AmeriFlex Group’s Microsoft MSFT Stock Holding History

AmeriFlex Group’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	$3.13M	Sell	8,385 -1,144	-12%	-$463K	1.28%	12
2026 Q1	$3.53M	Buy	9,529 +1,428	+18%	+$598K	1.79%	6
2025 Q4	$3.92M	Sell	8,101 -4,423	-35%	-$2.22M	2.03%	5
2025 Q3	$6.49M	Buy	12,524 +600	+5%	+$306K	2.43%	4
2025 Q2	$5.93M	Sell	11,924 -3,292	-22%	-$1.43M	3.12%	4
2025 Q1	$5.71M	Buy	15,216 +705	+5%	+$287K	2.34%	4
2024 Q4	$6.02M	Buy	+14,511	New	+$6.18M	2.76%	4

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AmeriFlex Group's MSFT Position: Q2 2026 in Review

AmeriFlex Group reduced its Microsoft (MSFT) stake by 12% in Q2 2026, selling an estimated $463K and leaving 8,385 shares worth $3.13M. The position accounts for 1.28% of the portfolio, ranked #12.

AmeriFlex Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.49M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

AmeriFlex Group held 8,385 shares of Microsoft worth $3.13M as of Q2 2026.
AmeriFlex Group sold 1,144 Microsoft shares in Q2 2026, an estimated $463K.
Microsoft made up 1.28% of AmeriFlex Group's portfolio in Q2 2026, its #12 holding.
AmeriFlex Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Microsoft position peaked at $6.49M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.