Columbia Advisory Partners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$955K Buy
2,561
+97
+4% +$39.2K 0.53% 39
2026
Q1
$912K Sell
2,464
-53
-2% -$22.2K 0.58% 40
2025
Q4
$1.22M Sell
2,517
-61
-2% -$30.6K 0.83% 25
2025
Q3
$1.34M Sell
2,578
-450
-15% -$230K 0.92% 25
2025
Q2
$1.51M Buy
3,028
+21
+0.7% +$9.12K 1.14% 15
2025
Q1
$1.13M Buy
3,007
+279
+10% +$114K 0.98% 27
2024
Q4
$1.15M Sell
2,728
-318
-10% -$135K 1.07% 26
2024
Q3
$1.31M Buy
3,046
+132
+5% +$56.4K 1.24% 18
2024
Q2
$1.3M Sell
2,914
-1,179
-29% -$498K 1.27% 16
2024
Q1
$1.72M Buy
4,093
+107
+3% +$43.3K 1.75% 10
2023
Q4
$1.5M Buy
3,986
+218
+6% +$77.6K 1.54% 12
2023
Q3
$1.19M Buy
3,768
+228
+6% +$75.3K 1.3% 11
2023
Q2
$1.21M Sell
3,540
-258
-7% -$80.9K 1.29% 10
2023
Q1
$1.09M Sell
3,798
-1,992
-34% -$508K 1.03% 19
2022
Q4
$1.39M Buy
5,790
+1,099
+23% +$264K 1.32% 9
2022
Q3
$1.09M Sell
4,691
-392
-8% -$104K 1.33% 11
2022
Q2
$1.3M Buy
5,083
+247
+5% +$67K 1.49% 11
2022
Q1
$1.49M Buy
4,836
+68
+1% +$20.5K 1.5% 12
2021
Q4
$1.6M Buy
+4,768
New +$1.55M 1.6% 11

Other funds holding MSFT

Columbia Advisory Partners's MSFT Position: Q2 2026 in Review

Columbia Advisory Partners increased its Microsoft (MSFT) stake by 3.9% in Q2 2026, buying an estimated $39.2K and bringing the position to 2,561 shares worth $955K. The position accounts for 0.53% of the portfolio, ranked #39.

Columbia Advisory Partners first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q1 2024. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Columbia Advisory Partners held 2,561 shares of Microsoft worth $955K as of Q2 2026.
  • Columbia Advisory Partners bought 97 Microsoft shares in Q2 2026, an estimated $39.2K.
  • Microsoft made up 0.53% of Columbia Advisory Partners's portfolio in Q2 2026, its #39 holding.
  • Columbia Advisory Partners first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Columbia Advisory Partners's Microsoft position peaked at $1.72M in Q1 2024.
  • 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.