Waverton Investment Management Ltd / MSFT
Waverton Investment Management Ltd’s Microsoft Corp Position
Does Waverton Investment Management Ltd own Microsoft Corp (MSFT)? Not currently — the last reported position was 1.09M shares worth $564M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.
Position Value
$564M
Q3 2025
Shares
1.09M
% of Portfolio
+7.26%
Quarters Held
28
position exited
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 1.09M | $564M | +7.26% |
| Q2 2025 | 1.11M | $553M | +7.61% |
| Q1 2025 | 1.09M | $408M | +6.32% |
| Q4 2024 | 1.02M | $430M | +6.85% |
| Q3 2024 | 954.8K | $411M | +6.75% |
| Q2 2024 | 897.4K | $401M | +7.56% |
| Q1 2024 | 833.2K | $350M | +7.27% |
| Q4 2023 | 753.5K | $283M | +6.88% |
| Q3 2023 | 751.8K | $237M | +6.86% |
| Q2 2023 | 722.2K | $246M | +6.99% |
| Q1 2023 | 721.7K | $208M | +6.42% |
| Q4 2022 | 734.1K | $176,055 | +6.47% |
| Q3 2022 | 742.0K | $173M | +7.07% |
| Q2 2022 | 786.9K | $202M | +7.87% |
| Q1 2022 | 776.5K | $239M | +8.07% |
| Q4 2021 | 807.2K | $271M | +8.61% |
| Q3 2021 | 876.4K | $247M | +9.75% |
| Q2 2021 | 900.4K | $244M | +9.48% |
| Q1 2021 | 901.6K | $213M | +9.22% |
| Q4 2020 | 884.5K | $197M | +9.08% |
| Q3 2020 | 928.6K | $195M | +9.69% |
| Q2 2020 | 968.5K | $197M | +10.69% |
| Q1 2020 | 1.08M | $170M | +11.05% |
| Q4 2019 | 1.11M | $175M | +9.07% |
| Q3 2019 | 1.19M | $165M | +8.44% |
| Q2 2019 | 1.42M | $190M | +9.59% |
| Q1 2019 | 1.48M | $174M | +9.10% |
| Q4 2018 | 1.48M | $150M | +9.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of MSFT.