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Aaron Wealth Advisors’s Microsoft MSFT Stock Holding History

Aaron Wealth Advisors’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 		$35.6M Buy
95,430
+2,144
+2% +$867K 1.81% 10
2026
Q1 		$34.5M Sell
93,286
-13,791
-13% -$5.77M 1.96% 11
2025
Q4 		$51.8M Buy
107,077
+7,460
+7% +$3.74M 2.83% 8
2025
Q3 		$51.6M Buy
99,617
+33,929
+52% +$17.3M 3.06% 6
2025
Q2 		$32.7M Buy
65,688
+4,765
+8% +$2.07M 3.34% 5
2025
Q1 		$22.9M Buy
60,923
+213
+0.4% +$86.8K 2.62% 7
2024
Q4 		$25.6M Buy
60,710
+1,321
+2% +$563K 2.97% 8
2024
Q3 		$25.6M Buy
59,389
+5,896
+11% +$2.52M 3.04% 6
2024
Q2 		$23.9M Buy
53,493
+1,242
+2% +$525K 3.32% 6
2024
Q1 		$22M Sell
52,251
-393
-0.7% -$159K 3.15% 8
2023
Q4 		$19.8M Sell
52,644
-221,565
-81% -$78.9M 3.28% 7
2023
Q3 		$86.6M Buy
274,209
+33,586
+14% +$11.1M 11.17% 1
2023
Q2 		$81.9M Buy
240,623
+15,528
+7% +$4.87M 10.65% 1
2023
Q1 		$64.9M Sell
225,095
-10,217
-4% -$2.61M 8.92% 1
2022
Q4 		$56.4M Buy
235,312
+8,157
+4% +$1.96M 8.24% 2
2022
Q3 		$52.9M Buy
227,155
+153,318
+208% +$40.5M 9.75% 1
2022
Q2 		$19M Sell
73,837
-20,537,303
-100% -$5.57B 4.77% 5
2022
Q1 		$66.9M Buy
20,611,140
+20,553,188
+35,466% +$6.18B 0.93% 20
2021
Q4 		$19.5M Buy
57,952
+3,088
+6% +$1M 5.45% 4
2021
Q3 		$15.5M Buy
54,864
+1,035
+2% +$301K 4.36% 5
2021
Q2 		$14.6M Buy
53,829
+544
+1% +$138K 4.8% 5
2021
Q1 		$12.6M Buy
53,285
+829
+2% +$192K 4.61% 5
2020
Q4 		$11.7M Buy
+52,456
New +$11.3M 4.27% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aaron Wealth Advisors's MSFT Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Microsoft (MSFT) stake by 2.3% in Q2 2026, buying an estimated $867K and bringing the position to 95,430 shares worth $35.6M. The position accounts for 1.81% of the portfolio, ranked #10.

Aaron Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $86.6M in Q3 2023. 6,190 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aaron Wealth Advisors held 95,430 shares of Microsoft worth $35.6M as of Q2 2026.
  • Aaron Wealth Advisors bought 2,144 Microsoft shares in Q2 2026, an estimated $867K.
  • Microsoft made up 1.81% of Aaron Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Aaron Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Microsoft position peaked at $86.6M in Q3 2023.
  • 6,190 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.