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Aptus Capital Advisors’s Microsoft MSFT Stock Holding History

Aptus Capital Advisors’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 		$1.9M Buy
+5,100
New +$2.06M 0.01% 508
2026
Q1 		– Sell
-4,500
Closed -$2.18M – 1751
2025
Q4 		$2.18M Buy
4,500
+4,300
+2,150% +$2.15M 0.02% 433
2025
Q3 		$104K Buy
+200
New +$102K ﹤0.01% 1115

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aptus Capital Advisors's MSFT Position: Q2 2026 in Review

Aptus Capital Advisors increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $3.77M and bringing the position to 546,081 shares worth $204M. The position accounts for 1.39% of the portfolio, ranked #11.

Aptus Capital Advisors first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $283M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aptus Capital Advisors held 546,081 shares of Microsoft worth $204M as of Q2 2026.
  • Aptus Capital Advisors bought 9,327 Microsoft shares in Q2 2026, an estimated $3.77M.
  • Microsoft made up 1.39% of Aptus Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Aptus Capital Advisors first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • Aptus Capital Advisors's Microsoft position peaked at $283M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.