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CWS Financial Advisors’s Microsoft MSFT Stock Holding History

CWS Financial Advisors’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 		$6.84M Buy
18,324
+121
+0.7% +$49K 1.52% 13
2026
Q1 		$6.74M Buy
18,203
+187
+1% +$78.2K 1.73% 12
2025
Q4 		$8.71M Sell
18,016
-5
-0% -$2.51K 2.37% 11
2025
Q3 		$9.33M Buy
18,021
+73
+0.4% +$37.2K 2.59% 11
2025
Q2 		$8.93M Sell
17,948
-1,103
-6% -$479K 2.6% 10
2025
Q1 		$7.15M Buy
19,051
+1,524
+9% +$621K 2.26% 11
2024
Q4 		$7.39M Buy
17,527
+516
+3% +$220K 2.39% 11
2024
Q3 		$7.32M Sell
17,011
-5
-0% -$2.14K 2.59% 9
2024
Q2 		$7.61M Buy
17,016
+518
+3% +$219K 2.99% 7
2024
Q1 		$6.94M Sell
16,498
-3,033
-16% -$1.23M 2.84% 7
2023
Q4 		$7.34M Sell
19,531
-2,110
-10% -$751K 2.76% 6
2023
Q3 		$6.83M Buy
21,641
+123
+0.6% +$40.6K 2.74% 6
2023
Q2 		$7.33M Sell
21,518
-243
-1% -$76.2K 2.78% 7
2023
Q1 		$6.27M Sell
21,761
-1,625
-7% -$415K 2.5% 7
2022
Q4 		$5.51M Buy
23,386
+1,913
+9% +$459K 2.38% 6
2022
Q3 		$5M Sell
21,473
-69
-0.3% -$18.2K 2.39% 6
2022
Q2 		$5.53M Sell
21,542
-5,317
-20% -$1.44M 2.53% 6
2022
Q1 		$8.28M Buy
26,859
+28
+0.1% +$8.42K 3.13% 6
2021
Q4 		$9.02M Buy
+26,831
New +$8.7M 3.18% 6
2021
Q2 		$6.42M Buy
23,684
+298
+1% +$75.7K 2.56% 6
2021
Q1 		$5.51M Buy
23,386
+159
+0.7% +$36.9K 2.38% 6
2020
Q4 		$5.17M Sell
23,227
-474
-2% -$102K 3% 3
2020
Q3 		$4.99M Sell
23,701
-1,532
-6% -$322K 3.32% 3
2020
Q2 		$5.13M Buy
25,233
+5,664
+29% +$1.03M 3.7% 3
2020
Q1 		$3.09M Sell
19,569
-305
-2% -$50.2K 2.28% 3
2019
Q4 		$3.13M Buy
+19,874
New +$2.92M 2.29% 3

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

CWS Financial Advisors's MSFT Position: Q2 2026 in Review

CWS Financial Advisors increased its Microsoft (MSFT) stake by 0.66% in Q2 2026, buying an estimated $49K and bringing the position to 18,324 shares worth $6.84M. The position accounts for 1.52% of the portfolio, ranked #13.

CWS Financial Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.33M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • CWS Financial Advisors held 18,324 shares of Microsoft worth $6.84M as of Q2 2026.
  • CWS Financial Advisors bought 121 Microsoft shares in Q2 2026, an estimated $49K.
  • Microsoft made up 1.52% of CWS Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • CWS Financial Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's Microsoft position peaked at $9.33M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.