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Commonwealth Financial Services’s Microsoft MSFT Stock Holding History

Commonwealth Financial 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 		$6.39M Buy
20,595
+4,264
+26% +$1.73M 0.86% 24
2026
Q1 		$6.05M Sell
16,331
-3,462
-17% -$1.45M 0.96% 29
2025
Q4 		$9.57M Buy
19,793
+325
+2% +$163K 1.58% 17
2025
Q3 		$10.1M Sell
19,468
-2,391
-11% -$1.22M 1.73% 13
2025
Q2 		$10.9M Buy
21,859
+244
+1% +$106K 2.09% 9
2025
Q1 		$8.11M Sell
21,615
-10
-0% -$4.08K 1.66% 16
2024
Q4 		$9.12M Buy
21,625
+1,470
+7% +$626K 1.79% 17
2024
Q3 		$8.48M Buy
20,155
+187
+0.9% +$79.9K 1.67% 19
2024
Q2 		$9.31M Buy
19,968
+412
+2% +$174K 1.91% 14
2024
Q1 		$7.35M Hold
19,556
– – 1.73% 20
2023
Q4 		$7.35M Sell
19,556
-1
-0% -$356 1.73% 20
2023
Q3 		$6.18M Buy
+19,557
New +$6.46M 1.84% 17
2017
Q1 		$507K Buy
7,736
+143
+2% +$9.16K 0.55% 17
2016
Q4 		$476K Buy
7,593
+72
+1% +$4.33K 0.47% 26
2016
Q3 		$433K Buy
7,521
+680
+10% +$38.4K 0.41% 28
2016
Q2 		$350K Hold
6,841
– – 0.41% 29
2016
Q1 		$378K Sell
6,841
-3,583
-34% -$188K 0.56% 14
2015
Q4 		$578K Sell
10,424
-876
-8% -$46.1K 1.96% 10
2015
Q3 		$500K Hold
11,300
– – 0.58% 13
2015
Q2 		$499K Sell
11,300
-175
-2% -$7.99K 0.54% 15
2015
Q1 		$467K Buy
11,475
+37
+0.3% +$1.61K 0.41% 23
2014
Q4 		$531K Buy
+11,438
New +$537K 0.48% 18

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

Commonwealth Financial Services's MSFT Position: Q2 2026 in Review

Commonwealth Financial Services increased its Microsoft (MSFT) stake by 26% in Q2 2026, buying an estimated $1.73M and bringing the position to 20,595 shares worth $6.39M. The position accounts for 0.86% of the portfolio, ranked #24.

Commonwealth Financial Services first reported a position in MSFT in Q4 2014 and has held it in 22 quarters since. The position peaked at $10.9M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Commonwealth Financial Services held 20,595 shares of Microsoft worth $6.39M as of Q2 2026.
  • Commonwealth Financial Services bought 4,264 Microsoft shares in Q2 2026, an estimated $1.73M.
  • Microsoft made up 0.86% of Commonwealth Financial Services's portfolio in Q2 2026, its #24 holding.
  • Commonwealth Financial Services first reported a position in Microsoft in Q4 2014 and has held it in 22 quarters since.
  • Commonwealth Financial Services's Microsoft position peaked at $10.9M in Q2 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.