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Cedar Mountain Advisors’s Microsoft MSFT Stock Holding History

Cedar Mountain 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
Q2 		$1.03M Sell
2,759
-1,546
-36% -$626K 0.18% 36
2026
Q1 		$1.59M Sell
4,305
-230
-5% -$96.2K 0.31% 30
2025
Q4 		$2.19M Sell
4,535
-282
-6% -$141K 0.42% 29
2025
Q3 		$2.49M Buy
4,817
+295
+7% +$150K 0.49% 27
2025
Q2 		$2.25M Sell
4,522
-41
-0.9% -$17.8K 0.47% 25
2025
Q1 		$1.71M Sell
4,563
-76
-2% -$31K 0.38% 27
2024
Q4 		$1.96M Sell
4,639
-157
-3% -$66.9K 0.43% 27
2024
Q3 		$2.06M Buy
4,796
+4
+0.1% +$1.71K 0.47% 25
2024
Q2 		$2.14M Sell
4,792
-2
-0% -$845 0.53% 20
2024
Q1 		$2.02M Buy
4,794
+3
+0.1% +$1.21K 0.51% 22
2023
Q4 		$1.8M Sell
4,791
-25
-0.5% -$8.9K 0.49% 23
2023
Q3 		$1.52M Sell
4,816
-52
-1% -$17.2K 0.45% 23
2023
Q2 		$1.66M Buy
4,868
+4
+0.1% +$1.25K 0.47% 23
2023
Q1 		$1.4M Buy
4,864
+1,918
+65% +$489K 0.42% 23
2022
Q4 		$706K Sell
2,946
-319
-10% -$76.6K 0.22% 24
2022
Q3 		$760K Sell
3,265
-18
-0.5% -$4.75K 0.25% 23
2022
Q2 		$843K Buy
3,283
+784
+31% +$213K 0.29% 22
2022
Q1 		$771K Hold
2,499
– – 0.23% 23
2021
Q4 		$840K Buy
2,499
+1
+0% +$324 0.26% 20
2021
Q3 		$704K Buy
2,498
+33
+1% +$9.6K 0.23% 20
2021
Q2 		$668K Buy
2,465
+8
+0.3% +$2.03K 0.22% 21
2021
Q1 		$579K Hold
2,457
– – 0.2% 23
2020
Q4 		$546K Sell
2,457
-7
-0.3% -$1.5K 0.2% 23
2020
Q3 		$518K Sell
2,464
-7
-0.3% -$1.47K 0.21% 22
2020
Q2 		$503K Buy
2,471
+249
+11% +$45.2K 0.22% 22
2020
Q1 		$350K Buy
2,222
+1
+0% +$164 0.18% 21
2019
Q4 		$350K Buy
+2,221
New +$326K 0.14% 26

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cedar Mountain Advisors's MSFT Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its Microsoft (MSFT) stake by 36% in Q2 2026, selling an estimated $626K and leaving 2,759 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #36.

Cedar Mountain Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.49M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cedar Mountain Advisors held 2,759 shares of Microsoft worth $1.03M as of Q2 2026.
  • Cedar Mountain Advisors sold 1,546 Microsoft shares in Q2 2026, an estimated $626K.
  • Microsoft made up 0.18% of Cedar Mountain Advisors's portfolio in Q2 2026, its #36 holding.
  • Cedar Mountain Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Microsoft position peaked at $2.49M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.