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Financial Perspectives’s Microsoft MSFT Stock Holding History

Financial Perspectives’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 		$13.1M Buy
35,154
+1,725
+5% +$698K 3.19% 8
2026
Q1 		$12.4M Buy
33,429
+204
+0.6% +$85.4K 3.45% 6
2025
Q4 		$16.1M Sell
33,225
-25
-0.1% -$12.5K 4.33% 5
2025
Q3 		$17.2M Sell
33,250
-409
-1% -$209K 4.78% 4
2025
Q2 		$16.7M Buy
33,659
+549
+2% +$238K 5.06% 4
2025
Q1 		$12.4M Sell
33,110
-427
-1% -$174K 4.26% 6
2024
Q4 		$14.1M Buy
33,537
+541
+2% +$230K 4.75% 5
2024
Q3 		$14.2M Sell
32,996
-22
-0.1% -$9.4K 4.92% 4
2024
Q2 		$14.8M Buy
33,018
+4
+0% +$1.69K 5.45% 3
2024
Q1 		$13.9M Sell
33,014
-55
-0.2% -$22.3K 5.26% 3
2023
Q4 		$12.4M Sell
33,069
-24
-0.1% -$8.54K 5.05% 4
2023
Q3 		$10.4M Buy
33,093
+33
+0.1% +$10.9K 4.78% 5
2023
Q2 		$11.3M Buy
33,060
+3
+0% +$940 4.95% 5
2023
Q1 		$9.53M Buy
33,057
+4
+0% +$1.02K 4.55% 5
2022
Q4 		$7.93M Sell
33,053
-1,032
-3% -$248K 4.06% 5
2022
Q3 		$7.94M Buy
34,085
+1,185
+4% +$313K 4.45% 5
2022
Q2 		$8.45M Buy
32,900
+2
+0% +$543 4.77% 5
2022
Q1 		$10.1M Buy
32,898
+352
+1% +$106K 4.74% 5
2021
Q4 		$10.9M Buy
32,546
+1
+0% +$324 5.18% 5
2021
Q3 		$9.18M Buy
32,545
+301
+0.9% +$87.6K 4.62% 4
2021
Q2 		$8.73M Sell
32,244
-34
-0.1% -$8.64K 4.25% 4
2021
Q1 		$7.61M Buy
32,278
+286
+0.9% +$66.4K 4.07% 4
2020
Q4 		$7.12M Buy
31,992
+2,226
+7% +$479K 4.04% 5
2020
Q3 		$6.26M Buy
29,766
+1,326
+5% +$279K 4.12% 7
2020
Q2 		$5.79M Buy
28,440
+30
+0.1% +$5.45K 4.14% 5
2020
Q1 		$4.48M Buy
28,410
+2,882
+11% +$474K 3.62% 6
2019
Q4 		$4.03M Buy
+25,528
New +$3.75M 2.75% 7

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

Financial Perspectives's MSFT Position: Q2 2026 in Review

Financial Perspectives increased its Microsoft (MSFT) stake by 5.2% in Q2 2026, buying an estimated $698K and bringing the position to 35,154 shares worth $13.1M. The position accounts for 3.19% of the portfolio, ranked #8.

Financial Perspectives first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.2M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Financial Perspectives held 35,154 shares of Microsoft worth $13.1M as of Q2 2026.
  • Financial Perspectives bought 1,725 Microsoft shares in Q2 2026, an estimated $698K.
  • Microsoft made up 3.19% of Financial Perspectives's portfolio in Q2 2026, its #8 holding.
  • Financial Perspectives first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Microsoft position peaked at $17.2M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.