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FOCUS Wealth Advisors’s Microsoft MSFT Stock Holding History

FOCUS Wealth 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
2026
Q2 		$2.43M Buy
6,520
+43
+0.7% +$17.4K 1.13% 25
2026
Q1 		$2.4M Sell
6,477
-223
-3% -$93.3K 1.17% 25
2025
Q4 		$3.24M Sell
6,700
-25
-0.4% -$12.5K 1.51% 21
2025
Q3 		$3.48M Sell
6,725
-22
-0.3% -$11.2K 1.67% 20
2025
Q2 		$3.36M Sell
6,747
-37
-0.5% -$16.1K 1.74% 18
2025
Q1 		$2.55M Buy
6,784
+27
+0.4% +$11K 1.41% 21
2024
Q4 		$2.85M Sell
6,757
-12
-0.2% -$5.11K 1.51% 20
2024
Q3 		$2.91M Sell
6,769
-155
-2% -$66.3K 1.45% 19
2024
Q2 		$3.09M Buy
6,924
+290
+4% +$122K 1.59% 19
2024
Q1 		$2.79M Sell
6,634
-64
-1% -$25.9K 1.49% 18
2023
Q4 		$2.52M Sell
6,698
-203
-3% -$72.3K 1.59% 19
2023
Q3 		$2.18M Buy
6,901
+596
+9% +$197K 1.51% 19
2023
Q2 		$2.15M Sell
6,305
-592
-9% -$186K 1.45% 18
2023
Q1 		$1.99M Buy
6,897
+508
+8% +$130K 1.31% 20
2022
Q4 		$1.53M Sell
6,389
-122
-2% -$29.3K 1.06% 29
2022
Q3 		$1.52M Sell
6,511
-16
-0.2% -$4.22K 1.07% 25
2022
Q2 		$1.68M Buy
6,527
+103
+2% +$28K 1.15% 20
2022
Q1 		$1.98M Sell
6,424
-104
-2% -$31.3K 1.18% 19
2021
Q4 		$2.2M Buy
6,528
+175
+3% +$56.7K 1.31% 18
2021
Q3 		$1.79M Buy
6,353
+118
+2% +$34.3K 1.21% 22
2021
Q2 		$1.69M Buy
6,235
+77
+1% +$19.6K 1.18% 22
2021
Q1 		$1.49M Sell
6,158
-259
-4% -$60.1K 1.1% 23
2020
Q4 		$1.43M Buy
+6,417
New +$1.38M 1.1% 22

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

FOCUS Wealth Advisors's MSFT Position: Q2 2026 in Review

FOCUS Wealth Advisors increased its Microsoft (MSFT) stake by 0.66% in Q2 2026, buying an estimated $17.4K and bringing the position to 6,520 shares worth $2.43M. The position accounts for 1.13% of the portfolio, ranked #25.

FOCUS Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.48M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • FOCUS Wealth Advisors held 6,520 shares of Microsoft worth $2.43M as of Q2 2026.
  • FOCUS Wealth Advisors bought 43 Microsoft shares in Q2 2026, an estimated $17.4K.
  • Microsoft made up 1.13% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • FOCUS Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • FOCUS Wealth Advisors's Microsoft position peaked at $3.48M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.