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Bennett Selby Investments’s Microsoft MSFT Stock Holding History

Bennett Selby Investments’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 		$7.22M Buy
19,359
+194
+1% +$78.5K 2.31% 12
2026
Q1 		$7.09M Buy
19,165
+136
+0.7% +$56.9K 2.49% 11
2025
Q4 		$9.2M Buy
19,029
+44
+0.2% +$22K 2.96% 8
2025
Q3 		$9.83M Buy
18,985
+9
+0% +$4.59K 3.25% 8
2025
Q2 		$9.44M Sell
18,976
-159
-0.8% -$69K 3.36% 8
2025
Q1 		$7.18M Buy
19,135
+274
+1% +$112K 2.84% 10
2024
Q4 		$7.95M Buy
18,861
+104
+0.6% +$44.3K 3.15% 10
2024
Q3 		$8.07M Buy
18,757
+91
+0.5% +$38.9K 3.39% 10
2024
Q2 		$8.34M Buy
18,666
+210
+1% +$88.7K 3.75% 8
2024
Q1 		$7.76M Buy
18,456
+147
+0.8% +$59.5K 3.62% 9
2023
Q4 		$6.88M Sell
18,309
-40
-0.2% -$14.2K 3.53% 10
2023
Q3 		$5.79M Buy
18,349
+385
+2% +$127K 3.38% 10
2023
Q2 		$6.12M Buy
17,964
+395
+2% +$124K 3.52% 10
2023
Q1 		$5.07M Sell
17,569
-253
-1% -$64.5K 3.32% 10
2022
Q4 		$4.27M Sell
17,822
-117
-0.7% -$28.1K 3.2% 10
2022
Q3 		$4.18M Buy
17,939
+62
+0.3% +$16.4K 3.34% 11
2022
Q2 		$4.59M Sell
17,877
-1,171
-6% -$318K 3.54% 11
2022
Q1 		$5.87M Buy
19,048
+2,823
+17% +$849K 3.54% 11
2021
Q4 		$5.46M Buy
16,225
+136
+0.8% +$44.1K 3.15% 11
2021
Q3 		$4.54M Buy
16,089
+1,355
+9% +$394K 2.96% 11
2021
Q2 		$3.99M Buy
14,734
+864
+6% +$220K 2.7% 12
2021
Q1 		$3.27M Buy
13,870
+9,376
+209% +$2.18M 2.54% 14
2020
Q4 		$1M Buy
+4,494
New +$966K 0.85% 27

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Bennett Selby Investments's MSFT Position: Q2 2026 in Review

Bennett Selby Investments increased its Microsoft (MSFT) stake by 1% in Q2 2026, buying an estimated $78.5K and bringing the position to 19,359 shares worth $7.22M. The position accounts for 2.31% of the portfolio, ranked #12.

Bennett Selby Investments first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.83M in Q3 2025. 3,399 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bennett Selby Investments held 19,359 shares of Microsoft worth $7.22M as of Q2 2026.
  • Bennett Selby Investments bought 194 Microsoft shares in Q2 2026, an estimated $78.5K.
  • Microsoft made up 2.31% of Bennett Selby Investments's portfolio in Q2 2026, its #12 holding.
  • Bennett Selby Investments first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Bennett Selby Investments's Microsoft position peaked at $9.83M in Q3 2025.
  • 3,399 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.