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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
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 		$3.63M 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Apollon Wealth Management's MSFT Position: Q2 2026 in Review

Apollon Wealth Management increased its Microsoft (MSFT) stake by 3.3% in Q2 2026, buying an estimated $5.35M and bringing the position to 411,898 shares worth $154M. The position accounts for 1.87% of the portfolio, ranked #5.

Apollon Wealth Management first reported a position in MSFT in Q2 2019 and has held it in 29 quarters since. The position peaked at $190M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Apollon Wealth Management held 411,898 shares of Microsoft worth $154M as of Q2 2026.
  • Apollon Wealth Management bought 13,219 Microsoft shares in Q2 2026, an estimated $5.35M.
  • Microsoft made up 1.87% of Apollon Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Apollon Wealth Management first reported a position in Microsoft in Q2 2019 and has held it in 29 quarters since.
  • Apollon Wealth Management's Microsoft position peaked at $190M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.