Yoffe Investment Management’s Microsoft MSFT Stock Holding History

Yoffe Investment 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	$1.57M	Hold	4,200	–	–	1.79%	11
2026 Q1	$1.55M	Hold	4,200	–	–	1.99%	9
2025 Q4	$2.03M	Hold	4,200	–	–	2.59%	5
2025 Q3	$2.18M	Hold	4,200	–	–	2.83%	4
2025 Q2	$2.09M	Buy	4,200 +1	+0%	+$434	2.86%	4
2025 Q1	$1.58M	Sell	4,199 -1	-0%	-$408	2.32%	7
2024 Q4	$1.77M	Buy	+4,200	New	+$1.79M	2.63%	4

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

Yoffe Investment Management's MSFT Position: Q2 2026 in Review

Yoffe Investment Management held its Microsoft (MSFT) position steady in Q2 2026 at 4,200 shares worth $1.57M. The position accounts for 1.79% of the portfolio, ranked #11.

Yoffe Investment Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Yoffe Investment Management held 4,200 shares of Microsoft worth $1.57M as of Q2 2026.
Yoffe Investment Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 1.79% of Yoffe Investment Management's portfolio in Q2 2026, its #11 holding.
Yoffe Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Yoffe Investment Management's Microsoft position peaked at $2.18M in Q3 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.