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	$38.7K	Hold	100	–	–	0.01%	271
2026 Q1	$37K	Buy	+100	New	+$41.8K	0.01%	241
2025 Q3	–	Sell	-1,600	Closed	-$796K	–	128
2025 Q2	$796K	Hold	1,600	–	–	0.31%	55
2025 Q1	$26	Buy	+1,600	New	+$652K	﹤0.01%	590
2023 Q3	–	Sell	-100	Closed	-$34.1K	–	170
2023 Q2	$34.1K	Buy	+100	New	+$31.3K	0.02%	164
2022 Q2	–	Sell	-200	Closed	-$1K	–	540
2022 Q1	$1K	Buy	+200	New	+$60.2K	﹤0.01%	217
2021 Q4	–	Sell	-200	Closed	-$3K	–	580
2021 Q3	$3K	Buy	+200	New	+$58.2K	﹤0.01%	226

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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. 6,221 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.
6,221 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.