Ballew Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Buy |
2,887
+10
| +0.3% | +$4.05K | 0.58% | 38 |
|
|
2026
Q1 | $1.07M | Sell |
2,877
-22
| -0.8% | -$9.21K | 0.61% | 41 |
|
|
2025
Q4 | $1.36M | Buy |
2,899
+20
| +0.7% | +$10K | 0.77% | 28 |
|
|
2025
Q3 | $1.48M | Buy |
2,879
+233
| +9% | +$119K | 0.83% | 27 |
|
|
2025
Q2 | $1.32M | Buy |
2,646
+109
| +4% | +$47.3K | 0.78% | 28 |
|
|
2025
Q1 | $985K | Buy |
2,537
+39
| +2% | +$15.9K | 0.66% | 35 |
|
|
2024
Q4 | $1.04M | Buy |
2,498
+97
| +4% | +$41.3K | 0.67% | 34 |
|
|
2024
Q3 | $1M | Buy |
2,401
+20
| +0.8% | +$8.55K | 0.67% | 36 |
|
|
2024
Q2 | $1.08M | Buy |
2,381
+53
| +2% | +$22.4K | 0.72% | 35 |
|
|
2024
Q1 | $985K | Buy |
2,328
+60
| +3% | +$24.3K | 0.68% | 40 |
|
|
2023
Q4 | $885K | Sell |
2,268
-29
| -1% | -$10.3K | 0.67% | 39 |
|
|
2023
Q3 | $733K | Sell |
2,297
-22
| -0.9% | -$7.27K | 0.6% | 49 |
|
|
2023
Q2 | $771K | Hold |
2,319
| – | – | 0.56% | 51 |
|
|
2023
Q1 | $779K | Buy |
2,319
+311
| +15% | +$79.3K | 0.57% | 49 |
|
|
2022
Q4 | $479K | Sell |
2,008
-127
| -6% | -$30.5K | 0.37% | 63 |
|
|
2022
Q3 | $489K | Buy |
2,135
+52
| +2% | +$13.7K | 0.44% | 54 |
|
|
2022
Q2 | $529K | Sell |
2,083
-57
| -3% | -$15.5K | 0.48% | 49 |
|
|
2022
Q1 | $616K | Buy |
2,140
+556
| +35% | +$167K | 0.47% | 49 |
|
|
2021
Q4 | $491K | Buy |
1,584
+10
| +0.6% | +$3.24K | 0.34% | 69 |
|
|
2021
Q3 | $464K | Buy |
1,574
+92
| +6% | +$26.8K | 0.34% | 67 |
|
|
2021
Q2 | $417K | Sell |
1,482
-1,520
| -51% | -$386K | 0.29% | 77 |
|
|
2021
Q1 | $728K | Buy |
3,002
+1,512
| +101% | +$351K | 0.27% | 77 |
|
|
2020
Q4 | $324K | Sell |
1,490
-5
| -0.3% | -$1.07K | 0.25% | 79 |
|
|
2020
Q3 | $314K | Buy |
1,495
+23
| +2% | +$4.83K | 0.27% | 67 |
|
|
2020
Q2 | $307K | Buy |
1,472
+117
| +9% | +$21.2K | 0.3% | 67 |
|
|
2020
Q1 | $214K | Sell |
1,355
-384
| -22% | -$63.1K | 0.24% | 66 |
|
|
2019
Q4 | $282K | Buy |
1,739
+16
| +0.9% | +$2.35K | 0.24% | 77 |
|
|
2019
Q3 | $234K | Sell |
1,723
-50
| -3% | -$6.88K | 0.21% | 81 |
|
|
2019
Q2 | $246K | Sell |
1,773
-507
| -22% | -$64.4K | 0.22% | 81 |
|
|
2019
Q1 | $292K | Buy |
2,280
+230
| +11% | +$25.1K | 0.27% | 74 |
|
|
2018
Q4 | $217K | Buy |
2,050
+143
| +7% | +$15.3K | 0.2% | 83 |
|
|
2018
Q3 | $204K | Buy |
1,907
+50
| +3% | +$5.42K | 0.19% | 84 |
|
|
2018
Q2 | $183K | Buy |
1,857
+65
| +4% | +$6.3K | 0.21% | 83 |
|
|
2018
Q1 | $164K | Buy |
+1,792
| New | +$164K | 0.14% | 96 |
|
Other funds holding MSFT
ATO
UBP
Ballew Advisors's MSFT Position: Q2 2026 in Review
Ballew Advisors increased its Microsoft (MSFT) stake by 0.35% in Q2 2026, buying an estimated $4.05K and bringing the position to 2,887 shares worth $1.13M. The position accounts for 0.58% of the portfolio, ranked #38.
Ballew Advisors first reported a position in MSFT in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.48M in Q3 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Ballew Advisors held 2,887 shares of Microsoft worth $1.13M as of Q2 2026.
- Ballew Advisors bought 10 Microsoft shares in Q2 2026, an estimated $4.05K.
- Microsoft made up 0.58% of Ballew Advisors's portfolio in Q2 2026, its #38 holding.
- Ballew Advisors first reported a position in Microsoft in Q1 2018 and has held it in 34 quarters since.
- Ballew Advisors's Microsoft position peaked at $1.48M in Q3 2025.
- 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.