Financial Management Professionals’s Microsoft MSFT Stock Holding History

Financial Management Professionals’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	$2.52M	Buy	6,753 +333	+5%	+$135K	0.24%	34
2026 Q1	$2.38M	Buy	6,420 +114	+2%	+$47.7K	0.27%	30
2025 Q4	$3.05M	Sell	6,306 -87	-1%	-$43.6K	0.31%	31
2025 Q3	$3.31M	Buy	6,393 +307	+5%	+$157K	0.34%	32
2025 Q2	$3.03M	Buy	6,086 +537	+10%	+$233K	0.34%	31
2025 Q1	$2.08M	Sell	5,549 -298	-5%	-$121K	0.27%	36
2024 Q4	$2.46M	Buy	5,847 +78	+1%	+$33.2K	0.31%	43
2024 Q3	$2.48M	Buy	5,769 +22	+0.4%	+$9.4K	0.31%	43
2024 Q2	$2.57M	Sell	5,747 -593	-9%	-$250K	0.35%	37
2024 Q1	$2.67M	Sell	6,340 -76	-1%	-$30.8K	0.39%	39
2023 Q4	$2.41M	Sell	6,416 -26	-0.4%	-$9.25K	0.39%	41
2023 Q3	$2.03M	Buy	6,442 +1,953	+44%	+$645K	0.36%	41
2023 Q2	$1.53M	Sell	4,489 -272	-6%	-$85.2K	0.26%	44
2023 Q1	$1.37M	Buy	4,761 +1,502	+46%	+$383K	0.26%	41
2022 Q4	$782K	Buy	3,259 +169	+5%	+$40.6K	0.16%	43
2022 Q3	$720K	Sell	3,090 -1,393	-31%	-$368K	0.16%	44
2022 Q2	$1.15M	Buy	4,483 +904	+25%	+$245K	0.28%	40
2022 Q1	$1.1M	Buy	3,579 +485	+16%	+$146K	0.24%	42
2021 Q4	$1.04M	Sell	3,094 -214	-6%	-$69.4K	0.22%	45
2021 Q3	$933K	Buy	3,308 +475	+17%	+$138K	0.22%	41
2021 Q2	$767K	Buy	2,833 +130	+5%	+$33K	0.2%	42
2021 Q1	$637K	Buy	2,703 +7	+0.3%	+$1.62K	0.17%	38
2020 Q4	$600K	Buy	2,696 +27	+1%	+$5.81K	0.17%	37
2020 Q3	$561K	Sell	2,669 -1,073	-29%	-$225K	0.2%	31
2020 Q2	$762K	Buy	3,742 +1,673	+81%	+$304K	0.26%	29
2020 Q1	$326K	Buy	2,069 +6	+0.3%	+$987	0.14%	34
2019 Q4	$325K	Hold	2,063	–	–	0.11%	39
2019 Q3	$287K	Buy	2,063 +1,458	+241%	+$200K	0.11%	41
2019 Q2	$81K	Hold	605	–	–	0.03%	75
2019 Q1	$71K	Sell	605 -437	-42%	-$47.7K	0.03%	75
2018 Q4	$106K	Hold	1,042	–	–	0.07%	53
2018 Q3	$119K	Buy	1,042 +17	+2%	+$1.84K	0.05%	58
2018 Q2	$101K	Buy	1,025 +228	+29%	+$22.1K	0.04%	60
2018 Q1	$73K	Hold	797	–	–	0.04%	69
2017 Q4	$68K	Sell	797 -36	-4%	-$2.95K	0.03%	71
2017 Q3	$62K	Sell	833 -150	-15%	-$11K	0.03%	75
2017 Q2	$67K	Sell	983 -20	-2%	-$1.37K	0.03%	75
2017 Q1	$66K	Buy	1,003 +150	+18%	+$9.61K	0.03%	73
2016 Q4	$53K	Sell	853 -1,021	-54%	-$61.4K	0.03%	91
2016 Q3	$107K	Sell	1,874 -581	-24%	-$32.8K	0.06%	59
2016 Q2	$124K	Sell	2,455 -1,399	-36%	-$72.7K	0.07%	52
2016 Q1	$212K	Buy	3,854 +194	+5%	+$10.2K	0.11%	39
2015 Q4	$202K	Buy	3,660 +77	+2%	+$4.05K	0.1%	42
2015 Q3	$159K	Hold	3,583	–	–	0.11%	43
2015 Q2	$157K	Buy	3,583 +2,000	+126%	+$91.3K	0.07%	44
2015 Q1	$64K	Hold	1,583	–	–	0.03%	72
2014 Q4	$74K	Buy	1,583 +6	+0.4%	+$282	0.04%	69
2014 Q3	$73K	Sell	1,577 -3	-0.2%	-$134	0.05%	65
2014 Q2	$65K	Sell	1,580 -1,997	-56%	-$80.8K	0.04%	72
2014 Q1	$147K	Hold	3,577	–	–	0.1%	44
2013 Q4	$134K	Sell	3,577 -400	-10%	-$14.5K	0.09%	42
2013 Q3	$132K	Hold	3,977	–	–	0.08%	41
2013 Q2	$137K	Buy	+3,977	New	+$130K	0.1%	39

Other funds holding MSFT

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Financial Management Professionals's MSFT Position: Q2 2026 in Review

Financial Management Professionals increased its Microsoft (MSFT) stake by 5.2% in Q2 2026, buying an estimated $135K and bringing the position to 6,753 shares worth $2.52M. The position accounts for 0.24% of the portfolio, ranked #34.

Financial Management Professionals first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.31M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Financial Management Professionals held 6,753 shares of Microsoft worth $2.52M as of Q2 2026.
Financial Management Professionals bought 333 Microsoft shares in Q2 2026, an estimated $135K.
Microsoft made up 0.24% of Financial Management Professionals's portfolio in Q2 2026, its #34 holding.
Financial Management Professionals first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Financial Management Professionals's Microsoft position peaked at $3.31M in Q3 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.