Frisch 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 | $8.72M | Sell |
23,372
-2,355
| -9% | -$953K | 1.5% | 22 |
|
|
2026
Q1 | $9.52M | Buy |
25,727
+342
| +1% | +$143K | 1.99% | 18 |
|
|
2025
Q4 | $12.3M | Buy |
25,385
+1,869
| +8% | +$937K | 2.75% | 11 |
|
|
2025
Q3 | $12.2M | Sell |
23,516
-186
| -0.8% | -$94.9K | 2.83% | 10 |
|
|
2025
Q2 | $11.8M | Buy |
23,702
+1,240
| +6% | +$538K | 2.88% | 10 |
|
|
2025
Q1 | $8.43M | Sell |
22,462
-101
| -0.4% | -$41.2K | 2.37% | 18 |
|
|
2024
Q4 | $9.51M | Sell |
22,563
-265
| -1% | -$113K | 2.88% | 14 |
|
|
2024
Q3 | $9.82M | Sell |
22,828
-361
| -2% | -$154K | 2.95% | 13 |
|
|
2024
Q2 | $10.4M | Buy |
23,189
+577
| +3% | +$244K | 3.14% | 11 |
|
|
2024
Q1 | $9.51M | Sell |
22,612
-5,083
| -18% | -$2.06M | 3.16% | 13 |
|
|
2023
Q4 | $10.4M | Sell |
27,695
-968
| -3% | -$345K | 3.93% | 9 |
|
|
2023
Q3 | $9.05M | Sell |
28,663
-283
| -1% | -$93.5K | 3.67% | 11 |
|
|
2023
Q2 | $9.86M | Sell |
28,946
-1,813
| -6% | -$568K | 4.73% | 6 |
|
|
2023
Q1 | $8.87M | Buy |
30,759
+622
| +2% | +$159K | 3.44% | 10 |
|
|
2022
Q4 | $7.23M | Buy |
30,137
+723
| +2% | +$174K | 2.71% | 11 |
|
|
2022
Q3 | $6.85M | Buy |
29,414
+996
| +4% | +$263K | 2.9% | 12 |
|
|
2022
Q2 | $7.3M | Buy |
28,418
+42
| +0.1% | +$11.4K | 2.82% | 12 |
|
|
2022
Q1 | $8.75M | Sell |
28,376
-1,381
| -5% | -$415K | 2.81% | 10 |
|
|
2021
Q4 | $9.82M | Sell |
29,757
-50
| -0.2% | -$16.2K | 3.08% | 7 |
|
|
2021
Q3 | $8.4M | Buy |
29,807
+160
| +0.5% | +$46.6K | 2.8% | 12 |
|
|
2021
Q2 | $8.03M | Buy |
29,647
+33
| +0.1% | +$8.39K | 2.53% | 13 |
|
|
2021
Q1 | $6.98M | Sell |
29,614
-771
| -3% | -$179K | 2.35% | 15 |
|
|
2020
Q4 | $6.76M | Buy |
30,385
+645
| +2% | +$139K | 2.47% | 13 |
|
|
2020
Q3 | $6.25M | Sell |
29,740
-914
| -3% | -$192K | 2.72% | 10 |
|
|
2020
Q2 | $6.24M | Sell |
30,654
-497
| -2% | -$90.2K | 2.95% | 9 |
|
|
2020
Q1 | $4.91M | Buy |
31,151
+10,846
| +53% | +$1.78M | 2.86% | 14 |
|
|
2019
Q4 | $3.2M | Buy |
20,305
+2,882
| +17% | +$423K | 1.52% | 19 |
|
|
2019
Q3 | $2.42M | Buy |
17,423
+523
| +3% | +$71.9K | 1.46% | 17 |
|
|
2019
Q2 | $2.26M | Sell |
16,900
-6,095
| -27% | -$774K | 1.52% | 15 |
|
|
2019
Q1 | $2.71M | Buy |
22,995
+1,328
| +6% | +$145K | 1.66% | 15 |
|
|
2018
Q4 | $2.2M | Buy |
+21,667
| New | +$2.32M | 1.54% | 16 |
|
Other funds holding MSFT
Frisch Financial Group's MSFT Position: Q2 2026 in Review
Frisch Financial Group reduced its Microsoft (MSFT) stake by 9.2% in Q2 2026, selling an estimated $953K and leaving 23,372 shares worth $8.72M. The position accounts for 1.5% of the portfolio, ranked #22.
Frisch Financial Group first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.3M in Q4 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Frisch Financial Group held 23,372 shares of Microsoft worth $8.72M as of Q2 2026.
- Frisch Financial Group sold 2,355 Microsoft shares in Q2 2026, an estimated $953K.
- Microsoft made up 1.5% of Frisch Financial Group's portfolio in Q2 2026, its #22 holding.
- Frisch Financial Group first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Frisch Financial Group's Microsoft position peaked at $12.3M in Q4 2025.
- 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.