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Bellwether Advisors’s Microsoft MSFT Stock Holding History

Bellwether 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 		$3.16M Sell
8,465
-1,235
-13% -$500K 0.47% 53
2026
Q1 		$3.59M Sell
9,700
-475
-5% -$199K 0.61% 43
2025
Q4 		$4.92M Sell
10,175
-1,125
-10% -$564K 0.79% 28
2025
Q3 		$5.85M Sell
11,300
-899
-7% -$459K 0.97% 18
2025
Q2 		$6.07M Sell
12,199
-23,624
-66% -$10.3M 1.04% 22
2025
Q1 		$13.4M Sell
35,823
-11,529
-24% -$4.7M 2.81% 8
2024
Q4 		$20M Buy
47,352
+5,979
+14% +$2.55M 3.57% 6
2024
Q3 		$17.8M Buy
41,373
+8,826
+27% +$3.77M 3.42% 7
2024
Q2 		$14.5M Buy
32,547
+20,455
+169% +$8.64M 3.05% 7
2024
Q1 		$5.09M Sell
12,092
-1,847
-13% -$748K 1.12% 22
2023
Q4 		$5.24M Sell
13,939
-9,835
-41% -$3.5M 1.29% 19
2023
Q3 		$7.51M Buy
23,774
+19,386
+442% +$6.41M 2.04% 9
2023
Q2 		$1.49M Buy
4,388
+929
+27% +$291K 0.44% 41
2023
Q1 		$997K Sell
3,459
-96
-3% -$24.5K 0.27% 67
2022
Q4 		$853K Buy
3,555
+840
+31% +$202K 0.25% 70
2022
Q3 		$632K Buy
2,715
+374
+16% +$98.8K 0.21% 64
2022
Q2 		$601K Sell
2,341
-241
-9% -$65.4K 0.19% 73
2022
Q1 		$796K Sell
2,582
-451
-15% -$136K 0.24% 74
2021
Q4 		$1.02M Buy
3,033
+835
+38% +$271K 0.32% 60
2021
Q3 		$619K Buy
2,198
+529
+32% +$154K 0.21% 80
2021
Q2 		$452K Buy
1,669
+274
+20% +$69.6K 0.16% 98
2021
Q1 		$328K Buy
1,395
+45
+3% +$10.4K 0.13% 92
2020
Q4 		$300K Buy
+1,350
New +$290K 0.13% 94

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

Bellwether Advisors's MSFT Position: Q2 2026 in Review

Bellwether Advisors reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $500K and leaving 8,465 shares worth $3.16M. The position accounts for 0.47% of the portfolio, ranked #53.

Bellwether Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $20M in Q4 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bellwether Advisors held 8,465 shares of Microsoft worth $3.16M as of Q2 2026.
  • Bellwether Advisors sold 1,235 Microsoft shares in Q2 2026, an estimated $500K.
  • Microsoft made up 0.47% of Bellwether Advisors's portfolio in Q2 2026, its #53 holding.
  • Bellwether Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's Microsoft position peaked at $20M in Q4 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.