Bauman Advisory Group’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
$991K Buy
2,656
+313
+13% +$127K 0.52% 29
2026
Q1
$867K Sell
2,343
-14
-0.6% -$5.86K 0.61% 28
2025
Q4
$1.14M Buy
+2,357
New +$1.18M 0.92% 21

Other funds holding MSFT

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

Bauman Advisory Group increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $127K and bringing the position to 2,656 shares worth $991K. The position accounts for 0.52% of the portfolio, ranked #29.

Bauman Advisory Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bauman Advisory Group held 2,656 shares of Microsoft worth $991K as of Q2 2026.
  • Bauman Advisory Group bought 313 Microsoft shares in Q2 2026, an estimated $127K.
  • Microsoft made up 0.52% of Bauman Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Bauman Advisory Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Bauman Advisory Group's Microsoft position peaked at $1.14M in Q4 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.