DBK Financial Counsel’s Microsoft MSFT Stock Holding History

DBK Financial Counsel’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	$663K	Sell	1,776 -17	-0.9%	-$6.88K	0.56%	38
2026 Q1	$664K	Buy	1,793 +17	+1%	+$7.11K	0.5%	41
2025 Q4	$859K	Sell	1,776 -36	-2%	-$18K	0.66%	35
2025 Q3	$939K	Sell	1,812 -18	-1%	-$9.18K	0.79%	33
2025 Q2	$910K	Buy	1,830 +2	+0.1%	+$869	0.82%	30
2025 Q1	$686K	Sell	1,828 -76	-4%	-$31K	0.69%	34
2024 Q4	$802K	Sell	1,904 -2	-0.1%	-$852	0.81%	26
2024 Q3	$820K	Sell	1,906 -3	-0.2%	-$1.28K	0.83%	26
2024 Q2	$853K	Sell	1,909 -97	-5%	-$41K	0.93%	27
2024 Q1	$844K	Buy	2,006 +12	+0.6%	+$4.86K	0.89%	27
2023 Q4	$750K	Buy	1,994 +3	+0.2%	+$1.07K	0.86%	25
2023 Q3	$629K	Buy	1,991 +1,321	+197%	+$437K	0.83%	27
2023 Q2	$228K	Buy	+670	New	+$210K	0.31%	41
2022 Q3	–	Sell	-820	Closed	-$211K	–	42
2022 Q2	$211K	Buy	+820	New	+$223K	0.34%	40

Other funds holding MSFT

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DBK Financial Counsel's MSFT Position: Q2 2026 in Review

DBK Financial Counsel reduced its Microsoft (MSFT) stake by 0.95% in Q2 2026, selling an estimated $6.88K and leaving 1,776 shares worth $663K. The position accounts for 0.56% of the portfolio, ranked #38.

DBK Financial Counsel first reported a position in MSFT in Q2 2022 and has held it in 14 quarters since. The position peaked at $939K in Q3 2025. 4,260 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

DBK Financial Counsel held 1,776 shares of Microsoft worth $663K as of Q2 2026.
DBK Financial Counsel sold 17 Microsoft shares in Q2 2026, an estimated $6.88K.
Microsoft made up 0.56% of DBK Financial Counsel's portfolio in Q2 2026, its #38 holding.
DBK Financial Counsel first reported a position in Microsoft in Q2 2022 and has held it in 14 quarters since.
DBK Financial Counsel's Microsoft position peaked at $939K in Q3 2025.
4,260 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.