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Aldebaran Financial’s Microsoft MSFT Stock Holding History

Aldebaran Financial’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 		$3.58M Buy
9,609
+352
+4% +$142K 2.91% 11
2026
Q1 		$3.43M Buy
9,257
+325
+4% +$136K 3.25% 11
2025
Q4 		$4.35M Buy
8,932
+176
+2% +$88.2K 4.03% 8
2025
Q3 		$4.54M Buy
8,756
+365
+4% +$186K 4.54% 6
2025
Q2 		$4.17M Buy
8,391
+187
+2% +$81.2K 4.62% 6
2025
Q1 		$3.08M Buy
8,204
+187
+2% +$76.2K 3.76% 6
2024
Q4 		$3.41M Buy
8,017
+354
+5% +$151K 3.98% 6
2024
Q3 		$3.3M Buy
7,663
+423
+6% +$181K 3.89% 7
2024
Q2 		$3.24M Buy
7,240
+1,033
+17% +$436K 4.24% 7
2024
Q1 		$2.61M Buy
6,207
+36
+0.6% +$14.6K 3.69% 7
2023
Q4 		$2.32M Sell
6,171
-34
-0.5% -$12.1K 3.42% 8
2023
Q3 		$1.96M Buy
6,205
+160
+3% +$52.9K 3.06% 9
2023
Q2 		$2.06M Sell
6,045
-726
-11% -$228K 2.8% 10
2023
Q1 		$1.95M Sell
6,771
-1,301
-16% -$332K 2.52% 10
2022
Q4 		$1.94M Buy
8,072
+2,402
+42% +$576K 2.08% 13
2022
Q3 		$1.34M Sell
5,670
-62
-1% -$16.4K 1.47% 20
2022
Q2 		$1.47M Sell
5,732
-1,548
-21% -$420K 1.55% 17
2022
Q1 		$2.24M Buy
7,280
+260
+4% +$78.2K 1.74% 17
2021
Q4 		$2.36M Buy
7,020
+190
+3% +$61.6K 1.74% 17
2021
Q3 		$1.93M Buy
6,830
+110
+2% +$32K 1.56% 18
2021
Q2 		$1.82M Sell
6,720
-295
-4% -$75K 1.49% 18
2021
Q1 		$1.65M Buy
7,015
+200
+3% +$46.4K 1.46% 18
2020
Q4 		$1.52M Buy
6,815
+110
+2% +$23.7K 1.41% 19
2020
Q3 		$1.41M Buy
6,705
+3,194
+91% +$671K 1.47% 20
2020
Q2 		$715K Buy
3,511
+1,765
+101% +$320K 0.84% 42
2020
Q1 		$275K Buy
+1,746
New +$287K 0.27% 75

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

Aldebaran Financial's MSFT Position: Q2 2026 in Review

Aldebaran Financial increased its Microsoft (MSFT) stake by 3.8% in Q2 2026, buying an estimated $142K and bringing the position to 9,609 shares worth $3.58M. The position accounts for 2.91% of the portfolio, ranked #11.

Aldebaran Financial first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.54M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aldebaran Financial held 9,609 shares of Microsoft worth $3.58M as of Q2 2026.
  • Aldebaran Financial bought 352 Microsoft shares in Q2 2026, an estimated $142K.
  • Microsoft made up 2.91% of Aldebaran Financial's portfolio in Q2 2026, its #11 holding.
  • Aldebaran Financial first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Aldebaran Financial's Microsoft position peaked at $4.54M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aldebaran Financial's 13F filing for Q2 2026, filed 13 Aug 2026.