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Axiom Financial Strategies’s Microsoft MSFT Stock Holding History

Axiom Financial 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 		$375K Buy
1,004
+14
+1% +$5.66K 0.12% 26
2026
Q1 		$366K Hold
990
– – 0.13% 21
2025
Q4 		$479K Sell
990
-95
-9% -$47.6K 0.2% 33
2025
Q3 		$562K Sell
1,085
-370
-25% -$189K 0.24% 32
2025
Q2 		$724K Sell
1,455
-1,169
-45% -$508K 0.4% 22
2025
Q1 		$985K Buy
2,624
+48
+2% +$19.6K 0.58% 21
2024
Q4 		$1.09M Buy
2,576
+53
+2% +$22.6K 0.61% 23
2024
Q3 		$1.09M Buy
2,523
+1,919
+318% +$820K 0.57% 23
2024
Q2 		$270K Sell
604
-1,608
-73% -$679K 0.18% 25
2024
Q1 		$931K Sell
2,212
-79
-3% -$32K 0.59% 23
2023
Q4 		$862K Sell
2,291
-532
-19% -$189K 0.56% 24
2023
Q3 		$891K Sell
2,823
-70
-2% -$23.1K 0.6% 24
2023
Q2 		$985K Sell
2,893
-76
-3% -$23.8K 0.57% 26
2023
Q1 		$856K Sell
2,969
-27
-0.9% -$6.89K 0.48% 25
2022
Q4 		$719K Sell
2,996
-1,989
-40% -$477K 0.45% 27
2022
Q3 		$1.16M Buy
4,985
+199
+4% +$52.5K 0.62% 26
2022
Q2 		$1.23M Sell
4,786
-12
-0.3% -$3.26K 0.65% 26
2022
Q1 		$1.33M Buy
4,798
+33
+0.7% +$9.93K 0.67% 26
2021
Q4 		$1.6M Sell
4,765
-35
-0.7% -$11.3K 0.73% 24
2021
Q3 		$1.35M Hold
4,800
– – 0.64% 29
2021
Q2 		$1.3M Buy
4,800
+46
+1% +$11.7K 0.6% 25
2021
Q1 		$1.12M Buy
4,754
+137
+3% +$31.8K 0.55% 28
2020
Q4 		$971K Hold
4,617
– – 0.58% 27
2020
Q3 		$971K Sell
4,617
-519
-10% -$109K 0.58% 27
2020
Q2 		$1.04M Buy
5,136
+124
+2% +$22.5K 0.68% 27
2020
Q1 		$790K Buy
+5,012
New +$824K 0.64% 28

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

Axiom Financial Strategies's MSFT Position: Q2 2026 in Review

Axiom Financial Strategies increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $5.66K and bringing the position to 1,004 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #26.

Axiom Financial Strategies first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.6M in Q4 2021. 6,228 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Axiom Financial Strategies held 1,004 shares of Microsoft worth $375K as of Q2 2026.
  • Axiom Financial Strategies bought 14 Microsoft shares in Q2 2026, an estimated $5.66K.
  • Microsoft made up 0.12% of Axiom Financial Strategies's portfolio in Q2 2026, its #26 holding.
  • Axiom Financial Strategies first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Axiom Financial Strategies's Microsoft position peaked at $1.6M in Q4 2021.
  • 6,228 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.