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Ables Iannone Moore & Associates’s Microsoft MSFT Stock Holding History

Ables Iannone Moore & Associates’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 		$6.71M Sell
17,986
-296
-2% -$120K 3.58% 7
2026
Q1 		$6.77M Buy
18,282
+2,693
+17% +$1.13M 4.03% 7
2025
Q4 		$7.54M Buy
15,589
+378
+2% +$189K 4.13% 7
2025
Q3 		$7.88M Sell
15,211
-278
-2% -$142K 4.53% 6
2025
Q2 		$7.7M Sell
15,489
-23
-0.1% -$9.99K 4.79% 6
2025
Q1 		$5.82M Buy
15,512
+244
+2% +$99.5K 3.97% 7
2024
Q4 		$6.44M Buy
15,268
+180
+1% +$76.7K 3.97% 7
2024
Q3 		$6.49M Buy
15,088
+610
+4% +$261K 4.19% 7
2024
Q2 		$6.47M Sell
14,478
-86
-0.6% -$36.3K 4.28% 6
2024
Q1 		$6.13M Sell
14,564
-200
-1% -$81K 4.38% 7
2023
Q4 		$5.55M Buy
+14,764
New +$5.25M 4.24% 7

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Ables Iannone Moore & Associates's MSFT Position: Q2 2026 in Review

Ables Iannone Moore & Associates reduced its Microsoft (MSFT) stake by 1.6% in Q2 2026, selling an estimated $120K and leaving 17,986 shares worth $6.71M. The position accounts for 3.58% of the portfolio, ranked #7.

Ables Iannone Moore & Associates first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.88M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ables Iannone Moore & Associates held 17,986 shares of Microsoft worth $6.71M as of Q2 2026.
  • Ables Iannone Moore & Associates sold 296 Microsoft shares in Q2 2026, an estimated $120K.
  • Microsoft made up 3.58% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #7 holding.
  • Ables Iannone Moore & Associates first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Ables Iannone Moore & Associates's Microsoft position peaked at $7.88M in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.