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Beacon Investment Advisory Services’s Microsoft MSFT Stock Holding History

Beacon Investment Advisory Services’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
2017
Q4 		– Sell
-2,700
Closed -$201K – 262
2017
Q3 		$201K Buy
+2,700
New +$197K 0.02% 255

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Beacon Investment Advisory Services's MSFT Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Microsoft (MSFT) stake by 1.8% in Q2 2026, selling an estimated $1.35M and leaving 181,210 shares worth $67.6M. The position accounts for 2.51% of the portfolio, ranked #7.

Beacon Investment Advisory Services first reported a position in MSFT in Q2 2015 and has held it in 45 quarters since. The position peaked at $100M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Beacon Investment Advisory Services held 181,210 shares of Microsoft worth $67.6M as of Q2 2026.
  • Beacon Investment Advisory Services sold 3,335 Microsoft shares in Q2 2026, an estimated $1.35M.
  • Microsoft made up 2.51% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #7 holding.
  • Beacon Investment Advisory Services first reported a position in Microsoft in Q2 2015 and has held it in 45 quarters since.
  • Beacon Investment Advisory Services's Microsoft position peaked at $100M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.