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Fingerlakes Wealth Management’s Microsoft MSFT Stock Holding History

Fingerlakes Wealth Management’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 		$3.32M Buy
8,909
+18
+0.2% +$7.28K 1.79% 15
2026
Q1 		$3.29M Sell
8,891
-20
-0.2% -$8.37K 2.18% 12
2025
Q4 		$4.31M Sell
8,911
-12
-0.1% -$6.01K 2.74% 11
2025
Q3 		$4.62M Buy
8,923
+3,817
+75% +$1.95M 3.01% 9
2025
Q2 		$2.54M Sell
5,106
-16
-0.3% -$6.95K 1.9% 15
2025
Q1 		$1.92M Sell
5,122
-142
-3% -$57.9K 1.64% 22
2024
Q4 		$2.22M Sell
5,264
-46
-0.9% -$19.6K 1.79% 19
2024
Q3 		$2.28M Buy
5,310
+58
+1% +$24.8K 1.9% 18
2024
Q2 		$2.35M Sell
5,252
-103
-2% -$43.5K 2.11% 14
2024
Q1 		$2.25M Buy
5,355
+77
+1% +$31.2K 2.18% 12
2023
Q4 		$1.98M Sell
5,278
-18
-0.3% -$6.41K 2.13% 14
2023
Q3 		$1.67M Buy
5,296
+879
+20% +$290K 2.04% 15
2023
Q2 		$1.5M Sell
4,417
-76
-2% -$23.8K 1.72% 17
2023
Q1 		$1.3M Sell
4,493
-89
-2% -$22.7K 1.61% 19
2022
Q4 		$1.1M Sell
4,582
-5
-0.1% -$1.2K 1.51% 21
2022
Q3 		$1.07M Sell
4,587
-123
-3% -$32.5K 1.56% 21
2022
Q2 		$1.21M Buy
4,710
+13
+0.3% +$3.53K 1.66% 18
2022
Q1 		$1.45M Sell
4,697
-93
-2% -$28K 1.69% 16
2021
Q4 		$1.61M Buy
+4,790
New +$1.55M 1.82% 14

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Fingerlakes Wealth Management's MSFT Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Microsoft (MSFT) stake by 0.2% in Q2 2026, buying an estimated $7.28K and bringing the position to 8,909 shares worth $3.32M. The position accounts for 1.79% of the portfolio, ranked #15.

Fingerlakes Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.62M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fingerlakes Wealth Management held 8,909 shares of Microsoft worth $3.32M as of Q2 2026.
  • Fingerlakes Wealth Management bought 18 Microsoft shares in Q2 2026, an estimated $7.28K.
  • Microsoft made up 1.79% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Fingerlakes Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Fingerlakes Wealth Management's Microsoft position peaked at $4.62M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.