BCM Advisors’s Microsoft MSFT Stock Holding History

BCM 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	$393K	Sell	1,030 -337	-25%	-$136K	0.08%	64
2026 Q1	$565K	Sell	1,367 -113	-8%	-$47.3K	0.11%	54
2025 Q4	$690K	Buy	1,480 +10	+0.7%	+$5.01K	0.13%	51
2025 Q3	$797K	Buy	1,470 +3	+0.2%	+$1.53K	0.16%	47
2025 Q2	$752K	Hold	1,467	–	–	0.16%	48
2025 Q1	$639K	Sell	1,467 -4	-0.3%	-$1.63K	0.14%	51
2024 Q4	$608K	Buy	1,471 +76	+5%	+$32.4K	0.14%	51
2024 Q3	$570K	Sell	1,395 -84	-6%	-$35.9K	0.13%	52
2024 Q2	$617K	Sell	1,479 -105	-7%	-$44.3K	0.15%	49
2024 Q1	$648K	Buy	1,584 +1,010	+176%	+$409K	0.16%	49
2023 Q4	$235K	Hold	574	–	–	0.06%	58
2023 Q3	$208K	Sell	574 -55	-9%	-$18.2K	0.06%	59
2023 Q2	$216K	Buy	+629	New	+$197K	0.06%	57
2022 Q1	–	Sell	-647	Closed	-$201K	–	56
2021 Q4	$201K	Buy	+647	New	+$210K	0.05%	52
2021 Q3	–	Sell	-851	Closed	-$236K	–	53
2021 Q2	$236K	Hold	851	–	–	0.06%	50
2021 Q1	$222K	Buy	+851	New	+$197K	0.07%	50

Other funds holding MSFT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BCM Advisors's MSFT Position: Q2 2026 in Review

BCM Advisors reduced its Microsoft (MSFT) stake by 25% in Q2 2026, selling an estimated $136K and leaving 1,030 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #64.

BCM Advisors first reported a position in MSFT in Q1 2021 and has held it in 16 quarters since. The position peaked at $797K in Q3 2025. 3,399 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

BCM Advisors held 1,030 shares of Microsoft worth $393K as of Q2 2026.
BCM Advisors sold 337 Microsoft shares in Q2 2026, an estimated $136K.
Microsoft made up 0.08% of BCM Advisors's portfolio in Q2 2026, its #64 holding.
BCM Advisors first reported a position in Microsoft in Q1 2021 and has held it in 16 quarters since.
BCM Advisors's Microsoft position peaked at $797K in Q3 2025.
3,399 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.