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Aufman Associates’s Microsoft MSFT Stock Holding History

Aufman Associates’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 		$1.23M Sell
3,287
-1
-0% -$405 0.49% 16
2026
Q1 		$1.22M Buy
3,288
+1
+0% +$418 0.6% 15
2025
Q4 		$1.59M Sell
3,287
-17
-0.5% -$8.52K 0.81% 13
2025
Q3 		$1.71M Sell
3,304
-49
-1% -$25K 0.96% 13
2025
Q2 		$1.67M Buy
3,353
+219
+7% +$95.1K 1.03% 13
2025
Q1 		$1.18M Sell
3,134
-23
-0.7% -$9.38K 0.81% 14
2024
Q4 		$1.33M Sell
3,157
-16
-0.5% -$6.82K 0.9% 13
2024
Q3 		$1.37M Buy
3,173
+795
+33% +$340K 0.88% 14
2024
Q2 		$1.06M Buy
2,378
+164
+7% +$69.3K 0.76% 14
2024
Q1 		$931K Sell
2,214
-113
-5% -$45.7K 0.66% 14
2023
Q4 		$875K Sell
2,327
-73
-3% -$26K 0.66% 14
2023
Q3 		$758K Sell
2,400
-42
-2% -$13.9K 0.64% 16
2023
Q2 		$832K Sell
2,442
-126
-5% -$39.5K 0.69% 15
2023
Q1 		$740K Buy
2,568
+4
+0.2% +$1.02K 0.63% 15
2022
Q4 		$615K Buy
2,564
+31
+1% +$7.44K 0.57% 14
2022
Q3 		$590K Buy
2,533
+1
+0% +$264 0.62% 14
2022
Q2 		$650K Buy
2,532
+6
+0.2% +$1.63K 0.62% 13
2022
Q1 		$779K Sell
2,526
-432
-15% -$130K 0.61% 15
2021
Q4 		$995K Sell
2,958
-347
-10% -$113K 0.74% 14
2021
Q3 		$932K Sell
3,305
-24
-0.7% -$6.98K 0.77% 14
2021
Q2 		$902K Sell
3,329
-1,390
-29% -$353K 0.7% 15
2021
Q1 		$1.11M Buy
4,719
+251
+6% +$58.2K 0.93% 13
2020
Q4 		$994K Sell
4,468
-270
-6% -$58.1K 0.89% 13
2020
Q3 		$996K Sell
4,738
-240
-5% -$50.4K 1.07% 13
2020
Q2 		$1.01M Sell
4,978
-74
-1% -$13.4K 1.15% 13
2020
Q1 		$797K Sell
5,052
-561
-10% -$92.3K 1.1% 12
2019
Q4 		$885K Buy
+5,613
New +$825K 0.91% 11

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

Aufman Associates's MSFT Position: Q2 2026 in Review

Aufman Associates reduced its Microsoft (MSFT) stake by 0.03% in Q2 2026, selling an estimated $405 and leaving 3,287 shares worth $1.23M. The position accounts for 0.49% of the portfolio, ranked #16.

Aufman Associates first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.71M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aufman Associates held 3,287 shares of Microsoft worth $1.23M as of Q2 2026.
  • Aufman Associates sold 1 Microsoft share in Q2 2026, an estimated $405.
  • Microsoft made up 0.49% of Aufman Associates's portfolio in Q2 2026, its #16 holding.
  • Aufman Associates first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Aufman Associates's Microsoft position peaked at $1.71M in Q3 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.