CFS Investment Advisory Services’s Microsoft MSFT Stock Holding History

CFS Investment Advisory 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	$5.73M	Buy	14,685 +749	+5%	+$303K	0.38%	60
2026 Q1	$5.89M	Sell	13,936 -1,320	-9%	-$552K	0.41%	61
2025 Q4	$7.38M	Buy	15,256 +49	+0.3%	+$24.6K	0.54%	45
2025 Q3	$7.96M	Buy	15,207 +752	+5%	+$384K	0.59%	41
2025 Q2	$7.19M	Buy	14,455 +340	+2%	+$148K	0.59%	42
2025 Q1	$5.3M	Buy	14,115 +71	+0.5%	+$28.9K	0.47%	47
2024 Q4	$5.92M	Buy	14,044 +90	+0.6%	+$38.3K	0.53%	43
2024 Q3	$6M	Sell	13,954 -13,826	-50%	-$5.91M	0.5%	40
2024 Q2	$12.4M	Buy	+27,780	New	+$11.7M	1.01%	23
2023 Q4	–	Sell	-11,030	Closed	-$3.48M	–	164
2023 Q3	$3.48M	Buy	11,030 +655	+6%	+$216K	0.56%	36
2023 Q2	$3.53M	Buy	+10,375	New	+$3.25M	0.45%	40
2022 Q3	–	Sell	-4,733	Closed	-$1.22M	–	185
2022 Q2	$1.22M	Buy	+4,733	New	+$1.28M	0.19%	110
2021 Q4	$1.27M	Buy	4,077 +64	+2%	+$20.7K	0.17%	121
2021 Q3	$1.13M	Buy	4,013 +2,915	+265%	+$848K	0.16%	132
2021 Q2	$297K	Buy	+1,098	New	+$279K	0.27%	21
2020 Q4	$670K	Buy	+3,012	New	+$648K	0.11%	133

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CFS Investment Advisory Services's MSFT Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Microsoft (MSFT) stake by 5.4% in Q2 2026, buying an estimated $303K and bringing the position to 14,685 shares worth $5.73M. The position accounts for 0.38% of the portfolio, ranked #60.

CFS Investment Advisory Services first reported a position in MSFT in Q4 2020 and has held it in 16 quarters since. The position peaked at $12.4M in Q2 2024. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

CFS Investment Advisory Services held 14,685 shares of Microsoft worth $5.73M as of Q2 2026.
CFS Investment Advisory Services bought 749 Microsoft shares in Q2 2026, an estimated $303K.
Microsoft made up 0.38% of CFS Investment Advisory Services's portfolio in Q2 2026, its #60 holding.
CFS Investment Advisory Services first reported a position in Microsoft in Q4 2020 and has held it in 16 quarters since.
CFS Investment Advisory Services's Microsoft position peaked at $12.4M in Q2 2024.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.