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ABLE Financial Group’s Microsoft MSFT Stock Holding History

ABLE Financial Group’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 		$6.18M Buy
16,564
+1,544
+10% +$625K 1.04% 24
2026
Q1 		$5.56M Sell
15,020
-14
-0.1% -$5.86K 1.09% 23
2025
Q4 		$7.27M Buy
15,034
+378
+3% +$189K 1.48% 21
2025
Q3 		$7.59M Sell
14,656
-393
-3% -$200K 1.65% 19
2025
Q2 		$7.49M Sell
15,049
-84
-0.6% -$36.5K 1.81% 13
2025
Q1 		$5.68M Buy
15,133
+131
+0.9% +$53.4K 1.59% 16
2024
Q4 		$6.32M Buy
15,002
+839
+6% +$357K 1.87% 13
2024
Q3 		$6.09M Buy
14,163
+212
+2% +$90.6K 1.88% 16
2024
Q2 		$6.24M Buy
13,951
+141
+1% +$59.5K 2.25% 14
2024
Q1 		$5.81M Sell
13,810
-1,457
-10% -$590K 2.28% 13
2023
Q4 		$5.74M Sell
15,267
-619
-4% -$220K 2.48% 13
2023
Q3 		$5.02M Buy
15,886
+669
+4% +$221K 2.51% 13
2023
Q2 		$5.18M Buy
15,217
+873
+6% +$274K 2.68% 12
2023
Q1 		$4.14M Buy
+14,344
New +$3.66M 2.7% 11

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

ABLE Financial Group's MSFT Position: Q2 2026 in Review

ABLE Financial Group increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $625K and bringing the position to 16,564 shares worth $6.18M. The position accounts for 1.04% of the portfolio, ranked #24.

ABLE Financial Group first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.59M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • ABLE Financial Group held 16,564 shares of Microsoft worth $6.18M as of Q2 2026.
  • ABLE Financial Group bought 1,544 Microsoft shares in Q2 2026, an estimated $625K.
  • Microsoft made up 1.04% of ABLE Financial Group's portfolio in Q2 2026, its #24 holding.
  • ABLE Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • ABLE Financial Group's Microsoft position peaked at $7.59M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.