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Allen Mooney & Barnes Investment Advisors’s Microsoft MSFT Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$16.9M Sell
45,178
-2,002
-4% -$810K 2.56% 11
2026
Q1 		$17.5M Buy
47,180
+551
+1% +$231K 2.51% 9
2025
Q4 		$22.6M Buy
46,629
+312
+0.7% +$156K 3.39% 3
2025
Q3 		$24M Sell
46,317
-935
-2% -$477K 3.74% 3
2025
Q2 		$23.5M Buy
47,252
+464
+1% +$202K 3.86% 4
2025
Q1 		$17.6M Sell
46,788
-12,296
-21% -$5.01M 2.86% 7
2024
Q4 		$24.9M Buy
59,084
+1,442
+3% +$614K 4.2% 3
2024
Q3 		$24.8M Sell
57,642
-943
-2% -$403K 4.22% 2
2024
Q2 		$26.2M Buy
58,585
+44,012
+302% +$18.6M 4.68% 3
2024
Q1 		$6.24M Sell
14,573
-42,016
-74% -$17M 1.2% 30
2023
Q4 		$21.3M Buy
56,589
+1,602
+3% +$570K 4.05% 2
2023
Q3 		$17.4M Buy
54,987
+1,360
+3% +$449K 3.7% 4
2023
Q2 		$18.3M Buy
53,627
+2,954
+6% +$926K 4.04% 2
2023
Q1 		$14.6M Buy
50,673
+1,142
+2% +$291K 3.5% 4
2022
Q4 		$11.9M Buy
49,531
+1,413
+3% +$339K 2.85% 4
2022
Q3 		$11.2M Buy
48,118
+2,351
+5% +$621K 3% 3
2022
Q2 		$11.8M Buy
45,767
+1,410
+3% +$383K 3.01% 5
2022
Q1 		$13.7M Buy
+44,357
New +$13.3M 3.03% 3

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's MSFT Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Microsoft (MSFT) stake by 4.2% in Q2 2026, selling an estimated $810K and leaving 45,178 shares worth $16.9M. The position accounts for 2.56% of the portfolio, ranked #11.

Allen Mooney & Barnes Investment Advisors first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $26.2M in Q2 2024. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 45,178 shares of Microsoft worth $16.9M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 2,002 Microsoft shares in Q2 2026, an estimated $810K.
  • Microsoft made up 2.56% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Microsoft position peaked at $26.2M in Q2 2024.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.