Benchmark Financial Wealth 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 | $4.48M | Buy |
12,014
+64
| +0.5% | +$25.9K | 1.11% | 25 |
|
|
2026
Q1 | $4.42M | Buy |
11,950
+668
| +6% | +$280K | 1.23% | 22 |
|
|
2025
Q4 | $5.46M | Buy |
11,282
+605
| +6% | +$303K | 1.57% | 18 |
|
|
2025
Q3 | $5.53M | Buy |
10,677
+227
| +2% | +$116K | 1.66% | 17 |
|
|
2025
Q2 | $5.2M | Sell |
10,450
-479
| -4% | -$208K | 1.72% | 15 |
|
|
2025
Q1 | $4.1M | Sell |
10,929
-845
| -7% | -$345K | 1.55% | 17 |
|
|
2024
Q4 | $4.96M | Buy |
11,774
+170
| +1% | +$72.4K | 1.59% | 15 |
|
|
2024
Q3 | $4.99M | Buy |
11,604
+874
| +8% | +$374K | 1.66% | 15 |
|
|
2024
Q2 | $4.8M | Sell |
10,730
-16
| -0.1% | -$6.76K | 1.78% | 15 |
|
|
2024
Q1 | $4.52M | Buy |
10,746
+226
| +2% | +$91.5K | 1.73% | 15 |
|
|
2023
Q4 | $3.96M | Buy |
10,520
+87
| +0.8% | +$31K | 1.7% | 16 |
|
|
2023
Q3 | $3.29M | Buy |
10,433
+75
| +0.7% | +$24.8K | 1.55% | 17 |
|
|
2023
Q2 | $3.53M | Sell |
10,358
-125
| -1% | -$39.2K | 1.64% | 16 |
|
|
2023
Q1 | $3.02M | Sell |
10,483
-135
| -1% | -$34.4K | 1.55% | 16 |
|
|
2022
Q4 | $2.55M | Buy |
10,618
+330
| +3% | +$79.2K | 1.39% | 17 |
|
|
2022
Q3 | $2.4M | Buy |
10,288
+539
| +6% | +$142K | 1.41% | 18 |
|
|
2022
Q2 | $2.5M | Sell |
9,749
-259
| -3% | -$70.3K | 1.28% | 21 |
|
|
2022
Q1 | $3.08M | Buy |
10,008
+67
| +0.7% | +$20.2K | 1.31% | 21 |
|
|
2021
Q4 | $3.34M | Buy |
9,941
+285
| +3% | +$92.4K | 1.4% | 20 |
|
|
2021
Q3 | $2.72M | Buy |
9,656
+73
| +0.8% | +$21.2K | 1.29% | 19 |
|
|
2021
Q2 | $2.6M | Buy |
9,583
+296
| +3% | +$75.2K | 1.24% | 20 |
|
|
2021
Q1 | $2.19M | Sell |
9,287
-1,382
| -13% | -$321K | 1.19% | 20 |
|
|
2020
Q4 | $2.37M | Buy |
10,669
+198
| +2% | +$42.6K | 1.31% | 19 |
|
|
2020
Q3 | $2.2M | Buy |
10,471
+805
| +8% | +$169K | 1.42% | 17 |
|
|
2020
Q2 | $1.97M | Buy |
9,666
+2,585
| +37% | +$469K | 1.45% | 18 |
|
|
2020
Q1 | $1.12M | Buy |
7,081
+352
| +5% | +$57.9K | 1.12% | 16 |
|
|
2019
Q4 | $1.06M | Buy |
6,729
+7
| +0.1% | +$1.03K | 0.88% | 16 |
|
|
2019
Q3 | $934K | Sell |
6,722
-99
| -1% | -$13.6K | 0.92% | 15 |
|
|
2019
Q2 | $914K | Buy |
6,821
+34
| +0.5% | +$4.32K | 0.89% | 14 |
|
|
2019
Q1 | $800K | Buy |
6,787
+565
| +9% | +$61.6K | 0.84% | 15 |
|
|
2018
Q4 | $632K | Buy |
+6,222
| New | +$666K | 0.78% | 15 |
|
Other funds holding MSFT
Benchmark Financial Wealth Advisors's MSFT Position: Q2 2026 in Review
Benchmark Financial Wealth Advisors increased its Microsoft (MSFT) stake by 0.54% in Q2 2026, buying an estimated $25.9K and bringing the position to 12,014 shares worth $4.48M. The position accounts for 1.11% of the portfolio, ranked #25.
Benchmark Financial Wealth Advisors first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.53M in Q3 2025. 6,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Benchmark Financial Wealth Advisors held 12,014 shares of Microsoft worth $4.48M as of Q2 2026.
- Benchmark Financial Wealth Advisors bought 64 Microsoft shares in Q2 2026, an estimated $25.9K.
- Microsoft made up 1.11% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #25 holding.
- Benchmark Financial Wealth Advisors first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Benchmark Financial Wealth Advisors's Microsoft position peaked at $5.53M in Q3 2025.
- 6,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.