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Adamsbrown Wealth Consultants’s Microsoft MSFT Stock Holding History

Adamsbrown Wealth Consultants’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 		$2.85M Buy
7,627
+531
+7% +$215K 0.54% 32
2026
Q1 		$2.63M Buy
7,096
+445
+7% +$186K 0.69% 26
2025
Q4 		$3.22M Buy
6,651
+39
+0.6% +$19.5K 0.9% 21
2025
Q3 		$3.42M Buy
6,612
+209
+3% +$107K 0.94% 21
2025
Q2 		$3.19M Buy
6,403
+174
+3% +$75.6K 0.92% 16
2025
Q1 		$2.34M Buy
6,229
+262
+4% +$107K 0.73% 18
2024
Q4 		$2.52M Buy
5,967
+130
+2% +$55.4K 0.86% 18
2024
Q3 		$2.51M Buy
5,837
+239
+4% +$102K 0.87% 17
2024
Q2 		$2.5M Buy
5,598
+181
+3% +$76.4K 0.97% 15
2024
Q1 		$2.28M Sell
5,417
-16
-0.3% -$6.48K 0.92% 16
2023
Q4 		$2.04M Buy
5,433
+204
+4% +$72.6K 0.89% 16
2023
Q3 		$1.65M Buy
5,229
+80
+2% +$26.4K 0.81% 18
2023
Q2 		$1.75M Sell
5,149
-45
-0.9% -$14.1K 0.93% 19
2023
Q1 		$1.5M Buy
5,194
+1,104
+27% +$282K 0.86% 20
2022
Q4 		$981K Buy
4,090
+336
+9% +$80.6K 0.6% 27
2022
Q3 		$874K Sell
3,754
-303
-7% -$80K 0.67% 29
2022
Q2 		$1.04M Buy
4,057
+103
+3% +$28K 0.82% 26
2022
Q1 		$1.22M Buy
3,954
+745
+23% +$224K 0.97% 22
2021
Q4 		$1.08M Buy
+3,209
New +$1.04M 0.97% 22

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

Adamsbrown Wealth Consultants's MSFT Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Microsoft (MSFT) stake by 7.5% in Q2 2026, buying an estimated $215K and bringing the position to 7,627 shares worth $2.85M. The position accounts for 0.54% of the portfolio, ranked #32.

Adamsbrown Wealth Consultants first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.42M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Adamsbrown Wealth Consultants held 7,627 shares of Microsoft worth $2.85M as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 531 Microsoft shares in Q2 2026, an estimated $215K.
  • Microsoft made up 0.54% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #32 holding.
  • Adamsbrown Wealth Consultants first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's Microsoft position peaked at $3.42M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.