American Financial 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
$1.47M Sell
3,930
-237
-6% -$95.9K 0.18% 59
2026
Q1
$1.54M Sell
4,167
-25
-0.6% -$10.5K 0.21% 52
2025
Q4
$2.03M Buy
4,192
+3
+0.1% +$1.5K 0.26% 41
2025
Q3
$2.17M Sell
4,189
-41
-1% -$20.9K 0.28% 40
2025
Q2
$2.1M Sell
4,230
-21
-0.5% -$9.12K 0.29% 39
2025
Q1
$1.6M Sell
4,251
-183
-4% -$74.6K 0.23% 46
2024
Q4
$1.87M Sell
4,434
-50
-1% -$21.3K 0.26% 42
2024
Q3
$1.93M Sell
4,484
-351
-7% -$150K 0.26% 43
2024
Q2
$2.16M Buy
4,835
+138
+3% +$58.3K 0.31% 41
2024
Q1
$1.98M Buy
4,697
+390
+9% +$158K 0.28% 43
2023
Q4
$1.62M Buy
4,307
+19
+0.4% +$6.76K 0.24% 44
2023
Q3
$1.35M Buy
4,288
+227
+6% +$75K 0.21% 48
2023
Q2
$1.38M Buy
4,061
+16
+0.4% +$5.01K 0.22% 50
2023
Q1
$1.17M Buy
4,045
+121
+3% +$30.9K 0.19% 52
2022
Q4
$941K Buy
3,924
+63
+2% +$15.1K 0.16% 56
2022
Q3
$899K Sell
3,861
-34
-0.9% -$8.98K 0.16% 55
2022
Q2
$1M Sell
3,895
-2,055
-35% -$558K 0.27% 33
2022
Q1
$1.83M Buy
5,950
+51
+0.9% +$15.3K 0.25% 45
2021
Q4
$1.98M Sell
5,899
-21
-0.4% -$6.81K 0.25% 42
2021
Q3
$1.67M Sell
5,920
-20
-0.3% -$5.82K 0.22% 43
2021
Q2
$1.61M Sell
5,940
-7
-0.1% -$1.78K 0.22% 48
2021
Q1
$1.4M Sell
5,947
-2
-0% -$464 0.21% 50
2020
Q4
$1.32M Buy
5,949
+133
+2% +$28.6K 0.19% 53
2020
Q3
$1.22M Sell
5,816
-100
-2% -$21K 0.2% 51
2020
Q2
$1.19M Sell
5,916
-204
-3% -$37K 0.19% 51
2020
Q1
$1.06M Sell
6,120
-82
-1% -$13.5K 0.19% 52
2019
Q4
$854K Buy
6,202
+35
+0.6% +$5.14K 0.15% 48
2019
Q3
$857K Sell
6,167
-806
-12% -$111K 0.16% 50
2019
Q2
$934K Sell
6,973
-245
-3% -$31.1K 0.18% 48
2019
Q1
$851K Buy
7,218
+207
+3% +$22.6K 0.17% 51
2018
Q4
$712K Buy
+7,011
New +$751K 0.16% 50

Other funds holding MSFT

American Financial Advisors's MSFT Position: Q2 2026 in Review

American Financial Advisors reduced its Microsoft (MSFT) stake by 5.7% in Q2 2026, selling an estimated $95.9K and leaving 3,930 shares worth $1.47M. The position accounts for 0.18% of the portfolio, ranked #59.

American Financial Advisors first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.17M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • American Financial Advisors held 3,930 shares of Microsoft worth $1.47M as of Q2 2026.
  • American Financial Advisors sold 237 Microsoft shares in Q2 2026, an estimated $95.9K.
  • Microsoft made up 0.18% of American Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • American Financial Advisors first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • American Financial Advisors's Microsoft position peaked at $2.17M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.