Avalon Advisory Group’s Microsoft MSFT Stock Holding History

Avalon 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	$401K	Hold	1,074	–	–	0.15%	10
2026 Q1	$398K	Hold	1,074	–	–	0.16%	9
2025 Q4	$519K	Sell	1,074 -285	-21%	-$143K	0.21%	9
2025 Q3	$704K	Hold	1,359	–	–	0.29%	13
2025 Q2	$676K	Sell	1,359 -22	-2%	-$9.55K	0.29%	12
2025 Q1	$518K	Hold	1,381	–	–	0.24%	13
2024 Q4	$582K	Hold	1,381	–	–	0.27%	12
2024 Q3	$594K	Hold	1,381	–	–	0.27%	12
2024 Q2	$617K	Hold	1,381	–	–	0.29%	11
2024 Q1	$581K	Buy	+1,381	New	+$559K	0.28%	10
2022 Q4	–	Sell	-1,495	Closed	-$348K	–	9
2022 Q3	$348K	Buy	1,495 +74	+5%	+$19.5K	0.22%	8
2022 Q2	$365K	Buy	+1,421	New	+$386K	0.22%	8

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

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

Avalon Advisory Group held its Microsoft (MSFT) position steady in Q2 2026 at 1,074 shares worth $401K. The position accounts for 0.15% of the portfolio, ranked #10.

Avalon Advisory Group first reported a position in MSFT in Q2 2022 and has held it in 12 quarters since. The position peaked at $704K in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Avalon Advisory Group held 1,074 shares of Microsoft worth $401K as of Q2 2026.
Avalon Advisory Group left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.15% of Avalon Advisory Group's portfolio in Q2 2026, its #10 holding.
Avalon Advisory Group first reported a position in Microsoft in Q2 2022 and has held it in 12 quarters since.
Avalon Advisory Group's Microsoft position peaked at $704K in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Avalon Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.