Allied Investment Advisors’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 | $25.4M | Buy |
68,125
+1,984
| +3% | +$803K | 3.19% | 3 |
|
|
2026
Q1 | $24.5M | Buy |
66,141
+1,757
| +3% | +$735K | 3.51% | 4 |
|
|
2025
Q4 | $31.1M | Buy |
64,384
+324
| +0.5% | +$162K | 4.81% | 3 |
|
|
2025
Q3 | $33.2M | Buy |
64,060
+1,783
| +3% | +$910K | 5.28% | 3 |
|
|
2025
Q2 | $31M | Sell |
62,277
-135
| -0.2% | -$58.6K | 5.42% | 3 |
|
|
2025
Q1 | $23.4M | Buy |
62,412
+1,310
| +2% | +$534K | 4.44% | 3 |
|
|
2024
Q4 | $25.8M | Sell |
61,102
-520
| -0.8% | -$221K | 5.19% | 3 |
|
|
2024
Q3 | $26.5M | Buy |
61,622
+63
| +0.1% | +$26.9K | 5.25% | 3 |
|
|
2024
Q2 | $27.5M | Buy |
61,559
+31
| +0.1% | +$13.1K | 6.46% | 2 |
|
|
2024
Q1 | $25.9M | Sell |
61,528
-191
| -0.3% | -$77.3K | 6.25% | 2 |
|
|
2023
Q4 | $23.2M | Sell |
61,719
-103
| -0.2% | -$36.7K | 6.31% | 2 |
|
|
2023
Q3 | $19.5M | Sell |
61,822
-321
| -0.5% | -$106K | 5.84% | 2 |
|
|
2023
Q2 | $21.2M | Buy |
62,143
+367
| +0.6% | +$115K | 6.13% | 2 |
|
|
2023
Q1 | $17.8M | Buy |
61,776
+712
| +1% | +$182K | 5.52% | 2 |
|
|
2022
Q4 | $14.6M | Buy |
61,064
+883
| +1% | +$212K | 4.58% | 2 |
|
|
2022
Q3 | $14M | Buy |
60,181
+807
| +1% | +$213K | 5.23% | 2 |
|
|
2022
Q2 | $15.2M | Buy |
59,374
+457
| +0.8% | +$124K | 5.47% | 2 |
|
|
2022
Q1 | $18.2M | Buy |
58,917
+1,629
| +3% | +$490K | 5.92% | 2 |
|
|
2021
Q4 | $19.3M | Sell |
57,288
-676
| -1% | -$219K | 6.59% | 2 |
|
|
2021
Q3 | $16.3M | Sell |
57,964
-460
| -0.8% | -$134K | 6.18% | 2 |
|
|
2021
Q2 | $15.8M | Buy |
58,424
+592
| +1% | +$150K | 5.96% | 2 |
|
|
2021
Q1 | $13.6M | Sell |
57,832
-1,138
| -2% | -$264K | 5.84% | 2 |
|
|
2020
Q4 | $13.1M | Sell |
58,970
-43
| -0.1% | -$9.25K | 6.3% | 2 |
|
|
2020
Q3 | $12.4M | Sell |
59,013
-2,327
| -4% | -$489K | 6.68% | 2 |
|
|
2020
Q2 | $12.5M | Sell |
61,340
-4,856
| -7% | -$881K | 7.19% | 2 |
|
|
2020
Q1 | $10.4M | Sell |
66,196
-4,338
| -6% | -$713K | 7.54% | 2 |
|
|
2019
Q4 | $11.1M | Sell |
70,534
-3,588
| -5% | -$527K | 6.57% | 2 |
|
|
2019
Q3 | $10.3M | Sell |
74,122
-1,402
| -2% | -$193K | 6.64% | 2 |
|
|
2019
Q2 | $10.1M | Sell |
75,524
-1,676
| -2% | -$213K | 6.79% | 2 |
|
|
2019
Q1 | $9.11M | Sell |
77,200
-2,295
| -3% | -$250K | 6.31% | 3 |
|
|
2018
Q4 | $8.07M | Buy |
79,495
+383
| +0.5% | +$41K | 6.67% | 2 |
|
|
2018
Q3 | $9.05M | Sell |
79,112
-5,445
| -6% | -$590K | 6.72% | 3 |
|
|
2018
Q2 | $8.34M | Sell |
84,557
-3,930
| -4% | -$381K | 6.79% | 2 |
|
|
2018
Q1 | $8.08M | Sell |
88,487
-7,648
| -8% | -$699K | 6.65% | 2 |
|
|
2017
Q4 | $8.22M | Buy |
+96,135
| New | +$7.89M | 6.93% | 2 |
|
Other funds holding MSFT
ATO
Allied Investment Advisors's MSFT Position: Q2 2026 in Review
Allied Investment Advisors increased its Microsoft (MSFT) stake by 3% in Q2 2026, buying an estimated $803K and bringing the position to 68,125 shares worth $25.4M. The position accounts for 3.19% of the portfolio, ranked #3.
Allied Investment Advisors first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $33.2M in Q3 2025. 2,928 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Allied Investment Advisors held 68,125 shares of Microsoft worth $25.4M as of Q2 2026.
- Allied Investment Advisors bought 1,984 Microsoft shares in Q2 2026, an estimated $803K.
- Microsoft made up 3.19% of Allied Investment Advisors's portfolio in Q2 2026, its #3 holding.
- Allied Investment Advisors first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Allied Investment Advisors's Microsoft position peaked at $33.2M in Q3 2025.
- 2,928 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.