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Copley Financial Group’s Microsoft MSFT Stock Holding History

Copley Financial Group’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 		$1.06M Sell
2,853
-362
-11% -$146K 0.64% 24
2026
Q1 		$1.19M Buy
3,215
+467
+17% +$195K 0.72% 21
2025
Q4 		$1.33M Sell
2,748
-49
-2% -$24.6K 0.82% 20
2025
Q3 		$1.45M Sell
2,797
-197
-7% -$100K 0.99% 19
2025
Q2 		$1.49M Sell
2,994
-208
-6% -$90.3K 1.1% 16
2025
Q1 		$1.2M Buy
3,202
+136
+4% +$55.4K 0.92% 17
2024
Q4 		$1.29M Buy
3,066
+1,133
+59% +$483K 0.99% 17
2024
Q3 		$832K Buy
+1,933
New +$826K 0.76% 17

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

Copley Financial Group's MSFT Position: Q2 2026 in Review

Copley Financial Group reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $146K and leaving 2,853 shares worth $1.06M. The position accounts for 0.64% of the portfolio, ranked #24.

Copley Financial Group first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Copley Financial Group held 2,853 shares of Microsoft worth $1.06M as of Q2 2026.
  • Copley Financial Group sold 362 Microsoft shares in Q2 2026, an estimated $146K.
  • Microsoft made up 0.64% of Copley Financial Group's portfolio in Q2 2026, its #24 holding.
  • Copley Financial Group first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • Copley Financial Group's Microsoft position peaked at $1.49M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.