Apollon Wealth Management’s Microsoft MSFT Stock Holding History

Apollon Wealth 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 Q3	$214M	Buy	416,470 +4,572	+1%	+$2.11M	2.45%	4
2026 Q2	$154M	Buy	411,898 +13,219	+3%	+$5.35M	1.87%	5
2026 Q1	$148M	Buy	398,679 +37,050	+10%	+$15.5M	2.4%	4
2025 Q4	$175M	Sell	361,629 -5,697	-2%	-$2.85M	3.03%	4
2025 Q3	$190M	Buy	367,326 +14,783	+4%	+$7.54M	3.38%	4
2025 Q2	$175M	Buy	352,543 +11,301	+3%	+$4.91M	3.46%	4
2025 Q1	$128M	Buy	341,242 +55,947	+20%	+$22.8M	2.82%	4
2024 Q4	$120M	Buy	285,295 +46,111	+19%	+$19.6M	2.77%	4
2024 Q3	$103M	Buy	239,184 +8,319	+4%	+$3.56M	2.91%	4
2024 Q2	$103M	Buy	230,865 +1,096	+0.5%	+$463K	3.14%	4
2024 Q1	$96.7M	Buy	229,769 +3,145	+1%	+$1.27M	3.04%	3
2023 Q4	$85.2M	Buy	226,624 +55,084	+32%	+$19.6M	2.94%	2
2023 Q3	$54.2M	Sell	171,540 -15,258	-8%	-$5.04M	2.72%	3
2023 Q2	$63.6M	Buy	186,798 +34,458	+23%	+$10.8M	3.07%	3
2023 Q1	$43.9M	Sell	152,340 -3,968	-3%	-$1.01M	2.69%	3
2022 Q4	$37.5M	Buy	156,308 +2,688	+2%	+$645K	2.66%	3
2022 Q3	$35.8M	Buy	153,620 +8,759	+6%	+$2.31M	2.95%	3
2022 Q2	$37.2M	Buy	144,861 +298	+0.2%	+$80.9K	3.1%	3
2022 Q1	$44.6M	Sell	144,563 -4,669	-3%	-$1.4M	3.17%	3
2021 Q4	$50.1M	Buy	149,232 +61,158	+69%	+$19.8M	3.75%	1
2021 Q3	$24.8M	Buy	88,074 +33,348	+61%	+$9.7M	3.4%	4
2021 Q2	$14.8M	Sell	54,726 -1,617	-3%	-$411K	2.65%	6
2021 Q1	$13.3M	Buy	56,343 +19,589	+53%	+$4.55M	2.57%	6
2020 Q4	$8.18M	Buy	36,754 +15,009	+69%	+$3.23M	2.22%	10
2020 Q3	$4.57M	Buy	21,745 +3,885	+22%	+$816K	2.05%	8
2020 Q2	$3.64M	Buy	17,860 +13,393	+300%	+$2.43M	2.01%	9
2020 Q1	$705K	Buy	4,467 +1,143	+34%	+$188K	0.72%	30
2019 Q4	$543K	Buy	3,324 +32	+1%	+$4.7K	0.48%	34
2019 Q3	$458K	Buy	3,292 +2,103	+177%	+$289K	0.48%	35
2019 Q2	$159K	Buy	+1,189	New	+$151K	0.18%	52

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Apollon Wealth Management's MSFT Position: Q3 2026 in Review

Apollon Wealth Management increased its Microsoft (MSFT) stake by 1.1% in Q3 2026, buying an estimated $2.11M and bringing the position to 416,470 shares worth $214M. The position accounts for 2.45% of the portfolio, ranked #4.

Apollon Wealth Management first reported a position in MSFT in Q2 2019 and has held it in 30 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Apollon Wealth Management held 416,470 shares of Microsoft worth $214M as of Q3 2026.
Apollon Wealth Management bought 4,572 Microsoft shares in Q3 2026, an estimated $2.11M.
Microsoft made up 2.45% of Apollon Wealth Management's portfolio in Q3 2026, its #4 holding.
Apollon Wealth Management first reported a position in Microsoft in Q2 2019 and has held it in 30 quarters since.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.