Braun-Bostich & Associates’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.79M | Sell |
4,806
-115
| -2% | -$46.5K | 1% | 28 |
|
|
2026
Q1 | $1.82M | Sell |
4,921
-1,545
| -24% | -$646K | 1.14% | 25 |
|
|
2025
Q4 | $3.13M | Buy |
6,466
+7
| +0.1% | +$3.51K | 1.93% | 14 |
|
|
2025
Q3 | $3.35M | Sell |
6,459
-27
| -0.4% | -$13.8K | 2.11% | 14 |
|
|
2025
Q2 | $3.23M | Sell |
6,486
-66
| -1% | -$28.7K | 2.2% | 14 |
|
|
2025
Q1 | $2.46M | Sell |
6,552
-460
| -7% | -$188K | 1.82% | 14 |
|
|
2024
Q4 | $2.96M | Sell |
7,012
-27
| -0.4% | -$11.5K | 2.13% | 14 |
|
|
2024
Q3 | $3.03M | Buy |
7,039
+40
| +0.6% | +$17.1K | 2.11% | 14 |
|
|
2024
Q2 | $3.13M | Sell |
6,999
-2,032
| -23% | -$858K | 2.33% | 12 |
|
|
2024
Q1 | $3.8M | Sell |
9,031
-860
| -9% | -$348K | 3.18% | 4 |
|
|
2023
Q4 | $3.72M | Buy |
9,891
+3,402
| +52% | +$1.21M | 3.36% | 8 |
|
|
2023
Q3 | $2.05M | Buy |
6,489
+2,971
| +84% | +$982K | 3.82% | 8 |
|
|
2023
Q2 | $1.2M | Buy |
3,518
+65
| +2% | +$20.4K | 2.57% | 10 |
|
|
2023
Q1 | $996K | Buy |
3,453
+188
| +6% | +$48K | 2.36% | 13 |
|
|
2022
Q4 | $783K | Buy |
3,265
+230
| +8% | +$55.2K | 2.26% | 17 |
|
|
2022
Q3 | $707K | Sell |
3,035
-1,514
| -33% | -$400K | 2.16% | 19 |
|
|
2022
Q2 | $1.17M | Buy |
4,549
+545
| +14% | +$148K | 3.03% | 5 |
|
|
2022
Q1 | $1.23M | Sell |
4,004
-26,143
| -87% | -$7.87M | 2.65% | 14 |
|
|
2021
Q4 | $9.26M | Buy |
30,147
+26,513
| +730% | +$8.6M | 2.21% | 12 |
|
|
2021
Q3 | $1.02M | Hold |
3,634
| – | – | 1.93% | 19 |
|
|
2021
Q2 | $984K | Sell |
3,634
-77
| -2% | -$19.6K | 1.79% | 18 |
|
|
2021
Q1 | $875K | Sell |
3,711
-76
| -2% | -$17.6K | 1.68% | 18 |
|
|
2020
Q4 | $842K | Sell |
3,787
-5,094
| -57% | -$1.1M | 1.69% | 21 |
|
|
2020
Q3 | $1.87M | Buy |
8,881
+485
| +6% | +$102K | 1.86% | 13 |
|
|
2020
Q2 | $1.71M | Buy |
8,396
+44
| +0.5% | +$7.99K | 1.67% | 9 |
|
|
2020
Q1 | $1.27M | Hold |
8,352
| – | – | 1.62% | 12 |
|
|
2019
Q4 | $1.34M | Sell |
8,352
-2,436
| -23% | -$358K | 1.32% | 15 |
|
|
2019
Q3 | $1.5M | Sell |
10,788
-657
| -6% | -$90.3K | 1.74% | 11 |
|
|
2019
Q2 | $1.53M | Sell |
11,445
-2,026
| -15% | -$257K | 1.6% | 11 |
|
|
2019
Q1 | $1.59M | Sell |
13,471
-4,563
| -25% | -$498K | 1.65% | 9 |
|
|
2018
Q4 | $1.83M | Buy |
18,034
+4,550
| +34% | +$487K | 1.94% | 8 |
|
|
2018
Q3 | $1.54M | Sell |
13,484
-74
| -0.5% | -$8.02K | 1.49% | 15 |
|
|
2018
Q2 | $1.34M | Sell |
13,558
-1,338
| -9% | -$130K | 1.34% | 18 |
|
|
2018
Q1 | $1.36M | Sell |
14,896
-1,967
| -12% | -$180K | 1.18% | 24 |
|
|
2017
Q4 | $1.44M | Buy |
+16,863
| New | +$1.38M | 1.22% | 25 |
|
Other funds holding MSFT
ATO
Braun-Bostich & Associates's MSFT Position: Q2 2026 in Review
Braun-Bostich & Associates reduced its Microsoft (MSFT) stake by 2.3% in Q2 2026, selling an estimated $46.5K and leaving 4,806 shares worth $1.79M. The position accounts for 1% of the portfolio, ranked #28.
Braun-Bostich & Associates first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.26M in Q4 2021. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Braun-Bostich & Associates held 4,806 shares of Microsoft worth $1.79M as of Q2 2026.
- Braun-Bostich & Associates sold 115 Microsoft shares in Q2 2026, an estimated $46.5K.
- Microsoft made up 1% of Braun-Bostich & Associates's portfolio in Q2 2026, its #28 holding.
- Braun-Bostich & Associates first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Braun-Bostich & Associates's Microsoft position peaked at $9.26M in Q4 2021.
- 2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.