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Emerald Advisors’s Microsoft MSFT Stock Holding History

Emerald 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 		$7.26M Buy
19,457
+967
+5% +$391K 0.91% 7
2026
Q1 		$6.84M Buy
18,490
+671
+4% +$281K 0.85% 7
2025
Q4 		$8.62M Buy
17,819
+5,191
+41% +$2.6M 1.17% 5
2025
Q3 		$6.54M Buy
12,628
+505
+4% +$258K 0.87% 9
2025
Q2 		$6.03M Buy
12,123
+341
+3% +$148K 0.77% 9
2025
Q1 		$4.42M Buy
11,782
+456
+4% +$186K 0.59% 10
2024
Q4 		$4.77M Sell
11,326
-110
-1% -$46.9K 0.66% 10
2024
Q3 		$4.78M Sell
11,436
-208
-2% -$88.9K 0.69% 9
2024
Q2 		$5.2M Buy
11,644
+102
+0.9% +$43.1K 0.79% 8
2024
Q1 		$4.86M Sell
11,542
-143
-1% -$57.9K 0.86% 8
2023
Q4 		$4.39M Buy
11,685
+57
+0.5% +$20.3K 0.84% 8
2023
Q3 		$3.67M Sell
11,628
-166
-1% -$54.9K 0.85% 9
2023
Q2 		$4.02M Buy
11,794
+83
+0.7% +$26K 0.96% 8
2023
Q1 		$3.38M Buy
11,711
+57
+0.5% +$14.5K 0.87% 8
2022
Q4 		$2.79M Sell
11,654
-134
-1% -$32.2K 0.77% 8
2022
Q3 		$2.75M Buy
11,788
+107
+0.9% +$28.3K 0.8% 9
2022
Q2 		$3M Buy
11,681
+244
+2% +$66.2K 0.84% 8
2022
Q1 		$3.53M Sell
11,437
-122
-1% -$36.7K 0.83% 7
2021
Q4 		$3.89M Buy
11,559
+3,843
+50% +$1.25M 0.94% 6
2021
Q3 		$2.17M Sell
7,716
-60
-0.8% -$17.5K 0.62% 17
2021
Q2 		$2.11M Buy
7,776
+126
+2% +$32K 0.66% 15
2021
Q1 		$1.8M Buy
7,650
+62
+0.8% +$14.4K 0.65% 16
2020
Q4 		$1.69M Sell
7,588
-781
-9% -$168K 0.58% 16
2020
Q3 		$1.76M Buy
8,369
+2,446
+41% +$514K 0.67% 17
2020
Q2 		$1.21M Buy
5,923
+8
+0.1% +$1.45K 0.53% 24
2020
Q1 		$1.09M Sell
5,915
-535
-8% -$88K 0.49% 23
2019
Q4 		$1.05M Buy
+6,450
New +$948K 1% 14

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

Emerald Advisors's MSFT Position: Q2 2026 in Review

Emerald Advisors increased its Microsoft (MSFT) stake by 5.2% in Q2 2026, buying an estimated $391K and bringing the position to 19,457 shares worth $7.26M. The position accounts for 0.91% of the portfolio, ranked #7.

Emerald Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.62M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Emerald Advisors held 19,457 shares of Microsoft worth $7.26M as of Q2 2026.
  • Emerald Advisors bought 967 Microsoft shares in Q2 2026, an estimated $391K.
  • Microsoft made up 0.91% of Emerald Advisors's portfolio in Q2 2026, its #7 holding.
  • Emerald Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Emerald Advisors's Microsoft position peaked at $8.62M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.