Aft Forsyth & Sober’s Microsoft MSFT Stock Holding History

Aft Forsyth & Sober’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	$8.13M	Hold	21,950	–	–	2.54%	9
2026 Q1	$8.13M	Hold	21,950	–	–	2.48%	9
2025 Q4	$10.6M	Hold	21,950	–	–	3.22%	6
2025 Q3	$11.4M	Buy	21,950 +550	+3%	+$281K	3.53%	6
2025 Q2	$10.6M	Buy	21,400 +200	+0.9%	+$86.9K	3.59%	6
2025 Q1	$7.96M	Buy	21,200 +50	+0.2%	+$20.4K	2.78%	8
2024 Q4	$8.91M	Hold	21,150	–	–	2.89%	8
2024 Q3	$9.1M	Hold	21,150	–	–	2.99%	8
2024 Q2	$9.45M	Hold	21,150	–	–	3.24%	7
2024 Q1	$8.9M	Buy	21,150 +12,225	+137%	+$4.95M	3.13%	7
2023 Q4	$3.36M	Buy	8,925 +1,000	+13%	+$356K	1.29%	11
2023 Q3	$2.5M	Hold	7,925	–	–	1.06%	17
2023 Q2	$2.7M	Buy	7,925 +350	+5%	+$110K	1.12%	18
2023 Q1	$2.18M	Sell	7,575 -350	-4%	-$89.3K	1.1%	17
2022 Q4	$1.9M	Hold	7,925	–	–	0.86%	28
2022 Q3	$1.85M	Hold	7,925	–	–	0.9%	23
2022 Q2	$2.04M	Hold	7,925	–	–	0.95%	17
2022 Q1	$2.44M	Hold	7,925	–	–	0.96%	18
2021 Q4	$2.67M	Hold	7,925	–	–	0.94%	17
2021 Q3	$2.23M	Buy	7,925 +75	+1%	+$21.8K	0.84%	24
2021 Q2	$2.13M	Hold	7,850	–	–	0.8%	24
2021 Q1	$1.85M	Buy	7,850 +5,300	+208%	+$1.23M	0.76%	26
2020 Q4	$567K	Buy	2,550 +2,400	+1,600%	+$516K	0.44%	23
2020 Q3	$31K	Sell	150 -200	-57%	-$42K	0.24%	24
2020 Q2	$71K	Buy	+350	New	+$63.5K	0.5%	20
2020 Q1	–	Sell	-920	Closed	-$145K	–	56
2019 Q4	$145K	Buy	+920	New	+$135K	0.13%	20

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

Aft Forsyth & Sober's MSFT Position: Q2 2026 in Review

Aft Forsyth & Sober held its Microsoft (MSFT) position steady in Q2 2026 at 21,950 shares worth $8.13M. The position accounts for 2.54% of the portfolio, ranked #9.

Aft Forsyth & Sober first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.4M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Aft Forsyth & Sober held 21,950 shares of Microsoft worth $8.13M as of Q2 2026.
Aft Forsyth & Sober left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 2.54% of Aft Forsyth & Sober's portfolio in Q2 2026, its #9 holding.
Aft Forsyth & Sober first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
Aft Forsyth & Sober's Microsoft position peaked at $11.4M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aft Forsyth & Sober's 13F filing for Q2 2026, filed 14 Aug 2026.