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Zullo Investment Group’s Microsoft MSFT Stock Holding History

Zullo Investment Group’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 		$13M Sell
34,948
-611
-2% -$247K 4.45% 3
2026
Q1 		$13.2M Buy
35,559
+2,574
+8% +$1.08M 5% 3
2025
Q4 		$16M Sell
32,985
-334
-1% -$167K 5.84% 3
2025
Q3 		$17.3M Sell
33,319
-17
-0.1% -$8.67K 6.38% 3
2025
Q2 		$16.6M Sell
33,336
-1,108
-3% -$481K 6.73% 3
2025
Q1 		$12.9M Sell
34,444
-109
-0.3% -$44.4K 5.54% 3
2024
Q4 		$14.6M Sell
34,553
-40
-0.1% -$17K 5.88% 3
2024
Q3 		$14.9M Buy
34,593
+464
+1% +$198K 6.18% 3
2024
Q2 		$15.3M Buy
34,129
+69
+0.2% +$29.1K 6.7% 3
2024
Q1 		$14.3M Buy
34,060
+176
+0.5% +$71.2K 6.72% 2
2023
Q4 		$12.7M Buy
33,884
+457
+1% +$163K 6.53% 2
2023
Q3 		$10.6M Buy
33,427
+822
+3% +$272K 6.18% 2
2023
Q2 		$11.1M Sell
32,605
-196
-0.6% -$61.4K 6.34% 2
2023
Q1 		$9.46M Buy
32,801
+2,122
+7% +$541K 5.89% 2
2022
Q4 		$7.36M Buy
30,679
+439
+1% +$105K 4.5% 2
2022
Q3 		$7.04M Buy
30,240
+1,038
+4% +$274K 4.55% 2
2022
Q2 		$7.5M Buy
29,202
+944
+3% +$256K 4.69% 2
2022
Q1 		$8.71M Buy
28,258
+1,973
+8% +$594K 4.53% 2
2021
Q4 		$8.84M Buy
+26,285
New +$8.52M 4.55% 2

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zullo Investment Group's MSFT Position: Q2 2026 in Review

Zullo Investment Group reduced its Microsoft (MSFT) stake by 1.7% in Q2 2026, selling an estimated $247K and leaving 34,948 shares worth $13M. The position accounts for 4.45% of the portfolio, ranked #3.

Zullo Investment Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.3M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Zullo Investment Group held 34,948 shares of Microsoft worth $13M as of Q2 2026.
  • Zullo Investment Group sold 611 Microsoft shares in Q2 2026, an estimated $247K.
  • Microsoft made up 4.45% of Zullo Investment Group's portfolio in Q2 2026, its #3 holding.
  • Zullo Investment Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Microsoft position peaked at $17.3M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.