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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
Q3 		$3.38M Buy
6,597
+664
+11% +$307K 0.6% 39
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Crumly & Associates's MSFT Position: Q3 2026 in Review

Crumly & Associates increased its Microsoft (MSFT) stake by 11% in Q3 2026, buying an estimated $307K and bringing the position to 6,597 shares worth $3.38M. The position accounts for 0.6% of the portfolio, ranked #39.

Crumly & Associates first reported a position in MSFT in Q1 2020 and has held it in 27 quarters since. 3,489 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Crumly & Associates held 6,597 shares of Microsoft worth $3.38M as of Q3 2026.
  • Crumly & Associates bought 664 Microsoft shares in Q3 2026, an estimated $307K.
  • Microsoft made up 0.6% of Crumly & Associates's portfolio in Q3 2026, its #39 holding.
  • Crumly & Associates first reported a position in Microsoft in Q1 2020 and has held it in 27 quarters since.
  • 3,489 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.