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Benchmark Financial Wealth Advisors’s Microsoft MSFT Stock Holding History

Benchmark Financial Wealth 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 		$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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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. 3,229 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.
  • 3,229 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.