Forum Finance Group’s Microsoft MSFT Stock Holding History

Forum Finance Group’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	$7.92M	Buy	26,266 +9,559	+57%	+$3.87M	2.85%	4
2026 Q1	$4.96M	Buy	+16,707	New	+$6.99M	2.69%	7

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

Forum Finance Group's MSFT Position: Q2 2026 in Review

Forum Finance Group increased its Microsoft (MSFT) stake by 57% in Q2 2026, buying an estimated $3.87M and bringing the position to 26,266 shares worth $7.92M. The position accounts for 2.85% of the portfolio, ranked #4.

Forum Finance Group first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Forum Finance Group held 26,266 shares of Microsoft worth $7.92M as of Q2 2026.
Forum Finance Group bought 9,559 Microsoft shares in Q2 2026, an estimated $3.87M.
Microsoft made up 2.85% of Forum Finance Group's portfolio in Q2 2026, its #4 holding.
Forum Finance Group first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.