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CM Wealth Advisors’s Microsoft MSFT Stock Holding History

CM Wealth 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 		$6.22M Sell
16,670
-1,471
-8% -$595K 1.12% 15
2026
Q1 		$6.72M Sell
18,141
-36
-0.2% -$15.1K 1.43% 14
2025
Q4 		$8.79M Buy
18,177
+6,725
+59% +$3.37M 1.99% 13
2025
Q3 		$5.93M Sell
11,452
-1,278
-10% -$652K 1.56% 14
2025
Q2 		$6.33M Sell
12,730
-2,479
-16% -$1.08M 1.86% 13
2025
Q1 		$5.71M Sell
15,209
-400
-3% -$163K 1.83% 14
2024
Q4 		$6.58M Sell
15,609
-240
-2% -$102K 2.15% 11
2024
Q3 		$6.82M Buy
15,849
+3,464
+28% +$1.48M 2.21% 9
2024
Q2 		$5.54M Buy
12,385
+849
+7% +$359K 2.63% 8
2024
Q1 		$4.72M Buy
11,536
+953
+9% +$386K 1.35% 11
2023
Q4 		$3.98M Sell
10,583
-204
-2% -$72.6K 1.71% 10
2023
Q3 		$3.93M Sell
10,787
-608
-5% -$201K 1.52% 11
2023
Q2 		$3.86M Buy
+11,395
New +$3.57M 1.26% 13
2023
Q1 		– Sell
-10,547
Closed -$2.53M – 430
2022
Q4 		$2.53M Hold
10,547
– – 1.29% 10
2022
Q3 		$2.46M Hold
10,547
– – 1.36% 10
2022
Q2 		$2.71M Buy
+10,547
New +$2.86M 1.66% 8

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 $3.37T AUM 44.26% 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

CM Wealth Advisors's MSFT Position: Q2 2026 in Review

CM Wealth Advisors reduced its Microsoft (MSFT) stake by 8.1% in Q2 2026, selling an estimated $595K and leaving 16,670 shares worth $6.22M. The position accounts for 1.12% of the portfolio, ranked #15.

CM Wealth Advisors first reported a position in MSFT in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.79M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • CM Wealth Advisors held 16,670 shares of Microsoft worth $6.22M as of Q2 2026.
  • CM Wealth Advisors sold 1,471 Microsoft shares in Q2 2026, an estimated $595K.
  • Microsoft made up 1.12% of CM Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • CM Wealth Advisors first reported a position in Microsoft in Q2 2022 and has held it in 16 quarters since.
  • CM Wealth Advisors's Microsoft position peaked at $8.79M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.