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Benjamin Edwards Inc’s Microsoft MSFT Stock Holding History

Benjamin Edwards Inc’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
2025
Q3 		– Sell
-100
Closed -$16K – 1326
2025
Q2 		$16K Buy
+100
New +$43.4K ﹤0.01% 1144

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

Benjamin Edwards Inc's MSFT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Microsoft (MSFT) stake by 17% in Q2 2026, buying an estimated $27.9M and bringing the position to 474,527 shares worth $177M. The position accounts for 1.61% of the portfolio, ranked #2.

Benjamin Edwards Inc first reported a position in MSFT in Q1 2019 and has held it in 30 quarters since. The position peaked at $191M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Benjamin Edwards Inc held 474,527 shares of Microsoft worth $177M as of Q2 2026.
  • Benjamin Edwards Inc bought 68,966 Microsoft shares in Q2 2026, an estimated $27.9M.
  • Microsoft made up 1.61% of Benjamin Edwards Inc's portfolio in Q2 2026, its #2 holding.
  • Benjamin Edwards Inc first reported a position in Microsoft in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's Microsoft position peaked at $191M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.