Yelin Lapidot Holdings Management’s Microsoft MSFT Stock Holding History

Yelin Lapidot Holdings 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	$18.1M	Buy	48,411 +4,848	+11%	+$1.96M	3.42%	8
2026 Q1	$16.1M	Sell	43,563 -1,254	-3%	-$525K	3.36%	8
2025 Q4	$21.7M	Buy	44,817 +1,130	+3%	+$566K	4.34%	6
2025 Q3	$22.6M	Buy	43,687 +1,372	+3%	+$700K	4.75%	6
2025 Q2	$21M	Buy	42,315 +12	+0%	+$5.21K	3.84%	6
2025 Q1	$15.9M	Sell	42,303 -6,500	-13%	-$2.65M	3.07%	8
2024 Q4	$20.6M	Sell	48,803 -7,107	-13%	-$3.03M	3.58%	8
2024 Q3	$24.1M	Sell	55,910 -1,395	-2%	-$596K	3.96%	8
2024 Q2	$25.6M	Sell	57,305 -6,000	-9%	-$2.53M	4.51%	7
2024 Q1	$26.6M	Sell	63,305 -8,150	-11%	-$3.3M	5.48%	5
2023 Q4	$26.9M	Sell	71,455 -13,325	-16%	-$4.74M	6.49%	3
2023 Q3	$26.6M	Buy	+84,780	New	+$28M	6.54%	3

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

Yelin Lapidot Holdings Management's MSFT Position: Q2 2026 in Review

Yelin Lapidot Holdings Management increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $1.96M and bringing the position to 48,411 shares worth $18.1M. The position accounts for 3.42% of the portfolio, ranked #8.

Yelin Lapidot Holdings Management first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.9M in Q4 2023. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Yelin Lapidot Holdings Management held 48,411 shares of Microsoft worth $18.1M as of Q2 2026.
Yelin Lapidot Holdings Management bought 4,848 Microsoft shares in Q2 2026, an estimated $1.96M.
Microsoft made up 3.42% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #8 holding.
Yelin Lapidot Holdings Management first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
Yelin Lapidot Holdings Management's Microsoft position peaked at $26.9M in Q4 2023.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.