A&I Financial Services’s Microsoft MSFT Stock Holding History

A&I Financial Services’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	$768K	Buy	2,058 +190	+10%	+$76.9K	0.33%	43
2026 Q1	$691K	Hold	1,868	–	–	0.33%	40
2025 Q4	$903K	Buy	1,868 +46	+3%	+$23.1K	0.43%	28
2025 Q3	$947K	Sell	1,822 -90	-5%	-$45.9K	0.46%	28
2025 Q2	$951K	Buy	1,912 +17	+0.9%	+$7.38K	0.54%	25
2025 Q1	$711K	Hold	1,895	–	–	0.48%	27
2024 Q4	$799K	Buy	+1,895	New	+$807K	0.78%	22

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

A&I Financial Services's MSFT Position: Q2 2026 in Review

A&I Financial Services increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $76.9K and bringing the position to 2,058 shares worth $768K. The position accounts for 0.33% of the portfolio, ranked #43.

A&I Financial Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $951K in Q2 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

A&I Financial Services held 2,058 shares of Microsoft worth $768K as of Q2 2026.
A&I Financial Services bought 190 Microsoft shares in Q2 2026, an estimated $76.9K.
Microsoft made up 0.33% of A&I Financial Services's portfolio in Q2 2026, its #43 holding.
A&I Financial Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
A&I Financial Services's Microsoft position peaked at $951K in Q2 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.