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Armstrong Advisory Group’s Microsoft MSFT Stock Holding History

Armstrong Advisory Group’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 		$9.96M Sell
26,691
-835
-3% -$338K 0.61% 25
2026
Q1 		$10.2M Sell
27,526
-207
-0.7% -$86.6K 0.68% 25
2025
Q4 		$13.4M Buy
27,733
+302
+1% +$151K 0.91% 24
2025
Q3 		$14.2M Buy
27,431
+186
+0.7% +$94.9K 1% 22
2025
Q2 		$13.6M Sell
27,245
-261
-0.9% -$113K 1.03% 22
2025
Q1 		$11.6M Hold
27,506
– – 0.93% 21
2024
Q4 		$11.6M Buy
27,506
+638
+2% +$272K 0.93% 21
2024
Q3 		$11.6M Buy
26,868
+151
+0.6% +$64.5K 0.96% 21
2024
Q2 		$11.9M Buy
26,717
+737
+3% +$311K 1.06% 19
2024
Q1 		$9.77M Hold
25,980
– – 0.95% 23
2023
Q4 		$9.77M Sell
25,980
-408
-2% -$145K 0.95% 23
2023
Q3 		$8.33M Sell
26,388
-625
-2% -$207K 0.91% 22
2023
Q2 		$9.2M Sell
27,013
-449
-2% -$141K 0.98% 22
2023
Q1 		$7.92M Buy
27,462
+146
+0.5% +$37.2K 0.94% 21
2022
Q4 		$6.55M Buy
+27,316
New +$6.56M 0.86% 25

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

Armstrong Advisory Group's MSFT Position: Q2 2026 in Review

Armstrong Advisory Group reduced its Microsoft (MSFT) stake by 3% in Q2 2026, selling an estimated $338K and leaving 26,691 shares worth $9.96M. The position accounts for 0.61% of the portfolio, ranked #25.

Armstrong Advisory Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.2M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Armstrong Advisory Group held 26,691 shares of Microsoft worth $9.96M as of Q2 2026.
  • Armstrong Advisory Group sold 835 Microsoft shares in Q2 2026, an estimated $338K.
  • Microsoft made up 0.61% of Armstrong Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Armstrong Advisory Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's Microsoft position peaked at $14.2M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.