Coppell Advisory Solutions’s Microsoft MSFT Stock Holding History

Coppell Advisory Solutions’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	$16.7K	Buy	+12,948	New	+$5.24M	﹤0.01%	483
2026 Q1	–	Sell	-26,279	Closed	-$12.8M	–	237
2025 Q4	$12.8M	Buy	26,279 +5,593	+27%	+$2.8M	1.26%	16
2025 Q3	$10.6M	Sell	20,686 -13,363	-39%	-$6.82M	1.13%	17
2025 Q2	$16.9M	Buy	+34,049	New	+$14.8M	2%	10
2025 Q1	–	Sell	-18,489	Closed	-$7.85M	–	1279
2024 Q4	$7.85M	Buy	18,489 +996	+6%	+$424K	1.1%	14
2024 Q3	$7.49M	Sell	17,493 -1,448	-8%	-$619K	1.1%	14
2024 Q2	$8.47M	Buy	+18,941	New	+$8M	1.4%	12
2023 Q4	$14.9M	Buy	39,515 +28,569	+261%	+$10.2M	2.96%	3
2023 Q3	$2.63M	Sell	10,946 -2,210	-17%	-$730K	0.9%	24
2023 Q2	$4.41M	Sell	13,156 -3,117	-19%	-$977K	1.25%	16
2023 Q1	$4.62M	Buy	16,273 +5,327	+49%	+$1.36M	1.51%	10
2022 Q4	$2.63M	Buy	+10,946	New	+$2.63M	0.89%	24
2020 Q4	$2.14M	Buy	+9,606	New	+$2.07M	1.08%	20

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

Coppell Advisory Solutions's MSFT Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Microsoft (MSFT) in Q2 2026: 12,948 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in MSFT as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in MSFT in Q4 2020 and has held it in 13 quarters since. The position peaked at $16.9M in Q2 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Coppell Advisory Solutions held 12,948 shares of Microsoft worth $16.7K as of Q2 2026.
Microsoft was a new Coppell Advisory Solutions position in Q2 2026.
Microsoft made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #483 holding.
Coppell Advisory Solutions first reported a position in Microsoft in Q4 2020 and has held it in 13 quarters since.
Coppell Advisory Solutions's Microsoft position peaked at $16.9M in Q2 2025.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.