D.A. Davidson & Co’s Microsoft MSFT Stock Holding History

D.A. Davidson & Co’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	$99.3K	Hold	20	–	–	﹤0.01%	1562
2026 Q1	$130K	Hold	20	–	–	﹤0.01%	1527
2025 Q4	$34.5K	Buy	+20	New	+$10K	﹤0.01%	1504
2025 Q1	–	Sell	-50	Closed	-$60.3K	–	1458
2024 Q4	$60.3K	Hold	50	–	–	﹤0.01%	1388
2024 Q3	$26.6K	Hold	50	–	–	﹤0.01%	1365
2024 Q2	$33K	Buy	+50	New	+$21.1K	﹤0.01%	1350
2023 Q3	–	Sell	-1	Closed	-$1.68K	–	1368
2023 Q2	$1.68K	Buy	+1	New	+$313	﹤0.01%	1338
2023 Q1	–	Sell	-5	Closed	-$18.3K	–	1390
2022 Q4	$18.3K	Buy	+5	New	+$1.2K	﹤0.01%	1301

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.A. Davidson & Co's MSFT Position: Q2 2026 in Review

D.A. Davidson & Co increased its Microsoft (MSFT) stake by 0.43% in Q2 2026, buying an estimated $1.54M and bringing the position to 888,808 shares worth $332M. The position accounts for 1.83% of the portfolio, ranked #6.

D.A. Davidson & Co first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $432M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

D.A. Davidson & Co held 888,808 shares of Microsoft worth $332M as of Q2 2026.
D.A. Davidson & Co bought 3,805 Microsoft shares in Q2 2026, an estimated $1.54M.
Microsoft made up 1.83% of D.A. Davidson & Co's portfolio in Q2 2026, its #6 holding.
D.A. Davidson & Co first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
D.A. Davidson & Co's Microsoft position peaked at $432M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.