Buttonwood Financial Advisors
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Buttonwood Financial Advisors’s Microsoft MSFT Stock Holding History

Buttonwood Financial Advisors’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
Q3 		$16.1M Buy
31,336
+203
+0.7% +$93.9K 4.86% 4
2026
Q2 		$11.6M Buy
31,133
+4,401
+16% +$1.78M 3.53% 7
2026
Q1 		$9.9M Buy
26,732
+641
+2% +$268K 3.31% 8
2025
Q4 		$12.6M Sell
26,091
-668
-2% -$335K 4.21% 6
2025
Q3 		$13.9M Sell
26,759
-281
-1% -$143K 4.77% 5
2025
Q2 		$13.5M Buy
27,040
+569
+2% +$247K 5.4% 2
2025
Q1 		$9.9M Buy
26,471
+476
+2% +$194K 4.37% 6
2024
Q4 		$11M Sell
25,995
-262
-1% -$112K 4.82% 5
2024
Q3 		$11.3M Sell
26,257
-109
-0.4% -$46.6K 4.93% 3
2024
Q2 		$11.8M Sell
26,366
-3,528
-12% -$1.49M 5.56% 2
2024
Q1 		$12.6M Sell
29,894
-1,351
-4% -$547K 5.91% 2
2023
Q4 		$11.7M Sell
31,245
-1,507
-5% -$536K 6.4% 2
2023
Q3 		$10.3M Sell
32,752
-123
-0.4% -$40.6K 6.55% 2
2023
Q2 		$11.2M Buy
32,875
+2,457
+8% +$770K 7.02% 3
2023
Q1 		$8.77M Sell
30,418
-2
-0% -$510 6.8% 3
2022
Q4 		$7.3M Sell
30,420
-410
-1% -$98.4K 6.14% 4
2022
Q3 		$7.22M Buy
30,830
+285
+0.9% +$75.3K 6.51% 3
2022
Q2 		$7.84M Buy
30,545
+8,119
+36% +$2.2M 7.08% 3
2022
Q1 		$6.91M Buy
22,426
+3,614
+19% +$1.09M 6.24% 3
2021
Q4 		$6.33M Buy
+18,812
New +$6.1M 6.19% 4

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Buttonwood Financial Advisors's MSFT Position: Q3 2026 in Review

Buttonwood Financial Advisors increased its Microsoft (MSFT) stake by 0.65% in Q3 2026, buying an estimated $93.9K and bringing the position to 31,336 shares worth $16.1M. The position accounts for 4.86% of the portfolio, ranked #4.

Buttonwood Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 4,140 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Buttonwood Financial Advisors held 31,336 shares of Microsoft worth $16.1M as of Q3 2026.
  • Buttonwood Financial Advisors bought 203 Microsoft shares in Q3 2026, an estimated $93.9K.
  • Microsoft made up 4.86% of Buttonwood Financial Advisors's portfolio in Q3 2026, its #4 holding.
  • Buttonwood Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 4,140 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.