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Burrus Financial Services’s Microsoft MSFT Stock Holding History

Burrus Financial Services’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 		$625K Sell
1,676
-369
-18% -$149K 0.27% 8
2026
Q1 		$757K Buy
+2,045
New +$856K 0.35% 7
2025
Q4 		– Sell
-2,038
Closed -$1.06M – 15
2025
Q3 		$1.06M Buy
2,038
+4
+0.2% +$2.04K 0.48% 7
2025
Q2 		$1.01M Buy
2,034
+3
+0.1% +$1.3K 0.48% 7
2025
Q1 		$762K Buy
2,031
+5
+0.2% +$2.04K 0.39% 7
2024
Q4 		$854K Buy
2,026
+4
+0.2% +$1.7K 0.44% 7
2024
Q3 		$870K Buy
2,022
+3
+0.1% +$1.28K 0.43% 7
2024
Q2 		$902K Buy
2,019
+3
+0.1% +$1.27K 0.46% 6
2024
Q1 		$848K Buy
2,016
+1
+0% +$405 0.43% 6
2023
Q4 		$757K Buy
2,015
+5
+0.2% +$1.78K 0.4% 6
2023
Q3 		$635K Buy
2,010
+4
+0.2% +$1.32K 0.36% 4
2023
Q2 		$683K Buy
2,006
+4
+0.2% +$1.25K 0.38% 4
2023
Q1 		$577K Sell
2,002
-44
-2% -$11.2K 0.33% 4
2022
Q4 		$491K Buy
2,046
+55
+3% +$13.2K 0.28% 6
2022
Q3 		$464K Buy
1,991
+5
+0.3% +$1.32K 0.29% 7
2022
Q2 		$510K Buy
1,986
+4
+0.2% +$1.09K 0.29% 6
2022
Q1 		$611K Buy
+1,982
New +$596K 0.31% 6

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Burrus Financial Services's MSFT Position: Q2 2026 in Review

Burrus Financial Services reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $149K and leaving 1,676 shares worth $625K. The position accounts for 0.27% of the portfolio, ranked #8.

Burrus Financial Services first reported a position in MSFT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q3 2025. 1,385 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Burrus Financial Services held 1,676 shares of Microsoft worth $625K as of Q2 2026.
  • Burrus Financial Services sold 369 Microsoft shares in Q2 2026, an estimated $149K.
  • Microsoft made up 0.27% of Burrus Financial Services's portfolio in Q2 2026, its #8 holding.
  • Burrus Financial Services first reported a position in Microsoft in Q1 2022 and has held it in 17 quarters since.
  • Burrus Financial Services's Microsoft position peaked at $1.06M in Q3 2025.
  • 1,385 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Burrus Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.