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Coyle Financial Counsel’s Microsoft MSFT Stock Holding History

Coyle Financial Counsel’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 		$3.41M Buy
9,134
+154
+2% +$62.3K 0.62% 22
2026
Q1 		$3.32M Buy
8,980
+695
+8% +$291K 0.7% 21
2025
Q4 		$4.01M Buy
8,285
+1,677
+25% +$840K 0.86% 19
2025
Q3 		$3.42M Buy
6,608
+1,103
+20% +$563K 0.79% 21
2025
Q2 		$2.74M Buy
5,505
+471
+9% +$205K 0.73% 21
2025
Q1 		$1.89M Buy
5,034
+1,748
+53% +$713K 0.58% 27
2024
Q4 		$1.39M Buy
3,286
+491
+18% +$209K 0.44% 41
2024
Q3 		$1.25M Buy
2,795
+439
+19% +$188K 0.44% 40
2024
Q2 		$991K Hold
2,356
– – 0.35% 42
2024
Q1 		$991K Buy
2,356
+73
+3% +$29.6K 0.35% 42
2023
Q4 		$858K Sell
2,283
-18
-0.8% -$6.41K 0.33% 42
2023
Q3 		$727K Sell
2,301
-210
-8% -$69.4K 0.3% 44
2023
Q2 		$855K Buy
2,511
+110
+5% +$34.5K 0.38% 40
2023
Q1 		$692K Buy
2,401
+30
+1% +$7.65K 0.32% 42
2022
Q4 		$569K Buy
2,371
+105
+5% +$25.2K 0.27% 41
2022
Q3 		$528K Buy
2,266
+34
+2% +$8.98K 0.35% 39
2022
Q2 		$573K Sell
2,232
-88
-4% -$23.9K 0.31% 42
2022
Q1 		$715K Buy
2,320
+125
+6% +$37.6K 0.38% 42
2021
Q4 		$738K Buy
2,195
+95
+5% +$30.8K 0.43% 41
2021
Q3 		$592K Buy
2,100
+800
+62% +$233K 0.35% 42
2021
Q2 		$352K Sell
1,300
-125
-9% -$31.8K 0.21% 46
2021
Q1 		$336K Sell
1,425
-675
-32% -$157K 0.23% 44
2020
Q4 		$467K Buy
2,100
+800
+62% +$172K 0.34% 42
2020
Q3 		$273K Buy
1,300
+200
+18% +$42K 0.23% 46
2020
Q2 		$224K Buy
+1,100
New +$200K 0.21% 44
2018
Q3 		– Sell
-17,846
Closed -$1.76M – 206
2018
Q2 		$1.76M Buy
17,846
+17,126
+2,379% +$1.66M 1.65% 23
2018
Q1 		$66K Buy
+720
New +$65.8K 0.07% 52

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

Coyle Financial Counsel's MSFT Position: Q2 2026 in Review

Coyle Financial Counsel increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $62.3K and bringing the position to 9,134 shares worth $3.41M. The position accounts for 0.62% of the portfolio, ranked #22.

Coyle Financial Counsel first reported a position in MSFT in Q1 2018 and has held it in 27 quarters since. The position peaked at $4.01M in Q4 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Coyle Financial Counsel held 9,134 shares of Microsoft worth $3.41M as of Q2 2026.
  • Coyle Financial Counsel bought 154 Microsoft shares in Q2 2026, an estimated $62.3K.
  • Microsoft made up 0.62% of Coyle Financial Counsel's portfolio in Q2 2026, its #22 holding.
  • Coyle Financial Counsel first reported a position in Microsoft in Q1 2018 and has held it in 27 quarters since.
  • Coyle Financial Counsel's Microsoft position peaked at $4.01M in Q4 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.