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Formidable Asset Management’s Microsoft MSFT Stock Holding History

Formidable Asset 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
2017
Q4 		– Sell
-30
Closed -$3K – 174
2017
Q3 		$3K Buy
+30
New +$2.19K ﹤0.01% 203
2017
Q2 		– Sell
-20
Closed -$3K – 193
2017
Q1 		$3K Buy
+20
New +$1.28K ﹤0.01% 201

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

Formidable Asset Management's MSFT Position: Q2 2026 in Review

Formidable Asset Management increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $316K and bringing the position to 47,497 shares worth $17.6M. The position accounts for 2.8% of the portfolio, ranked #6.

Formidable Asset Management first reported a position in MSFT in Q3 2013 and has held it in 51 quarters since. The position peaked at $24.7M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Formidable Asset Management held 47,497 shares of Microsoft worth $17.6M as of Q2 2026.
  • Formidable Asset Management bought 781 Microsoft shares in Q2 2026, an estimated $316K.
  • Microsoft made up 2.8% of Formidable Asset Management's portfolio in Q2 2026, its #6 holding.
  • Formidable Asset Management first reported a position in Microsoft in Q3 2013 and has held it in 51 quarters since.
  • Formidable Asset Management's Microsoft position peaked at $24.7M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.