Arlington Trust’s Microsoft MSFT Stock Holding History

Arlington Trust’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	$2.82M	Buy	7,547 +715	+10%	+$289K	0.24%	17
2026 Q1	$2.53M	Sell	6,832 -1,126	-14%	-$471K	0.22%	21
2025 Q4	$3.85M	Sell	7,958 -20,318	-72%	-$10.2M	0.39%	13
2025 Q3	$14.6M	Buy	28,276 +190	+0.7%	+$96.9K	2.64%	9
2025 Q2	$14M	Buy	28,086 +204	+0.7%	+$88.6K	2.73%	8
2025 Q1	$10.5M	Sell	27,882 -165	-0.6%	-$67.3K	2.22%	9
2024 Q4	$11.8M	Buy	28,047 +470	+2%	+$200K	2.48%	8
2024 Q3	$11.9M	Buy	27,577 +79	+0.3%	+$33.8K	2.58%	8
2024 Q2	$12.3M	Sell	27,498 -2,940	-10%	-$1.24M	2.89%	8
2024 Q1	$12.8M	Sell	30,438 -976	-3%	-$395K	3.29%	5
2023 Q4	$11.8M	Buy	31,414 +14,046	+81%	+$5M	3.31%	6
2023 Q3	$5.48M	Buy	+17,368	New	+$5.74M	2.25%	6

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arlington Trust's MSFT Position: Q2 2026 in Review

Arlington Trust increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $289K and bringing the position to 7,547 shares worth $2.82M. The position accounts for 0.24% of the portfolio, ranked #17.

Arlington Trust first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.6M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Arlington Trust held 7,547 shares of Microsoft worth $2.82M as of Q2 2026.
Arlington Trust bought 715 Microsoft shares in Q2 2026, an estimated $289K.
Microsoft made up 0.24% of Arlington Trust's portfolio in Q2 2026, its #17 holding.
Arlington Trust first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
Arlington Trust's Microsoft position peaked at $14.6M in Q3 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.