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Benjamin F. Edwards & Company’s Microsoft MSFT Stock Holding History

Benjamin F. Edwards & Company’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
2019
Q1 		– Sell
-200
Closed -$20K – 1755
2018
Q4 		$20K Buy
+200
New +$21.4K ﹤0.01% 1088

Other funds holding MSFT

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Benjamin F. Edwards & Company's MSFT Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Microsoft (MSFT) stake by 1.1% in Q2 2024, buying an estimated $1.21M and bringing the position to 253,061 shares worth $113M. The position accounts for 1.99% of the portfolio, ranked #2.

Benjamin F. Edwards & Company first reported a position in MSFT in Q2 2013 and has held it in 45 quarters since. 5,254 funds tracked by Wall St. Rank hold MSFT as of Q2 2024.

  • Benjamin F. Edwards & Company held 253,061 shares of Microsoft worth $113M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 2,862 Microsoft shares in Q2 2024, an estimated $1.21M.
  • Microsoft made up 1.99% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2 holding.
  • Benjamin F. Edwards & Company first reported a position in Microsoft in Q2 2013 and has held it in 45 quarters since.
  • 5,254 funds tracked by Wall St. Rank held Microsoft as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.