
+201
+5% +$58.5K 0.36% 45
2021
Q2 		$1.03M Sell
3,794
-349
-8% -$88.7K 0.34% 52
2021
Q1 		$976K Sell
4,143
-106
-2% -$24.6K 0.34% 54
2020
Q4 		$945K Buy
4,249
+13
+0.3% +$2.79K 0.35% 55
2020
Q3 		$891K Sell
4,236
-116
-3% -$24.4K 0.37% 55
2020
Q2 		$885K Buy
4,352
+597
+16% +$108K 0.38% 55
2020
Q1 		$592K Buy
3,755
+70
+2% +$11.5K 0.3% 65
2019
Q4 		$581K Buy
3,685
+42
+1% +$6.17K 0.24% 77
2019
Q3 		$506K Buy
3,643
+381
+12% +$52.4K 0.23% 83
2019
Q2 		$437K Buy
3,262
+2
+0.1% +$254 0.2% 84
2019
Q1 		$384K Sell
3,260
-45
-1% -$4.91K 0.18% 89
2018
Q4 		$335K Sell
3,305
-966
-23% -$103K 0.17% 90
2018
Q3 		$488K Sell
4,271
-60
-1% -$6.5K 0.22% 83
2018
Q2 		$427K Buy
4,331
+60
+1% +$5.82K 0.2% 87
2018
Q1 		$389K Sell
4,271
-1,131
-21% -$103K 0.18% 94
2017
Q4 		$462K Buy
5,402
+1,129
+26% +$92.6K 0.22% 86
2017
Q3 		$294K Hold
4,273
– – 0.15% 95
2017
Q2 		$294K Buy
4,273
+504
+13% +$34.6K 0.15% 97
2017
Q1 		$248K Buy
+3,769
New +$242K 0.13% 101
2016
Q4 		– Sell
-3,581
Closed -$206K – 114
2016
Q3 		$206K Buy
+3,581
New +$202K 0.11% 108
2016
Q2 		– Sell
-4,128
Closed -$228K – 109
2016
Q1 		$228K Sell
4,128
-2,456
-37% -$129K 0.14% 100
2015
Q4 		$365K Buy
6,584
+2
+0% +$105 0.23% 78
2015
Q3 		$291K Sell
6,582
-171
-3% -$7.68K 0.17% 90
2015
Q2 		$298K Buy
6,753
+1,118
+20% +$51K 0.17% 94
2015
Q1 		$229K Buy
+5,635
New +$245K 0.13% 99
2014
Q1 		– Sell
-3,861
Closed -$144K – 209
2013
Q4 		$144K Buy
3,861
+299
+8% +$10.9K 0.08% 92
2013
Q3 		$119K Sell
3,562
-113
-3% -$3.72K 0.07% 108
2013
Q2 		$127K Buy
+3,675
New +$120K 0.08% 91

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Windsor Capital Management's MSFT Position: Q2 2026 in Review

Windsor Capital Management reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $23.1K and leaving 5,034 shares worth $1.88M. The position accounts for 0.49% of the portfolio, ranked #40.

Windsor Capital Management first reported a position in MSFT in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.41M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Windsor Capital Management held 5,034 shares of Microsoft worth $1.88M as of Q2 2026.
  • Windsor Capital Management sold 57 Microsoft shares in Q2 2026, an estimated $23.1K.
  • Microsoft made up 0.49% of Windsor Capital Management's portfolio in Q2 2026, its #40 holding.
  • Windsor Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 47 quarters since.
  • Windsor Capital Management's Microsoft position peaked at $2.41M in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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