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AAFMAA Wealth Management & Trust’s Microsoft MSFT Stock Holding History

AAFMAA Wealth Management & Trust’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 		$4M Sell
10,728
-2,873
-21% -$1.16M 1.4% 16
2026
Q1 		$5.03M Sell
13,601
-1,688
-11% -$706K 1.95% 13
2025
Q4 		$7.39M Buy
15,289
+5,908
+63% +$2.96M 2.9% 7
2025
Q3 		$4.86M Sell
9,381
-293
-3% -$149K 1.93% 10
2025
Q2 		$4.81M Sell
9,674
-609
-6% -$264K 1.99% 9
2025
Q1 		$3.86M Sell
10,283
-2,136
-17% -$871K 1.75% 10
2024
Q4 		$5.23M Sell
12,419
-41
-0.3% -$17.5K 2.29% 12
2024
Q3 		$5.36M Buy
12,460
+1,416
+13% +$605K 2.36% 12
2024
Q2 		$4.94M Buy
11,044
+1,375
+14% +$581K 2.43% 8
2024
Q1 		$4.07M Buy
9,669
+1,822
+23% +$738K 2.22% 12
2023
Q4 		$2.95M Buy
7,847
+279
+4% +$99.3K 1.67% 16
2023
Q3 		$2.39M Sell
7,568
-2,447
-24% -$809K 2.22% 17
2023
Q2 		$3.41M Sell
10,015
-2,066
-17% -$648K 2.82% 13
2023
Q1 		$3.48M Buy
12,081
+105
+0.9% +$26.8K 2.79% 14
2022
Q4 		$2.87M Sell
11,976
-978
-8% -$235K 2.59% 16
2022
Q3 		$3.02M Sell
12,954
-2,760
-18% -$729K 2.22% 15
2022
Q2 		$4.04M Sell
15,714
-1,339
-8% -$363K 2.72% 15
2022
Q1 		$5.26M Sell
17,053
-13,366
-44% -$4.02M 2.42% 15
2021
Q4 		$10.2M Buy
30,419
+14,233
+88% +$4.61M 4.46% 2
2021
Q3 		$4.56M Sell
16,186
-11,758
-42% -$3.42M 2.17% 14
2021
Q2 		$7.57M Sell
27,944
-5,999
-18% -$1.52M 3.47% 8
2021
Q1 		$8M Buy
33,943
+8,722
+35% +$2.02M 3.85% 5
2020
Q4 		$5.61M Buy
+25,221
New +$5.42M 2.71% 11

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AAFMAA Wealth Management & Trust's MSFT Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its Microsoft (MSFT) stake by 21% in Q2 2026, selling an estimated $1.16M and leaving 10,728 shares worth $4M. The position accounts for 1.4% of the portfolio, ranked #16.

AAFMAA Wealth Management & Trust first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 10,728 shares of Microsoft worth $4M as of Q2 2026.
  • AAFMAA Wealth Management & Trust sold 2,873 Microsoft shares in Q2 2026, an estimated $1.16M.
  • Microsoft made up 1.4% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #16 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • AAFMAA Wealth Management & Trust's Microsoft position peaked at $10.2M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.