Chancellor Financial Group WB’s Microsoft MSFT Stock Holding History

Chancellor Financial Group WB’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	$11.5M	Buy	30,780 +1,910	+7%	+$773K	7.11%	2
2026 Q1	$10.7M	Sell	28,870 -1,191	-4%	-$498K	7.56%	2
2025 Q4	$14.5M	Buy	30,061 +59	+0.2%	+$29.6K	9.85%	2
2025 Q3	$15.5M	Buy	30,002 +1,376	+5%	+$702K	10.96%	2
2025 Q2	$14.2M	Buy	28,626 +181	+0.6%	+$78.6K	11%	2
2025 Q1	$10.7M	Buy	28,445 +139	+0.5%	+$56.7K	8.82%	2
2024 Q4	$11.9M	Buy	+28,306	New	+$12.1M	9.61%	2

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

Chancellor Financial Group WB's MSFT Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Microsoft (MSFT) stake by 6.6% in Q2 2026, buying an estimated $773K and bringing the position to 30,780 shares worth $11.5M. The position accounts for 7.11% of the portfolio, ranked #2.

Chancellor Financial Group WB first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Chancellor Financial Group WB held 30,780 shares of Microsoft worth $11.5M as of Q2 2026.
Chancellor Financial Group WB bought 1,910 Microsoft shares in Q2 2026, an estimated $773K.
Microsoft made up 7.11% of Chancellor Financial Group WB's portfolio in Q2 2026, its #2 holding.
Chancellor Financial Group WB first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Chancellor Financial Group WB's Microsoft position peaked at $15.5M in Q3 2025.
6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.