Financial Security Advisor’s Microsoft MSFT Stock Holding History

Financial Security Advisor’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	$11.6M	Sell	31,131 -254	-0.8%	-$103K	1.89%	12
2026 Q1	$11.6M	Buy	31,385 +446	+1%	+$187K	2.13%	11
2025 Q4	$15M	Buy	30,939 +461	+2%	+$231K	2.9%	8
2025 Q3	$15.8M	Sell	30,478 -175	-0.6%	-$89.3K	3.36%	6
2025 Q2	$15.2M	Buy	30,653 +93	+0.3%	+$40.4K	3.51%	6
2025 Q1	$11.5M	Buy	30,560 +555	+2%	+$226K	2.91%	9
2024 Q4	$12.6M	Sell	30,005 -82	-0.3%	-$34.9K	3.21%	9
2024 Q3	$12.9M	Buy	30,087 +1,577	+6%	+$674K	3.23%	9
2024 Q2	$12.7M	Buy	28,510 +1,063	+4%	+$449K	4.27%	6
2024 Q1	$11.5M	Buy	27,447 +177	+0.6%	+$71.7K	4.04%	6
2023 Q4	$10.3M	Buy	27,270 +452	+2%	+$161K	4.03%	6
2023 Q3	$8.47M	Buy	+26,818	New	+$8.86M	3.89%	6

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

Financial Security Advisor's MSFT Position: Q2 2026 in Review

Financial Security Advisor reduced its Microsoft (MSFT) stake by 0.81% in Q2 2026, selling an estimated $103K and leaving 31,131 shares worth $11.6M. The position accounts for 1.89% of the portfolio, ranked #12.

Financial Security Advisor first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.8M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Financial Security Advisor held 31,131 shares of Microsoft worth $11.6M as of Q2 2026.
Financial Security Advisor sold 254 Microsoft shares in Q2 2026, an estimated $103K.
Microsoft made up 1.89% of Financial Security Advisor's portfolio in Q2 2026, its #12 holding.
Financial Security Advisor first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's Microsoft position peaked at $15.8M in Q3 2025.
6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.