PBU - The Pension Fund of Early Childhood & Youth Educators MSFT — MICROSOFT CORP

Ownership history in PBU - The Pension Fund of Early Childhood & Youth Educators  ·  3 quarters on record

AI Ownership Summary

PBU - The Pension Fund of Early Childhood & Youth Educators reported MICROSOFT CORP (MSFT) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 8.67% in 2026 Q2. The latest visible filing shows MSFT at 8.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PBU - The Pension Fund of Early Childhood & Youth Educators's position in MICROSOFT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MSFT was reported at 8.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.67% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page PBU - The Pension Fund of Early Childhood & Youth Educators fund profile PBU - The Pension Fund of Early Childhood & Youth Educators full holdings
How PBU - The Pension Fund of Early Childhood & Youth Educators held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,028,078 +281,802 +37.8% 8.67% $383.5M 2026-07-16 $400.35
2026 Q1 ADDED — — — 746,276 +567,635 +317.8% 4.09% $42.6M 2026-04-08 $372.82
2025 Q4 INITIATED — — — 178,641 — — 5.48% $380.1M 2026-02-11 $401.82

🏢 Other funds also holding MSFT

As of 2026 Q3 — sorted by position size

ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.41% ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. 22.3% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 15.73% Manitou Investment Management Ltd. 3Y 7Y 14.22% Quintet Private Bank (Europe) S.A. 3Y 13.84% Brown Shipley& Co Ltd 3Y 13.66% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 11.41% Two Point Capital Management, Inc. 3Y 10.52% Matthew Goff Investment Advisor, LLC 3Y 7Y 10.37% CALEDONIA INVESTMENTS PLC 3Y 7Y 9.97%

FAQ About PBU - The Pension Fund of Early Childhood & Youth Educators and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has PBU - The Pension Fund of Early Childhood & Youth Educators reported owning MSFT?

PBU - The Pension Fund of Early Childhood & Youth Educators reported MSFT across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported MSFT position in PBU - The Pension Fund of Early Childhood & Youth Educators's portfolio?

The largest reported portfolio weight for MSFT was 8.67% in 2026 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q2, when PBU - The Pension Fund of Early Childhood & Youth Educators reported 1,028,078 shares, equal to 8.67% of portfolio, with an estimated market value of $383.5M.

What does the chart on this MSFT ownership page compare?

The chart compares PBU - The Pension Fund of Early Childhood & Youth Educators's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to PBU - The Pension Fund of Early Childhood & Youth Educators Holdings