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Benchmark Investment Advisors’s Microsoft MSFT Stock Holding History

Benchmark Investment 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 		$4.33M Buy
11,600
+839
+8% +$339K 1.9% 17
2026
Q1 		$3.98M Buy
+10,761
New +$4.5M 2.32% 10
2025
Q3 		$5.65M Buy
+10,908
New +$5.56M 3.28% 4
2025
Q1 		$5.64M Sell
15,032
-424
-3% -$173K 3.66% 3
2024
Q4 		$6.51M Buy
15,456
+2,135
+16% +$909K 4.24% 2
2024
Q3 		$5.73M Buy
13,321
+94
+0.7% +$40.2K 4.08% 2
2024
Q2 		$5.91M Sell
13,227
-528
-4% -$223K 4.28% 2
2024
Q1 		$5.79M Buy
13,755
+74
+0.5% +$30K 4.57% 3
2023
Q4 		$5.14M Buy
13,681
+128
+0.9% +$45.6K 4.77% 3
2023
Q3 		$4.28M Sell
13,553
-105
-0.8% -$34.7K 4.32% 3
2023
Q2 		$4.65M Sell
13,658
-521
-4% -$163K 4.29% 3
2023
Q1 		$4.09M Sell
14,179
-2,317
-14% -$591K 4.2% 3
2022
Q4 		$3.96M Sell
16,496
-133
-0.8% -$31.9K 4.18% 3
2022
Q3 		$3.87M Sell
16,629
-1,011
-6% -$267K 4.17% 3
2022
Q2 		$4.53M Buy
17,640
+1,453
+9% +$394K 4.72% 2
2022
Q1 		$4.99M Buy
16,187
+1,571
+11% +$473K 3.75% 3
2021
Q4 		$4.92M Buy
+14,616
New +$4.74M 4.05% 3

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

Benchmark Investment Advisors's MSFT Position: Q2 2026 in Review

Benchmark Investment Advisors increased its Microsoft (MSFT) stake by 7.8% in Q2 2026, buying an estimated $339K and bringing the position to 11,600 shares worth $4.33M. The position accounts for 1.9% of the portfolio, ranked #17.

Benchmark Investment Advisors first reported a position in MSFT in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.51M in Q4 2024. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Benchmark Investment Advisors held 11,600 shares of Microsoft worth $4.33M as of Q2 2026.
  • Benchmark Investment Advisors bought 839 Microsoft shares in Q2 2026, an estimated $339K.
  • Microsoft made up 1.9% of Benchmark Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Benchmark Investment Advisors first reported a position in Microsoft in Q4 2021 and has held it in 17 quarters since.
  • Benchmark Investment Advisors's Microsoft position peaked at $6.51M in Q4 2024.
  • 6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.