Winebrenner Capital Management’s Microsoft MSFT Stock Holding History

Winebrenner 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	$1.64M	Buy	4,404 +475	+12%	+$192K	1%	26
2026 Q1	$1.45M	Buy	3,929 +127	+3%	+$53.1K	0.93%	30
2025 Q4	$1.84M	Sell	3,802 -59	-2%	-$29.6K	1.23%	19
2025 Q3	$2M	Sell	3,861 -10	-0.3%	-$5.1K	1.44%	16
2025 Q2	$1.93M	Buy	3,871 +1	+0%	+$434	1.55%	15
2025 Q1	$1.45M	Hold	3,870	–	–	1.31%	20
2024 Q4	$1.63M	Buy	+3,870	New	+$1.65M	1.26%	21

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Winebrenner Capital Management increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $192K and bringing the position to 4,404 shares worth $1.64M. The position accounts for 1% of the portfolio, ranked #26.

Winebrenner Capital Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Winebrenner Capital Management held 4,404 shares of Microsoft worth $1.64M as of Q2 2026.
Winebrenner Capital Management bought 475 Microsoft shares in Q2 2026, an estimated $192K.
Microsoft made up 1% of Winebrenner Capital Management's portfolio in Q2 2026, its #26 holding.
Winebrenner Capital Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's Microsoft position peaked at $2M in Q3 2025.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.