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Access Financial Services’s Microsoft MSFT Stock Holding History

Access 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 		$3.9M Sell
10,466
-485
-4% -$196K 1.28% 15
2026
Q1 		$4.05M Buy
10,951
+414
+4% +$173K 1.44% 14
2025
Q4 		$5.1M Sell
10,537
-85
-0.8% -$42.6K 1.86% 12
2025
Q3 		$5.5M Sell
10,622
-333
-3% -$170K 1.99% 9
2025
Q2 		$5.45M Sell
10,955
-21
-0.2% -$9.12K 2.06% 7
2025
Q1 		$4.12M Buy
10,976
+624
+6% +$254K 1.66% 12
2024
Q4 		$4.36M Sell
10,352
-105
-1% -$44.7K 1.94% 12
2024
Q3 		$4.5M Sell
10,457
-28
-0.3% -$12K 2.06% 11
2024
Q2 		$4.69M Sell
10,485
-21
-0.2% -$8.87K 2.13% 8
2024
Q1 		$4.42M Sell
10,506
-18
-0.2% -$7.29K 1.98% 9
2023
Q4 		$3.96M Sell
10,524
-657
-6% -$234K 2.04% 8
2023
Q3 		$3.53M Buy
11,181
+167
+2% +$55.2K 2.11% 7
2023
Q2 		$3.75M Sell
11,014
-819
-7% -$257K 2.19% 7
2023
Q1 		$3.41M Sell
11,833
-430
-4% -$110K 2.07% 7
2022
Q4 		$2.94M Buy
12,263
+1,700
+16% +$408K 1.8% 7
2022
Q3 		$2.46M Buy
10,563
+64
+0.6% +$16.9K 1.59% 8
2022
Q2 		$2.7M Sell
10,499
-125
-1% -$33.9K 1.54% 9
2022
Q1 		$3.28M Buy
10,624
+1,526
+17% +$459K 1.56% 8
2021
Q4 		$3.06M Sell
9,098
-551
-6% -$179K 1.38% 11
2021
Q3 		$2.72M Sell
9,649
-62
-0.6% -$18K 1.23% 16
2021
Q2 		$2.63M Sell
9,711
-328
-3% -$83.4K 1.22% 11
2021
Q1 		$2.37M Sell
10,039
-157
-2% -$36.4K 1.11% 19
2020
Q4 		$2.27M Sell
10,196
-877
-8% -$189K 1.11% 22
2020
Q3 		$2.33M Sell
11,073
-374
-3% -$78.6K 1.26% 18
2020
Q2 		$2.33M Hold
11,447
– – 1.53% 13
2020
Q1 		$1.8M Sell
11,447
-1,312
-10% -$216K 1.44% 13
2019
Q4 		$2.01M Sell
12,759
-408
-3% -$59.9K 1.17% 20
2019
Q3 		$1.83M Sell
13,167
-50
-0.4% -$6.88K 1.3% 19
2019
Q2 		$1.77M Buy
13,217
+253
+2% +$32.1K 1.35% 20
2019
Q1 		$1.53M Buy
12,964
+165
+1% +$18K 1.2% 25
2018
Q4 		$1.3M Sell
12,799
-376
-3% -$40.3K 1.16% 24
2018
Q3 		$1.51M Buy
13,175
+457
+4% +$49.5K 1.03% 23
2018
Q2 		$1.25M Buy
12,718
+70
+0.6% +$6.78K 0.88% 33
2018
Q1 		$1.15M Sell
12,648
-300
-2% -$27.4K 0.85% 38
2017
Q4 		$1.11M Sell
12,948
-3,280
-20% -$269K 0.76% 40
2017
Q3 		$1.21M Sell
16,228
-226
-1% -$16.5K 0.92% 36
2017
Q2 		$1.13M Sell
16,454
-770
-4% -$52.9K 0.93% 37
2017
Q1 		$1.13M Buy
17,224
+13
+0.1% +$833 0.96% 33
2016
Q4 		$1.07M Buy
+17,211
New +$1.04M 0.97% 28

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Access Financial Services's MSFT Position: Q2 2026 in Review

Access Financial Services reduced its Microsoft (MSFT) stake by 4.4% in Q2 2026, selling an estimated $196K and leaving 10,466 shares worth $3.9M. The position accounts for 1.28% of the portfolio, ranked #15.

Access Financial Services first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.5M in Q3 2025. 3,057 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Access Financial Services held 10,466 shares of Microsoft worth $3.9M as of Q2 2026.
  • Access Financial Services sold 485 Microsoft shares in Q2 2026, an estimated $196K.
  • Microsoft made up 1.28% of Access Financial Services's portfolio in Q2 2026, its #15 holding.
  • Access Financial Services first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
  • Access Financial Services's Microsoft position peaked at $5.5M in Q3 2025.
  • 3,057 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.