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Forum Private Client Group’s Microsoft MSFT Stock Holding History

Forum Private Client 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 		$595K Buy
1,595
+38
+2% +$15.4K 0.18% 47
2026
Q1 		$576K Buy
1,557
+270
+21% +$113K 0.19% 47
2025
Q4 		$622K Sell
1,287
-32
-2% -$16K 0.21% 44
2025
Q3 		$683K Buy
1,319
+37
+3% +$18.9K 0.24% 43
2025
Q2 		$638K Buy
1,282
+1
+0.1% +$434 0.25% 43
2025
Q1 		$481K Buy
1,281
+6
+0.5% +$2.45K 0.21% 48
2024
Q4 		$537K Buy
1,275
+213
+20% +$90.7K 0.24% 43
2024
Q3 		$457K Buy
1,062
+1
+0.1% +$427 0.2% 47
2024
Q2 		$474K Sell
1,061
-34
-3% -$14.4K 0.23% 44
2024
Q1 		$461K Sell
1,095
-2
-0.2% -$810 0.22% 47
2023
Q4 		$412K Buy
+1,097
New +$390K 0.22% 49
2023
Q3 		– Sell
-948
Closed -$323K – 49
2023
Q2 		$323K Sell
948
-68
-7% -$21.3K 0.18% 56
2023
Q1 		$293K Buy
1,016
+22
+2% +$5.61K 0.19% 60
2022
Q4 		$238K Sell
994
-7
-0.7% -$1.68K 0.16% 62
2022
Q3 		$233K Buy
1,001
+21
+2% +$5.54K 0.17% 59
2022
Q2 		$252K Sell
980
-42
-4% -$11.4K 0.18% 58
2022
Q1 		$315K Buy
+1,022
New +$307K 0.24% 51

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

Forum Private Client Group's MSFT Position: Q2 2026 in Review

Forum Private Client Group increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,595 shares worth $595K. The position accounts for 0.18% of the portfolio, ranked #47.

Forum Private Client Group first reported a position in MSFT in Q1 2022 and has held it in 17 quarters since. The position peaked at $683K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Forum Private Client Group held 1,595 shares of Microsoft worth $595K as of Q2 2026.
  • Forum Private Client Group bought 38 Microsoft shares in Q2 2026, an estimated $15.4K.
  • Microsoft made up 0.18% of Forum Private Client Group's portfolio in Q2 2026, its #47 holding.
  • Forum Private Client Group first reported a position in Microsoft in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's Microsoft position peaked at $683K in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.