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Archford Capital Strategies’s Microsoft MSFT Stock Holding History

Archford Capital Strategies’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 		$25.4M Buy
68,089
+1,566
+2% +$634K 2.57% 6
2026
Q1 		$24.6M Buy
66,523
+2,808
+4% +$1.17M 2.82% 5
2025
Q4 		$30.8M Buy
63,715
+923
+1% +$463K 3.59% 2
2025
Q3 		$32.5M Buy
62,792
+940
+2% +$480K 3.87% 2
2025
Q2 		$30.8M Buy
61,852
+5,172
+9% +$2.25M 3.93% 2
2025
Q1 		$21.3M Buy
56,680
+8,199
+17% +$3.34M 3.12% 4
2024
Q4 		$20.4M Buy
48,481
+1,436
+3% +$612K 3.09% 4
2024
Q3 		$19.7M Buy
47,045
+519
+1% +$222K 2.97% 4
2024
Q2 		$20.8M Buy
46,526
+881
+2% +$372K 3.37% 4
2024
Q1 		$19.2M Buy
45,645
+423
+0.9% +$171K 3.22% 4
2023
Q4 		$17M Sell
45,222
-4,783
-10% -$1.7M 3.11% 4
2023
Q3 		$15.8M Buy
50,005
+734
+1% +$243K 3.16% 4
2023
Q2 		$17M Sell
49,271
-192
-0.4% -$60.2K 3.23% 4
2023
Q1 		$14.1M Buy
49,463
+2,762
+6% +$705K 2.93% 5
2022
Q4 		$11.2M Buy
46,701
+272
+0.6% +$65.3K 2.58% 5
2022
Q3 		$10.8M Buy
46,429
+3,762
+9% +$993K 2.79% 5
2022
Q2 		$11M Buy
42,667
+505
+1% +$137K 2.75% 5
2022
Q1 		$13.1M Buy
42,162
+2,838
+7% +$854K 2.92% 4
2021
Q4 		$13.2M Sell
39,324
-855
-2% -$277K 3.02% 3
2021
Q3 		$11.3M Buy
40,179
+1,961
+5% +$571K 2.67% 4
2021
Q2 		$10.4M Sell
38,218
-1,436
-4% -$365K 2.59% 4
2021
Q1 		$10.3M Sell
39,654
-25,592
-39% -$5.94M 2.73% 3
2020
Q4 		$14.3M Buy
65,246
+133
+0.2% +$28.6K 3.29% 2
2020
Q3 		$13.7M Sell
65,113
-303
-0.5% -$63.6K 3.67% 2
2020
Q2 		$13.3M Buy
65,416
+1,086
+2% +$197K 3.96% 2
2020
Q1 		$10.1M Buy
64,330
+5,133
+9% +$844K 3.96% 1
2019
Q4 		$9.34M Buy
59,197
+652
+1% +$95.8K 3.22% 2
2019
Q3 		$8.14M Buy
58,545
+931
+2% +$128K 3.04% 4
2019
Q2 		$7.72M Buy
57,614
+6,357
+12% +$807K 2.81% 4
2019
Q1 		$6.04M Buy
51,257
+1,760
+4% +$192K 2.23% 4
2018
Q4 		$5.03M Buy
49,497
+1,979
+4% +$212K 2.02% 4
2018
Q3 		$5.43M Sell
47,518
-4,409
-8% -$478K 1.98% 5
2018
Q2 		$5.12M Sell
51,927
-6,195
-11% -$600K 1.8% 8
2018
Q1 		$4.97M Buy
58,122
+123
+0.2% +$11.2K 2.07% 11
2017
Q4 		$4.96M Sell
57,999
-2,167
-4% -$178K 1.85% 11
2017
Q3 		$4.48M Sell
60,166
-1,258
-2% -$91.9K 1.68% 9
2017
Q2 		$4.23M Sell
61,424
-2,078
-3% -$143K 1.67% 9
2017
Q1 		$4.18M Sell
63,502
-7,451
-11% -$478K 1.58% 8
2016
Q4 		$4.41M Buy
70,953
+4,994
+8% +$300K 1.86% 5
2016
Q3 		$3.8M Buy
65,959
+43,089
+188% +$2.43M 1.57% 8
2016
Q2 		$1.17M Sell
22,870
-31,476
-58% -$1.64M 0.62% 47
2016
Q1 		$3M Sell
54,346
-8,888
-14% -$466K 1.44% 11
2015
Q4 		$3.23M Buy
63,234
+60,452
+2,173% +$3.18M 1.47% 10
2015
Q3 		$123K Hold
2,782
– – 0.09% 137
2015
Q2 		$123K Sell
2,782
-279
-9% -$12.7K 0.09% 139
2015
Q1 		$124K Sell
3,061
-20,900
-87% -$910K 0.09% 143
2014
Q4 		$1.11M Buy
23,961
+4,975
+26% +$234K 0.82% 30
2014
Q3 		$880K Buy
18,986
+15,529
+449% +$693K 0.7% 35
2014
Q2 		$144K Sell
3,457
-763
-18% -$30.9K 0.11% 138
2014
Q1 		$173K Buy
+4,220
New +$158K 0.14% 126

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

Archford Capital Strategies's MSFT Position: Q2 2026 in Review

Archford Capital Strategies increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $634K and bringing the position to 68,089 shares worth $25.4M. The position accounts for 2.57% of the portfolio, ranked #6.

Archford Capital Strategies first reported a position in MSFT in Q1 2014 and has held it in 50 quarters since. The position peaked at $32.5M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Archford Capital Strategies held 68,089 shares of Microsoft worth $25.4M as of Q2 2026.
  • Archford Capital Strategies bought 1,566 Microsoft shares in Q2 2026, an estimated $634K.
  • Microsoft made up 2.57% of Archford Capital Strategies's portfolio in Q2 2026, its #6 holding.
  • Archford Capital Strategies first reported a position in Microsoft in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's Microsoft position peaked at $32.5M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.