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Arbor Wealth Advisors’s Microsoft MSFT Stock Holding History

Arbor Wealth 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 		$1.22M Buy
3,278
+115
+4% +$46.5K 0.75% 20
2026
Q1 		$1.17M Hold
3,163
– – 0.82% 21
2025
Q4 		$1.53M Hold
3,163
– – 1.09% 17
2025
Q3 		$1.64M Hold
3,163
– – 1.22% 15
2025
Q2 		$1.57M Hold
3,163
– – 1.28% 15
2025
Q1 		$1.19M Hold
3,163
– – 1.06% 17
2024
Q4 		$1.33M Buy
3,163
+923
+41% +$393K 1.19% 17
2024
Q3 		$964K Hold
2,240
– – 0.87% 18
2024
Q2 		$1M Sell
2,240
-25
-1% -$10.6K 0.99% 18
2024
Q1 		$953K Hold
2,265
– – 0.9% 20
2023
Q4 		$852K Buy
+2,265
New +$806K 0.88% 20

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Arbor Wealth Advisors's MSFT Position: Q2 2026 in Review

Arbor Wealth Advisors increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $46.5K and bringing the position to 3,278 shares worth $1.22M. The position accounts for 0.75% of the portfolio, ranked #20.

Arbor Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.64M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Arbor Wealth Advisors held 3,278 shares of Microsoft worth $1.22M as of Q2 2026.
  • Arbor Wealth Advisors bought 115 Microsoft shares in Q2 2026, an estimated $46.5K.
  • Microsoft made up 0.75% of Arbor Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Arbor Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Arbor Wealth Advisors's Microsoft position peaked at $1.64M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.