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Brian Low Financial Group’s Microsoft MSFT Stock Holding History

Brian Low Financial Group’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 		$6.3M Buy
16,881
+1,962
+13% +$794K 3.67% 4
2026
Q1 		$5.52M Buy
14,919
+3,607
+32% +$1.51M 3.75% 3
2025
Q4 		$5.47M Sell
11,312
-353
-3% -$177K 3.88% 3
2025
Q3 		$6.04M Buy
11,665
+1,634
+16% +$834K 4.69% 2
2025
Q2 		$4.99M Buy
+10,031
New +$4.36M 4.67% 2

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

Brian Low Financial Group's MSFT Position: Q2 2026 in Review

Brian Low Financial Group increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $794K and bringing the position to 16,881 shares worth $6.3M. The position accounts for 3.67% of the portfolio, ranked #4.

Brian Low Financial Group first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Brian Low Financial Group held 16,881 shares of Microsoft worth $6.3M as of Q2 2026.
  • Brian Low Financial Group bought 1,962 Microsoft shares in Q2 2026, an estimated $794K.
  • Microsoft made up 3.67% of Brian Low Financial Group's portfolio in Q2 2026, its #4 holding.
  • Brian Low Financial Group first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.