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American Institute for Advanced Investment Management’s Microsoft MSFT Stock Holding History

American Institute for Advanced Investment Management’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 		$3.47M Buy
9,309
+10
+0.1% +$4.05K 2.01% 6
2026
Q1 		$3.44M Buy
9,299
+154
+2% +$64.4K 2.23% 6
2025
Q4 		$4.42M Sell
9,145
-80
-0.9% -$40.1K 2.84% 5
2025
Q3 		$4.78M Sell
9,225
-234
-2% -$119K 3.13% 5
2025
Q2 		$4.7M Sell
9,459
-25
-0.3% -$10.9K 3.33% 4
2025
Q1 		$3.56M Sell
9,484
-70
-0.7% -$28.5K 2.72% 6
2024
Q4 		$4.03M Sell
9,554
-97
-1% -$41.3K 3% 5
2024
Q3 		$4.15M Buy
9,651
+10
+0.1% +$4.28K 2.97% 5
2024
Q2 		$4.31M Buy
9,641
+41
+0.4% +$17.3K 3.3% 5
2024
Q1 		$4.04M Sell
9,600
-46
-0.5% -$18.6K 3.19% 5
2023
Q4 		$3.63M Sell
9,646
-316
-3% -$112K 3.2% 5
2023
Q3 		$3.06M Buy
9,962
+255
+3% +$84.3K 2.83% 6
2023
Q2 		$3.31M Buy
9,707
+1,007
+12% +$316K 2.89% 6
2023
Q1 		$2.5M Sell
8,700
-1,502
-15% -$383K 2.66% 9
2022
Q4 		$2.45M Sell
10,202
-299
-3% -$71.8K 2.24% 9
2022
Q3 		$2.45M Sell
10,501
-390
-4% -$103K 2.28% 10
2022
Q2 		$2.8M Buy
10,891
+70
+0.6% +$19K 2.45% 10
2022
Q1 		$3.34M Sell
10,821
-55
-0.5% -$16.5K 2.42% 11
2021
Q4 		$3.66M Buy
10,876
+130
+1% +$42.1K 2.46% 11
2021
Q3 		$3.03M Sell
10,746
-23
-0.2% -$6.69K 2.15% 12
2021
Q2 		$2.92M Buy
10,769
+756
+8% +$192K 2.06% 13
2021
Q1 		$2.36M Sell
10,013
-274
-3% -$63.6K 1.8% 17
2020
Q4 		$2.29M Buy
10,287
+7
+0.1% +$1.5K 1.84% 16
2020
Q3 		$2.16M Sell
10,280
-287
-3% -$60.3K 1.94% 16
2020
Q2 		$2.15M Buy
10,567
+788
+8% +$143K 2.03% 14
2020
Q1 		$1.54M Sell
9,779
-150
-2% -$24.7K 1.67% 19
2019
Q4 		$1.57M Buy
+9,929
New +$1.46M 1.51% 25

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

American Institute for Advanced Investment Management's MSFT Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Microsoft (MSFT) stake by 0.11% in Q2 2026, buying an estimated $4.05K and bringing the position to 9,309 shares worth $3.47M. The position accounts for 2.01% of the portfolio, ranked #6.

American Institute for Advanced Investment Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.78M in Q3 2025. 3,430 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • American Institute for Advanced Investment Management held 9,309 shares of Microsoft worth $3.47M as of Q2 2026.
  • American Institute for Advanced Investment Management bought 10 Microsoft shares in Q2 2026, an estimated $4.05K.
  • Microsoft made up 2.01% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #6 holding.
  • American Institute for Advanced Investment Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Microsoft position peaked at $4.78M in Q3 2025.
  • 3,430 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.