Crewe Advisors’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 | $32.7M | Buy |
87,611
+4,016
| +5% | +$1.62M | 2.37% | 12 |
|
|
2026
Q1 | $30.9M | Buy |
83,595
+24,042
| +40% | +$10.1M | 2.64% | 11 |
|
|
2025
Q4 | $28.8M | Sell |
59,553
-649
| -1% | -$325K | 2.55% | 12 |
|
|
2025
Q3 | $31.2M | Buy |
+60,202
| New | +$30.7M | 2.98% | 10 |
|
|
2024
Q3 | – | Sell |
-49,696
| Closed | -$22.2M | – | 894 |
|
|
2024
Q2 | $22.2M | Sell |
49,696
-888
| -2% | -$375K | 2.49% | 12 |
|
|
2024
Q1 | $21.3M | Buy |
+50,584
| New | +$20.5M | 2.48% | 12 |
|
|
2023
Q3 | – | Sell |
-46,296
| Closed | -$15.8M | – | 803 |
|
|
2023
Q2 | $15.8M | Sell |
46,296
-1,234
| -3% | -$387K | 2.21% | 15 |
|
|
2023
Q1 | $13.7M | Sell |
47,530
-233
| -0.5% | -$59.4K | 2% | 15 |
|
|
2022
Q4 | $11.5M | Sell |
47,763
-235
| -0.5% | -$56.4K | 1.82% | 15 |
|
|
2022
Q3 | $11.2M | Buy |
47,998
+3,971
| +9% | +$1.05M | 2.02% | 15 |
|
|
2022
Q2 | $11.3M | Buy |
44,027
+4,196
| +11% | +$1.14M | 2.5% | 11 |
|
|
2022
Q1 | $12.3M | Buy |
39,831
+2,841
| +8% | +$855K | 2.4% | 11 |
|
|
2021
Q4 | $12.4M | Buy |
36,990
+494
| +1% | +$160K | 2.53% | 11 |
|
|
2021
Q3 | $10.3M | Buy |
36,496
+9,910
| +37% | +$2.88M | 2.43% | 12 |
|
|
2021
Q2 | $7.2M | Buy |
26,586
+54
| +0.2% | +$13.7K | 1.79% | 12 |
|
|
2021
Q1 | $6.25M | Buy |
26,532
+6,476
| +32% | +$1.5M | 1.55% | 13 |
|
|
2020
Q4 | $4.46M | Sell |
20,056
-144
| -0.7% | -$31K | 1.79% | 15 |
|
|
2020
Q3 | $4.25M | Buy |
20,200
+62
| +0.3% | +$13K | 1.99% | 11 |
|
|
2020
Q2 | $4.1M | Buy |
20,138
+1,101
| +6% | +$200K | 2% | 9 |
|
|
2020
Q1 | $3M | Sell |
19,037
-604
| -3% | -$99.3K | 1.79% | 11 |
|
|
2019
Q4 | $3.1M | Sell |
19,641
-88
| -0.4% | -$12.9K | 1.36% | 11 |
|
|
2019
Q3 | $2.74M | Buy |
19,729
+105
| +0.5% | +$14.4K | 1.26% | 14 |
|
|
2019
Q2 | $2.63M | Buy |
19,624
+1,029
| +6% | +$131K | 0.85% | 14 |
|
|
2019
Q1 | $2.19M | Sell |
18,595
-3,300
| -15% | -$360K | 0.69% | 15 |
|
|
2018
Q4 | $2.22M | Sell |
21,895
-129
| -0.6% | -$13.8K | 0.7% | 14 |
|
|
2018
Q3 | $2.52M | Buy |
22,024
+14,000
| +174% | +$1.52M | 2.13% | 11 |
|
|
2018
Q2 | $791K | Sell |
8,024
-14,000
| -64% | -$1.36M | 0.73% | 17 |
|
|
2018
Q1 | $2.01M | Buy |
22,024
+505
| +2% | +$46.2K | 1.97% | 10 |
|
|
2017
Q4 | $1.84M | Buy |
+21,519
| New | +$1.77M | 1.8% | 11 |
|
Other funds holding MSFT
Crewe Advisors's MSFT Position: Q2 2026 in Review
Crewe Advisors increased its Microsoft (MSFT) stake by 4.8% in Q2 2026, buying an estimated $1.62M and bringing the position to 87,611 shares worth $32.7M. The position accounts for 2.37% of the portfolio, ranked #12.
Crewe Advisors first reported a position in MSFT in Q4 2017 and has held it in 29 quarters since. 3,848 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Crewe Advisors held 87,611 shares of Microsoft worth $32.7M as of Q2 2026.
- Crewe Advisors bought 4,016 Microsoft shares in Q2 2026, an estimated $1.62M.
- Microsoft made up 2.37% of Crewe Advisors's portfolio in Q2 2026, its #12 holding.
- Crewe Advisors first reported a position in Microsoft in Q4 2017 and has held it in 29 quarters since.
- 3,848 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.