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Cannon Financial Strategists’s Microsoft MSFT Stock Holding History

Cannon Financial Strategists’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 		$2.55M Buy
6,831
+4,294
+169% +$1.74M 0.29% 34
2026
Q1 		$939K Buy
2,537
+129
+5% +$54K 0.12% 53
2025
Q4 		$1.16M Buy
2,408
+100
+4% +$50.1K 0.16% 44
2025
Q3 		$1.2M Buy
2,308
+94
+4% +$48K 0.17% 44
2025
Q2 		$1.1M Sell
2,214
-14
-0.6% -$6.08K 0.17% 46
2025
Q1 		$836K Hold
2,228
– – 0.14% 50
2024
Q4 		$939K Buy
2,228
+104
+5% +$44.3K 0.16% 48
2024
Q3 		$914K Sell
2,124
-12
-0.6% -$5.13K 0.16% 50
2024
Q2 		$955K Sell
2,136
-243
-10% -$103K 0.18% 42
2024
Q1 		$1M Buy
2,379
+418
+21% +$169K 0.2% 39
2023
Q4 		$738K Buy
1,961
+23
+1% +$8.19K 0.16% 46
2023
Q3 		$612K Buy
1,938
+31
+2% +$10.2K 0.16% 46
2023
Q2 		$650K Sell
1,907
-123
-6% -$38.5K 0.18% 49
2023
Q1 		$585K Buy
2,030
+195
+11% +$49.7K 0.2% 42
2022
Q4 		$440K Hold
1,835
– – 0.16% 48
2022
Q3 		$427K Sell
1,835
-190
-9% -$50.2K 0.17% 44
2022
Q2 		$520K Buy
2,025
+52
+3% +$14.1K 0.2% 46
2022
Q1 		$608K Buy
1,973
+256
+15% +$77K 0.22% 36
2021
Q4 		$578K Hold
1,717
– – 0.21% 39
2021
Q3 		$484K Buy
1,717
+354
+26% +$103K 0.19% 41
2021
Q2 		$369K Buy
1,363
+261
+24% +$66.3K 0.15% 45
2021
Q1 		$260K Sell
1,102
-6
-0.5% -$1.39K 0.11% 53
2020
Q4 		$246K Hold
1,108
– – 0.12% 53
2020
Q3 		$233K Sell
1,108
-200
-15% -$42K 0.13% 51
2020
Q2 		$266K Buy
+1,308
New +$237K 0.16% 46
2020
Q1 		– Sell
-1,346
Closed -$212K – 49
2019
Q4 		$212K Buy
+1,346
New +$198K 0.14% 49

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 $3.38T AUM 44.17% 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

Cannon Financial Strategists's MSFT Position: Q2 2026 in Review

Cannon Financial Strategists increased its Microsoft (MSFT) stake by 169% in Q2 2026, buying an estimated $1.74M and bringing the position to 6,831 shares worth $2.55M. The position accounts for 0.29% of the portfolio, ranked #34.

Cannon Financial Strategists first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. 6,244 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cannon Financial Strategists held 6,831 shares of Microsoft worth $2.55M as of Q2 2026.
  • Cannon Financial Strategists bought 4,294 Microsoft shares in Q2 2026, an estimated $1.74M.
  • Microsoft made up 0.29% of Cannon Financial Strategists's portfolio in Q2 2026, its #34 holding.
  • Cannon Financial Strategists first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • 6,244 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.