Fortem Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.7M | Buy |
17,957
+1,000
| +6% | +$405K | 1.37% | 25 |
|
|
2026
Q1 | $6.28M | Buy |
16,957
+2,628
| +18% | +$1.1M | 1.58% | 22 |
|
|
2025
Q4 | $6.93M | Buy |
14,329
+291
| +2% | +$146K | 1.85% | 15 |
|
|
2025
Q3 | $7.27M | Sell |
14,038
-425
| -3% | -$217K | 2.09% | 11 |
|
|
2025
Q2 | $7.19M | Buy |
14,463
+811
| +6% | +$352K | 2.32% | 8 |
|
|
2025
Q1 | $5.12M | Buy |
13,652
+1,790
| +15% | +$730K | 1.99% | 10 |
|
|
2024
Q4 | $5M | Buy |
11,862
+157
| +1% | +$66.9K | 1.94% | 11 |
|
|
2024
Q3 | $5.04M | Buy |
11,705
+48
| +0.4% | +$20.5K | 2.05% | 11 |
|
|
2024
Q2 | $5.21M | Sell |
11,657
-14
| -0.1% | -$5.91K | 2.24% | 8 |
|
|
2024
Q1 | $4.91M | Sell |
11,671
-348
| -3% | -$141K | 2.16% | 7 |
|
|
2023
Q4 | $4.52M | Buy |
12,019
+2,289
| +24% | +$815K | 2.25% | 8 |
|
|
2023
Q3 | $3.07M | Buy |
9,730
+913
| +10% | +$302K | 1.8% | 11 |
|
|
2023
Q2 | $3M | Buy |
8,817
+88
| +1% | +$27.6K | 1.78% | 12 |
|
|
2023
Q1 | $2.52M | Sell |
8,729
-1,933
| -18% | -$493K | 1.64% | 11 |
|
|
2022
Q4 | $2.56M | Sell |
10,662
-605
| -5% | -$145K | 1.5% | 14 |
|
|
2022
Q3 | $2.62M | Buy |
11,267
+216
| +2% | +$57K | 1.82% | 8 |
|
|
2022
Q2 | $2.84M | Sell |
11,051
-192
| -2% | -$52.1K | 1.85% | 8 |
|
|
2022
Q1 | $3.47M | Sell |
11,243
-385
| -3% | -$116K | 1.52% | 11 |
|
|
2021
Q4 | $3.91M | Buy |
11,628
+141
| +1% | +$45.7K | 1.78% | 9 |
|
|
2021
Q3 | $3.24M | Sell |
11,487
-256
| -2% | -$74.5K | 1.64% | 11 |
|
|
2021
Q2 | $3.18M | Buy |
11,743
+880
| +8% | +$224K | 1.61% | 12 |
|
|
2021
Q1 | $2.56M | Buy |
10,863
+300
| +3% | +$69.6K | 1.48% | 14 |
|
|
2020
Q4 | $2.35M | Sell |
10,563
-84
| -0.8% | -$18.1K | 1.41% | 14 |
|
|
2020
Q3 | $2.24M | Buy |
10,647
+977
| +10% | +$205K | 1.62% | 13 |
|
|
2020
Q2 | $1.97M | Sell |
9,670
-1,187
| -11% | -$215K | 1.52% | 19 |
|
|
2020
Q1 | $1.71M | Buy |
10,857
+561
| +5% | +$92.3K | 1.56% | 16 |
|
|
2019
Q4 | $1.62M | Buy |
10,296
+524
| +5% | +$77K | 1.2% | 33 |
|
|
2019
Q3 | $1.36M | Buy |
9,772
+2,597
| +36% | +$357K | 1.16% | 39 |
|
|
2019
Q2 | $961K | Buy |
7,175
+300
| +4% | +$38.1K | 0.97% | 44 |
|
|
2019
Q1 | $811K | Buy |
6,875
+1,404
| +26% | +$153K | 0.84% | 48 |
|
|
2018
Q4 | $556K | Buy |
+5,471
| New | +$586K | 0.67% | 50 |
|
Other funds holding MSFT
Fortem Financial Group's MSFT Position: Q2 2026 in Review
Fortem Financial Group increased its Microsoft (MSFT) stake by 5.9% in Q2 2026, buying an estimated $405K and bringing the position to 17,957 shares worth $6.7M. The position accounts for 1.37% of the portfolio, ranked #25.
Fortem Financial Group first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.27M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Fortem Financial Group held 17,957 shares of Microsoft worth $6.7M as of Q2 2026.
- Fortem Financial Group bought 1,000 Microsoft shares in Q2 2026, an estimated $405K.
- Microsoft made up 1.37% of Fortem Financial Group's portfolio in Q2 2026, its #25 holding.
- Fortem Financial Group first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Fortem Financial Group's Microsoft position peaked at $7.27M in Q3 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.