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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
2025
Q3 		– Sell
-2,000
Closed -$995K – 126
2025
Q2 		$995K Hold
2,000
– – 0.39% 41
2025
Q1 		$51 Buy
+2,000
New +$815K ﹤0.01% 585
2024
Q4 		– Sell
-2,000
Closed -$137K – 196
2024
Q3 		$137K Hold
2,000
– – 0.06% 230
2024
Q2 		$185 Buy
+2,000
New +$845K ﹤0.01% 58
2024
Q1 		– Sell
-400
Closed -$4 – 401
2023
Q4 		$4 Buy
+400
New +$142K ﹤0.01% 483

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. 6,220 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.
  • 6,220 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.