Advisory Resource Group’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 | $3.23M | Buy |
8,667
+4,014
| +86% | +$1.62M | 0.49% | 54 |
|
|
2026
Q1 | $1.72M | Sell |
4,653
-3,227
| -41% | -$1.35M | 0.3% | 71 |
|
|
2025
Q4 | $3.81M | Buy |
7,880
+344
| +5% | +$172K | 0.67% | 44 |
|
|
2025
Q3 | $3.9M | Sell |
7,536
-21
| -0.3% | -$10.7K | 0.7% | 43 |
|
|
2025
Q2 | $3.76M | Sell |
7,557
-58
| -0.8% | -$25.2K | 0.72% | 41 |
|
|
2025
Q1 | $2.86M | Buy |
7,615
+208
| +3% | +$84.8K | 0.58% | 49 |
|
|
2024
Q4 | $3.12M | Buy |
7,407
+266
| +4% | +$113K | 0.66% | 43 |
|
|
2024
Q3 | $3.07M | Sell |
7,141
-66
| -0.9% | -$28.2K | 0.66% | 45 |
|
|
2024
Q2 | $3.22M | Sell |
7,207
-81
| -1% | -$34.2K | 0.73% | 41 |
|
|
2024
Q1 | $3.07M | Buy |
7,288
+77
| +1% | +$31.2K | 0.7% | 42 |
|
|
2023
Q4 | $2.71M | Sell |
7,211
-217
| -3% | -$77.2K | 0.68% | 42 |
|
|
2023
Q3 | $2.35M | Sell |
7,428
-433
| -6% | -$143K | 0.63% | 43 |
|
|
2023
Q2 | $2.68M | Sell |
7,861
-172
| -2% | -$53.9K | 0.73% | 40 |
|
|
2023
Q1 | $2.32M | Buy |
8,033
+180
| +2% | +$45.9K | 0.65% | 40 |
|
|
2022
Q4 | $1.88M | Buy |
7,853
+213
| +3% | +$51.1K | 0.56% | 44 |
|
|
2022
Q3 | $1.78M | Buy |
7,640
+306
| +4% | +$80.8K | 0.59% | 47 |
|
|
2022
Q2 | $1.88M | Buy |
7,334
+395
| +6% | +$107K | 0.62% | 49 |
|
|
2022
Q1 | $2.14M | Buy |
6,939
+348
| +5% | +$105K | 0.67% | 43 |
|
|
2021
Q4 | $2.05M | Buy |
6,591
+1,276
| +24% | +$414K | 0.68% | 46 |
|
|
2021
Q3 | $1.5M | Sell |
5,315
-804
| -13% | -$234K | 0.55% | 43 |
|
|
2021
Q2 | $1.66M | Buy |
6,119
+1,118
| +22% | +$284K | 0.66% | 40 |
|
|
2021
Q1 | $1.18M | Hold |
5,001
| – | – | 0.55% | 38 |
|
|
2020
Q4 | $1.11M | Buy |
5,001
+6
| +0.1% | +$1.29K | 0.55% | 41 |
|
|
2020
Q3 | $1.05M | Sell |
4,995
-1,930
| -28% | -$405K | 0.62% | 41 |
|
|
2020
Q2 | $1.41M | Buy |
6,925
+2,054
| +42% | +$373K | 0.87% | 25 |
|
|
2020
Q1 | $768K | Buy |
4,871
+98
| +2% | +$16.1K | 0.59% | 40 |
|
|
2019
Q4 | $753K | Sell |
4,773
-4
| -0.1% | -$588 | 0.42% | 42 |
|
|
2019
Q3 | $664K | Sell |
4,777
-21
| -0.4% | -$2.89K | 0.36% | 44 |
|
|
2019
Q2 | $643K | Hold |
4,798
| – | – | 0.35% | 39 |
|
|
2019
Q1 | $615K | Sell |
4,798
-4,688
| -49% | -$511K | 0.34% | 39 |
|
|
2018
Q4 | $964K | Buy |
+9,486
| New | +$1.02M | 0.59% | 25 |
|
Other funds holding MSFT
Advisory Resource Group's MSFT Position: Q2 2026 in Review
Advisory Resource Group increased its Microsoft (MSFT) stake by 86% in Q2 2026, buying an estimated $1.62M and bringing the position to 8,667 shares worth $3.23M. The position accounts for 0.49% of the portfolio, ranked #54.
Advisory Resource Group first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.9M in Q3 2025. 6,259 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Advisory Resource Group held 8,667 shares of Microsoft worth $3.23M as of Q2 2026.
- Advisory Resource Group bought 4,014 Microsoft shares in Q2 2026, an estimated $1.62M.
- Microsoft made up 0.49% of Advisory Resource Group's portfolio in Q2 2026, its #54 holding.
- Advisory Resource Group first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Advisory Resource Group's Microsoft position peaked at $3.9M in Q3 2025.
- 6,259 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.