Advisory Alpha’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.4M | Buy |
57,359
+4,658
| +9% | +$1.88M | 0.52% | 38 |
|
|
2026
Q1 | $19.5M | Buy |
52,701
+5,570
| +12% | +$2.33M | 0.53% | 41 |
|
|
2025
Q4 | $22.8M | Buy |
47,131
+2,788
| +6% | +$1.4M | 0.62% | 37 |
|
|
2025
Q3 | $22.9M | Buy |
44,343
+2,357
| +6% | +$1.2M | 0.64% | 37 |
|
|
2025
Q2 | $20.9M | Buy |
41,986
+2,514
| +6% | +$1.09M | 0.65% | 39 |
|
|
2025
Q1 | $14.8M | Buy |
39,472
+4,119
| +12% | +$1.68M | 0.5% | 42 |
|
|
2024
Q4 | $14.9M | Buy |
35,353
+2,684
| +8% | +$1.14M | 0.53% | 37 |
|
|
2024
Q3 | $14.1M | Buy |
32,669
+6,621
| +25% | +$2.83M | 0.5% | 36 |
|
|
2024
Q2 | $11.6M | Buy |
26,048
+3,773
| +17% | +$1.59M | 0.46% | 36 |
|
|
2024
Q1 | $9.37M | Buy |
22,275
+1,754
| +9% | +$710K | 0.38% | 40 |
|
|
2023
Q4 | $7.72M | Buy |
20,521
+3,239
| +19% | +$1.15M | 0.35% | 43 |
|
|
2023
Q3 | $5.46M | Buy |
17,282
+175
| +1% | +$57.8K | 0.28% | 52 |
|
|
2023
Q2 | $5.83M | Buy |
17,107
+2,358
| +16% | +$739K | 0.3% | 51 |
|
|
2023
Q1 | $4.25M | Sell |
14,749
-39
| -0.3% | -$9.95K | 0.27% | 53 |
|
|
2022
Q4 | $3.55M | Buy |
14,788
+349
| +2% | +$83.8K | 0.25% | 50 |
|
|
2022
Q3 | $3.36M | Sell |
14,439
-114
| -0.8% | -$30.1K | 0.26% | 53 |
|
|
2022
Q2 | $3.74M | Sell |
14,553
-211
| -1% | -$57.3K | 0.28% | 45 |
|
|
2022
Q1 | $4.55M | Buy |
14,764
+1,000
| +7% | +$301K | 0.29% | 43 |
|
|
2021
Q4 | $4.63M | Buy |
13,764
+4,244
| +45% | +$1.38M | 0.27% | 46 |
|
|
2021
Q3 | $2.68M | Buy |
9,520
+577
| +6% | +$168K | 0.19% | 59 |
|
|
2021
Q2 | $2.42M | Sell |
8,943
-1
| -0% | -$254 | 0.2% | 65 |
|
|
2021
Q1 | $2.11M | Buy |
8,944
+846
| +10% | +$196K | 0.21% | 56 |
|
|
2020
Q4 | $1.8M | Buy |
8,098
+48
| +0.6% | +$10.3K | 0.37% | 25 |
|
|
2020
Q3 | $1.69M | Sell |
8,050
-56
| -0.7% | -$11.8K | 0.36% | 25 |
|
|
2020
Q2 | $1.7M | Buy |
8,106
+36
| +0.4% | +$6.54K | 0.38% | 27 |
|
|
2020
Q1 | $1.38M | Buy |
8,070
+291
| +4% | +$47.9K | 0.39% | 34 |
|
|
2019
Q4 | $1.27M | Buy |
7,779
+506
| +7% | +$74.3K | 0.31% | 43 |
|
|
2019
Q3 | $1.01M | Buy |
7,273
+631
| +10% | +$86.8K | 0.3% | 48 |
|
|
2019
Q2 | $907K | Sell |
6,642
-267
| -4% | -$33.9K | 0.3% | 49 |
|
|
2019
Q1 | $867K | Buy |
6,909
+794
| +13% | +$86.6K | 0.31% | 46 |
|
|
2018
Q4 | $644K | Buy |
+6,115
| New | +$655K | 0.3% | 41 |
|
Other funds holding MSFT
Advisory Alpha's MSFT Position: Q2 2026 in Review
Advisory Alpha increased its Microsoft (MSFT) stake by 8.8% in Q2 2026, buying an estimated $1.88M and bringing the position to 57,359 shares worth $21.4M. The position accounts for 0.52% of the portfolio, ranked #38.
Advisory Alpha first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.9M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Advisory Alpha held 57,359 shares of Microsoft worth $21.4M as of Q2 2026.
- Advisory Alpha bought 4,658 Microsoft shares in Q2 2026, an estimated $1.88M.
- Microsoft made up 0.52% of Advisory Alpha's portfolio in Q2 2026, its #38 holding.
- Advisory Alpha first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Advisory Alpha's Microsoft position peaked at $22.9M in Q3 2025.
- 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.