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Crumly & Associates’s Microsoft MSFT Stock Holding History

Crumly & Associates’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 		$2.21M Buy
5,933
+9
+0.2% +$3.64K 0.42% 47
2026
Q1 		$2.19M Buy
5,924
+785
+15% +$328K 0.46% 44
2025
Q4 		$2.49M Sell
5,139
-105
-2% -$52.6K 0.52% 44
2025
Q3 		$2.72M Buy
5,244
+230
+5% +$117K 0.59% 38
2025
Q2 		$2.49M Sell
5,014
-210
-4% -$91.2K 0.61% 41
2025
Q1 		$1.96M Buy
5,224
+585
+13% +$239K 0.54% 40
2024
Q4 		$1.96M Buy
4,639
+15
+0.3% +$6.39K 0.53% 41
2024
Q3 		$1.99M Buy
4,624
+562
+14% +$240K 0.55% 40
2024
Q2 		$1.82M Buy
4,062
+13
+0.3% +$5.49K 0.52% 40
2024
Q1 		$1.7M Buy
4,049
+59
+1% +$23.9K 0.45% 47
2023
Q4 		$1.5M Buy
3,990
+198
+5% +$70.5K 0.44% 46
2023
Q3 		$1.2M Buy
3,792
+95
+3% +$31.4K 0.47% 44
2023
Q2 		$1.26M Sell
3,697
-879
-19% -$275K 0.5% 44
2023
Q1 		$1.32M Buy
4,576
+80
+2% +$20.4K 0.57% 38
2022
Q4 		$1.08M Sell
4,496
-689
-13% -$165K 0.41% 32
2022
Q3 		$1.21M Buy
5,185
+59
+1% +$15.6K 0.5% 34
2022
Q2 		$1.32M Sell
5,126
-1,137
-18% -$309K 0.55% 33
2022
Q1 		$1.93M Buy
6,263
+313
+5% +$94.2K 0.72% 29
2021
Q4 		$1.79M Sell
5,950
-158
-3% -$51.2K 0.71% 30
2021
Q3 		$1.72M Buy
6,108
+324
+6% +$94.3K 0.8% 28
2021
Q2 		$1.57M Buy
5,784
+1,216
+27% +$309K 0.76% 28
2021
Q1 		$1.08M Buy
4,568
+117
+3% +$27.1K 0.63% 34
2020
Q4 		$1.01M Buy
4,451
+88
+2% +$18.9K 0.71% 29
2020
Q3 		$918K Buy
4,363
+796
+22% +$167K 0.78% 25
2020
Q2 		$726K Buy
3,567
+162
+5% +$29.4K 0.68% 27
2020
Q1 		$537K Buy
+3,405
New +$560K 0.66% 27

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Crumly & Associates's MSFT Position: Q2 2026 in Review

Crumly & Associates increased its Microsoft (MSFT) stake by 0.15% in Q2 2026, buying an estimated $3.64K and bringing the position to 5,933 shares worth $2.21M. The position accounts for 0.42% of the portfolio, ranked #47.

Crumly & Associates first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.72M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Crumly & Associates held 5,933 shares of Microsoft worth $2.21M as of Q2 2026.
  • Crumly & Associates bought 9 Microsoft shares in Q2 2026, an estimated $3.64K.
  • Microsoft made up 0.42% of Crumly & Associates's portfolio in Q2 2026, its #47 holding.
  • Crumly & Associates first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Crumly & Associates's Microsoft position peaked at $2.72M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.