Frank Rimerman Advisors
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Frank Rimerman Advisors’s Microsoft MSFT Stock Holding History

Frank Rimerman 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
Q3 		$62.4M Buy
121,621
+11,754
+11% +$5.44M 3.45% 5
2026
Q2 		$41M Sell
109,867
-17,038
-13% -$6.89M 2.32% 9
2026
Q1 		$47M Buy
126,905
+4,041
+3% +$1.69M 3.08% 7
2025
Q4 		$59.4M Buy
122,864
+1,831
+2% +$918K 3.77% 5
2025
Q3 		$62.7M Buy
121,033
+810
+0.7% +$413K 4.02% 6
2025
Q2 		$59.8M Sell
120,223
-6,684
-5% -$2.9M 4.02% 5
2025
Q1 		$47.6M Buy
126,907
+6,527
+5% +$2.66M 3.78% 6
2024
Q4 		$50.7M Sell
120,380
-13,330
-10% -$5.68M 3.68% 7
2024
Q3 		$57.5M Sell
133,710
-8,510
-6% -$3.64M 4.08% 5
2024
Q2 		$63.6M Buy
142,220
+122,526
+622% +$51.7M 4.5% 5
2024
Q1 		$8.29M Buy
19,694
+2,122
+12% +$859K 1.59% 13
2023
Q4 		$6.61M Buy
17,572
+1,509
+9% +$537K 1.38% 14
2023
Q3 		$5.07M Buy
16,063
+761
+5% +$251K 1.23% 16
2023
Q2 		$5.21M Buy
15,302
+326
+2% +$102K 1.24% 17
2023
Q1 		$4.32M Buy
14,976
+921
+7% +$235K 1.19% 16
2022
Q4 		$3.37M Sell
14,055
-33
-0.2% -$7.92K 1.05% 18
2022
Q3 		$3.28M Buy
14,088
+4,363
+45% +$1.15M 1.18% 18
2022
Q2 		$2.5M Sell
9,725
-2,444
-20% -$663K 0.95% 21
2022
Q1 		$3.75M Buy
12,169
+2,752
+29% +$828K 1.2% 16
2021
Q4 		$3.17M Sell
9,417
-81
-0.9% -$26.3K 1.06% 17
2021
Q3 		$2.68M Sell
9,498
-1,241
-12% -$361K 1.03% 18
2021
Q2 		$2.91M Hold
10,739
– – 1.14% 16
2021
Q1 		$2.53M Sell
10,739
-1,400
-12% -$325K 1.12% 17
2020
Q4 		$2.7M Buy
+12,139
New +$2.61M 1.22% 15

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Frank Rimerman Advisors's MSFT Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Microsoft (MSFT) stake by 11% in Q3 2026, buying an estimated $5.44M and bringing the position to 121,621 shares worth $62.4M. The position accounts for 3.45% of the portfolio, ranked #5.

Frank Rimerman Advisors first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $63.6M in Q2 2024. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Frank Rimerman Advisors held 121,621 shares of Microsoft worth $62.4M as of Q3 2026.
  • Frank Rimerman Advisors bought 11,754 Microsoft shares in Q3 2026, an estimated $5.44M.
  • Microsoft made up 3.45% of Frank Rimerman Advisors's portfolio in Q3 2026, its #5 holding.
  • Frank Rimerman Advisors first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Frank Rimerman Advisors's Microsoft position peaked at $63.6M in Q2 2024.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.