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B.O.S.S. Retirement Advisors’s Microsoft MSFT Stock Holding History

B.O.S.S. Retirement Advisors’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 		$5.2M Buy
13,930
+2,269
+19% +$918K 1.4% 16
2026
Q1 		$4.32M Sell
11,661
-664
-5% -$278K 1.32% 15
2025
Q4 		$5.96M Sell
12,325
-2,824
-19% -$1.42M 1.88% 11
2025
Q3 		$7.85M Sell
15,149
-77
-0.5% -$39.3K 1.88% 7
2025
Q2 		$7.57M Buy
15,226
+2,293
+18% +$996K 1.9% 9
2025
Q1 		$4.85M Sell
12,933
-1,823
-12% -$743K 1.41% 17
2024
Q4 		$6.22M Sell
14,756
-38,260
-72% -$16.3M 1.74% 11
2024
Q3 		$22.8M Buy
53,016
+8,138
+18% +$3.48M 4.59% 2
2024
Q2 		$20.1M Buy
44,878
+4,416
+11% +$1.86M 5.13% 2
2024
Q1 		$15.2M Sell
40,462
-18,947
-32% -$7.67M 5.82% 1
2023
Q4 		$22.3M Buy
59,409
+2,885
+5% +$1.03M 4.33% 1
2023
Q3 		$17.8M Buy
56,524
+2,795
+5% +$924K 3.84% 1
2023
Q2 		$18.3M Sell
53,729
-1,742
-3% -$546K 3.89% 1
2023
Q1 		$16M Buy
55,471
+1,964
+4% +$501K 3.76% 2
2022
Q4 		$12.8M Buy
+53,507
New +$12.8M 3.29% 2

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

B.O.S.S. Retirement Advisors's MSFT Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Microsoft (MSFT) stake by 19% in Q2 2026, buying an estimated $918K and bringing the position to 13,930 shares worth $5.2M. The position accounts for 1.4% of the portfolio, ranked #16.

B.O.S.S. Retirement Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.8M in Q3 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 13,930 shares of Microsoft worth $5.2M as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 2,269 Microsoft shares in Q2 2026, an estimated $918K.
  • Microsoft made up 1.4% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #16 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • B.O.S.S. Retirement Advisors's Microsoft position peaked at $22.8M in Q3 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.