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Benedict Financial Advisors’s Microsoft MSFT Stock Holding History

Benedict Financial 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 		$13.7M Sell
36,651
-303
-0.8% -$123K 2.66% 7
2026
Q1 		$13.7M Buy
36,954
+2,399
+7% +$1M 2.85% 6
2025
Q4 		$16.7M Sell
34,555
-666
-2% -$334K 3.52% 2
2025
Q3 		$18.2M Sell
35,221
-1,304
-4% -$665K 3.96% 2
2025
Q2 		$18.2M Sell
36,525
-757
-2% -$329K 4.12% 2
2025
Q1 		$14M Sell
37,282
-1,199
-3% -$489K 3.24% 2
2024
Q4 		$16.2M Sell
38,481
-1,275
-3% -$543K 3.94% 2
2024
Q3 		$17.1M Sell
39,756
-1,887
-5% -$807K 4.04% 2
2024
Q2 		$18.6M Sell
41,643
-1,743
-4% -$736K 4.72% 2
2024
Q1 		$18.3M Sell
43,386
-1,270
-3% -$514K 4.63% 2
2023
Q4 		$16.8M Sell
44,656
-968
-2% -$345K 4.58% 2
2023
Q3 		$14.4M Sell
45,624
-1,237
-3% -$409K 4.16% 2
2023
Q2 		$16M Sell
46,861
-1,736
-4% -$544K 4.39% 2
2023
Q1 		$14M Sell
48,597
-1,074
-2% -$274K 3.95% 2
2022
Q4 		$11.9M Sell
49,671
-335
-0.7% -$80.4K 3.54% 2
2022
Q3 		$11.6M Sell
50,006
-975
-2% -$257K 3.73% 2
2022
Q2 		$13.1M Sell
50,981
-958
-2% -$260K 3.87% 2
2022
Q1 		$16M Sell
51,939
-1,697
-3% -$511K 4.28% 2
2021
Q4 		$18M Sell
53,636
-3,483
-6% -$1.13M 4.7% 2
2021
Q3 		$16.1M Sell
57,119
-2,553
-4% -$743K 4.5% 2
2021
Q2 		$16.2M Sell
59,672
-2,136
-3% -$543K 4.49% 2
2021
Q1 		$14.6M Sell
61,808
-1,615
-3% -$375K 4.21% 2
2020
Q4 		$14.1M Sell
63,423
-1,791
-3% -$385K 5.08% 2
2020
Q3 		$13.7M Sell
65,214
-5,075
-7% -$1.07M 5.28% 2
2020
Q2 		$14.3M Sell
70,289
-2,427
-3% -$441K 5.9% 1
2020
Q1 		$11.5M Sell
72,716
-2,971
-4% -$489K 5.4% 1
2019
Q4 		$11.9M Sell
75,687
-2,534
-3% -$372K 4.65% 1
2019
Q3 		$10.9M Sell
78,221
-4,289
-5% -$590K 4.46% 1
2019
Q2 		$11.1M Sell
82,510
-2,730
-3% -$347K 4.61% 1
2019
Q1 		$10.1M Sell
85,240
-3,094
-4% -$338K 4.36% 1
2018
Q4 		$8.97M Sell
88,334
-2,796
-3% -$300K 4.43% 1
2018
Q3 		$10.4M Sell
91,130
-4,487
-5% -$486K 4.67% 1
2018
Q2 		$9.43M Sell
95,617
-2,391
-2% -$232K 4.66% 1
2018
Q1 		$8.95M Sell
98,008
-5,657
-5% -$517K 4.5% 1
2017
Q4 		$8.87M Sell
103,665
-4,258
-4% -$349K 4.27% 1
2017
Q3 		$8.04M Sell
107,923
-3,654
-3% -$267K 4.13% 1
2017
Q2 		$8.23M Sell
111,577
-1,569
-1% -$108K 4.28% 1
2017
Q1 		$7.45M Sell
113,146
-2,613
-2% -$167K 4.05% 1
2016
Q4 		$7.19M Sell
115,759
-2,837
-2% -$171K 4.16% 1
2016
Q3 		$6.81M Sell
118,596
-977
-0.8% -$55.1K 3.97% 1
2016
Q2 		$6.12M Sell
119,573
-2,304
-2% -$120K 3.58% 2
2016
Q1 		$6.73M Sell
121,877
-1,831
-1% -$96K 4.09% 1
2015
Q4 		$6.86M Sell
123,708
-1,605
-1% -$84.5K 4.35% 1
2015
Q3 		$5.55M Buy
125,313
+585
+0.5% +$26.3K 3.85% 1
2015
Q2 		$5.75M Sell
124,728
-963
-0.8% -$43.9K 3.74% 1
2015
Q1 		$5.25M Buy
125,691
+907
+0.7% +$39.5K 3.37% 1
2014
Q4 		$5.29M Buy
+124,784
New +$5.86M 3.46% 1

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Benedict Financial Advisors's MSFT Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Microsoft (MSFT) stake by 0.82% in Q2 2026, selling an estimated $123K and leaving 36,651 shares worth $13.7M. The position accounts for 2.66% of the portfolio, ranked #7.

Benedict Financial Advisors first reported a position in MSFT in Q4 2014 and has held it in 47 quarters since. The position peaked at $18.6M in Q2 2024. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Benedict Financial Advisors held 36,651 shares of Microsoft worth $13.7M as of Q2 2026.
  • Benedict Financial Advisors sold 303 Microsoft shares in Q2 2026, an estimated $123K.
  • Microsoft made up 2.66% of Benedict Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Benedict Financial Advisors first reported a position in Microsoft in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Microsoft position peaked at $18.6M in Q2 2024.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.