GLOBALT Investments LLC / GA 13F: Cuts MSFT Stake by $1.1M
Key Points
- GLOBALT Investments now holds 66,576 Microsoft shares, a reduction of 3.1% from the previous 68,692 shares.
- As of October 27, 2026, Microsoft shares were trading around $531.33, which is about equal to the closing price on that day.
- The fund's position in Microsoft represents 2.03% of its total reported value of approximately $1.68 billion.
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On October 27, 2026, GLOBALT Investments LLC trimmed its stake in Microsoft Corporation (MSFT) by 2,116 shares, bringing its total to 66,576 shares valued at about $34.1 million. This information comes from the fund's latest Form 13F filing with the SEC.
In the filing, GLOBALT reported a total position size of $1,683,853,713, with Microsoft making up 2.03% of its portfolio. This stake is ranked 9th among the fund's 212 positions. The reduction of 2,116 shares represents a 3.1% decrease from the previous holding of 68,692 shares.
MSFT
Microsoft Corporation
Where Microsoft Fits in GLOBALT's Portfolio
Microsoft is a significant part of GLOBALT's investments, holding a 2.03% weight in the overall portfolio. The recent reduction in shares suggests a slight decrease in confidence, but the estimated gain on the remaining shares remains positive compared to their cost basis.
Microsoft Corporation Stock Up 1.4%
As of October 27, 2026, Microsoft shares were trading at $531.33, which is about equal to the closing price on that day. The stock is performing well above its 200-day moving average by about 21.7%, but it is still below its 52-week high of $553.72 by about 4.0%.
Recent Earnings
Microsoft reported trailing twelve-month revenue of approximately $331.8 billion and earnings per share of $17.95. The next earnings report is scheduled for October 28, 2026.
Dividend
Microsoft pays an annual dividend of $3.92 per share, which translates to a yield of 0.74%. The payout ratio stands at 19.8%, indicating a sustainable dividend policy.
Insider Buying and Selling at Microsoft Corporation
Several insiders have sold shares recently, including Judson Althoff, who sold 10,000 shares on August 5, 2026, at an average price of $487.89, totaling about $4.88 million. CEO Satya Nadella also sold 86,525 shares on September 1, 2026, valued at approximately $43.4 million.
Analysts Set New Price Targets
On October 20, 2026, BMO Capital maintained its outperform rating on Microsoft with a price target of $600. Oppenheimer reiterated its outperform rating on October 26, 2026, with a target of $625. The consensus recommendation for Microsoft is a strong buy with a mean price target of $603.43 based on 53 analyst opinions.
About Microsoft Corporation
Microsoft Corporation is a technology company that develops a wide range of solutions for individuals and businesses globally. Its products include operating systems, software development tools, and devices such as PCs and gaming consoles. This recent reduction in stake by GLOBALT may reflect a strategic adjustment within its broader investment strategy.
Bottom Line
Investors should keep an eye on Microsoft's upcoming earnings report scheduled for October 28, 2026, as well as any further filings from GLOBALT Investments. The recent adjustments in holdings by various funds indicate a dynamic investment landscape around Microsoft.
Related Filing Alerts
Source: GLOBALT Investments LLC / GA's 13F filing on $MSFT (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts