Financial Sense Advisors’s Microsoft MSFT Stock Holding History

Financial Sense 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
2025 Q1	–	Hold	0	–	-$3.2M	–	126
2024 Q4	–	Hold	0	–	–	–	27
2024 Q3	–	Hold	0	–	-$3.4M	–	134
2024 Q2	–	Hold	0	–	–	–	23
2024 Q1	–	Hold	0	–	–	–	24
2023 Q3	–	Hold	0	–	-$11.6M	–	100
2023 Q2	–	Hold	0	–	–	–	4
2023 Q1	–	Hold	0	–	-$2.04M	–	99
2022 Q4	–	Hold	0	–	–	–	32
2022 Q3	–	Hold	0	–	-$2.57M	–	90
2022 Q2	–	Hold	0	–	–	–	22
2022 Q1	–	Sell	-2,000	Closed	-$673K	–	119
2021 Q4	$673K	Buy	2,000 +1,000	+100%	+$324K	0.23%	69
2021 Q3	$282K	Buy	+1,000	New	+$291K	0.09%	86
2020 Q4	–	Sell	-5,000	Closed	-$1.05M	–	111
2020 Q3	$1.05M	Sell	5,000 -43,000	-90%	-$9.03M	0.42%	44
2020 Q2	$9.77M	Buy	+48,000	New	+$8.71M	3.49%	7
2019 Q4	–	Sell	-12,600	Closed	-$1.75M	–	90
2019 Q3	$1.75M	Buy	+12,600	New	+$1.73M	0.85%	21
2019 Q1	–	Sell	-14,600	Closed	-$1.48M	–	62
2018 Q4	$1.48M	Buy	+14,600	New	+$1.56M	0.94%	18

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 Sense Advisors's MSFT Position: Q2 2026 in Review

Financial Sense Advisors increased its Microsoft (MSFT) stake by 125% in Q2 2026, buying an estimated $6.13M and bringing the position to 27,293 shares worth $10.2M. The position accounts for 2% of the portfolio, ranked #12.

Financial Sense Advisors first reported a position in MSFT in Q3 2014 and has held it in 48 quarters since. The position peaked at $12.5M in Q3 2018. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Financial Sense Advisors held 27,293 shares of Microsoft worth $10.2M as of Q2 2026.
Financial Sense Advisors bought 15,139 Microsoft shares in Q2 2026, an estimated $6.13M.
Microsoft made up 2% of Financial Sense Advisors's portfolio in Q2 2026, its #12 holding.
Financial Sense Advisors first reported a position in Microsoft in Q3 2014 and has held it in 48 quarters since.
Financial Sense Advisors's Microsoft position peaked at $12.5M in Q3 2018.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.