Microsoft Stake Cut by Woodley Farra Manion Portfolio Management

Investment firm reduces holding in tech giant by 5.7% in Q3

Published on Mar. 8, 2026

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Woodley Farra Manion Portfolio Management Inc. has reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 5.7% during the third quarter, according to a recent 13F filing. The investment firm now holds 185,609 shares of the software giant, making it the fourth-largest position in its portfolio.

Why it matters

Microsoft is one of the most widely held and influential technology companies, so changes in institutional ownership can provide insights into broader market sentiment and investment trends. Woodley Farra Manion's decision to trim its Microsoft position may reflect a more cautious outlook on the stock's near-term prospects compared to other investment opportunities.

The details

According to the 13F filing, Woodley Farra Manion Portfolio Management sold 11,255 shares of Microsoft during the third quarter. The firm now holds a $96.1 million position in the company, accounting for around 4.5% of its total portfolio. Several other institutional investors also adjusted their Microsoft holdings during the quarter, with some increasing and others decreasing their stakes.

  • Woodley Farra Manion Portfolio Management filed its 13F report for the third quarter of 2026.

The players

Woodley Farra Manion Portfolio Management Inc.

An investment management firm that oversees a portfolio of stocks, bonds, and other assets for its clients.

Microsoft Corporation

A global technology company that develops, licenses, and supports a wide range of software products, services, and devices for consumers, enterprises, and governments worldwide.

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The takeaway

The reduction in Woodley Farra Manion's Microsoft stake suggests the firm may see better opportunities elsewhere in the market, though Microsoft remains a core holding. Investors will likely continue to monitor institutional ownership and trading activity around Microsoft as they assess the company's long-term prospects.