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Advisor Resource Council’s Microsoft MSFT Stock Holding History

Advisor Resource Council’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 		$3.11M Buy
8,066
+181
+2% +$73.2K 0.88% 15
2026
Q1 		$2.92M Buy
7,885
+806
+11% +$337K 0.94% 14
2025
Q4 		$3.02M Buy
+7,079
New +$3.55M 1.07% 12
2025
Q3 		– Sell
-10,465
Closed -$5.21M – 127
2025
Q2 		$5.21M Sell
10,465
-36,946
-78% -$16M 2.03% 6
2025
Q1 		$14M Buy
+47,411
New +$19.3M 1.13% 15
2024
Q4 		– Sell
-19,239
Closed -$8.28M – 197
2024
Q3 		$8.28M Buy
19,239
+3,592
+23% +$1.54M 3.74% 3
2024
Q2 		$62.8K Sell
15,647
-7,159
-31% -$3.02M 0.11% 26
2024
Q1 		$8.58M Sell
22,806
-5,565
-20% -$2.25M 3.62% 4
2023
Q4 		$10.7M Buy
28,371
+9,196
+48% +$3.27M 1.24% 13
2023
Q3 		$6.05M Sell
19,175
-659
-3% -$218K 3.12% 4
2023
Q2 		$6.75M Sell
19,834
-12,643
-39% -$3.96M 3.04% 5
2023
Q1 		$9.19M Buy
32,477
+11,466
+55% +$2.92M 2.31% 6
2022
Q4 		$5.04M Buy
21,011
+842
+4% +$202K 2.45% 6
2022
Q3 		$4.7M Sell
20,169
-35,773
-64% -$9.45M 3.18% 4
2022
Q2 		$14.4M Buy
55,942
+35,567
+175% +$9.65M 1.33% 16
2022
Q1 		$6.28M Sell
20,375
-25,424
-56% -$7.65M 1.89% 8
2021
Q4 		$15.4M Buy
45,799
+27,815
+155% +$9.02M 1.2% 18
2021
Q3 		$5.07M Sell
17,984
-17,166
-49% -$4.99M 1.54% 11
2021
Q2 		$9.52M Buy
+35,150
New +$8.93M 0.99% 21

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

Advisor Resource Council's MSFT Position: Q2 2026 in Review

Advisor Resource Council increased its Microsoft (MSFT) stake by 2.3% in Q2 2026, buying an estimated $73.2K and bringing the position to 8,066 shares worth $3.11M. The position accounts for 0.88% of the portfolio, ranked #15.

Advisor Resource Council first reported a position in MSFT in Q2 2021 and has held it in 19 quarters since. The position peaked at $15.4M in Q4 2021. 6,197 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Advisor Resource Council held 8,066 shares of Microsoft worth $3.11M as of Q2 2026.
  • Advisor Resource Council bought 181 Microsoft shares in Q2 2026, an estimated $73.2K.
  • Microsoft made up 0.88% of Advisor Resource Council's portfolio in Q2 2026, its #15 holding.
  • Advisor Resource Council first reported a position in Microsoft in Q2 2021 and has held it in 19 quarters since.
  • Advisor Resource Council's Microsoft position peaked at $15.4M in Q4 2021.
  • 6,197 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.