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FSM Wealth Advisors’s Microsoft MSFT Stock Holding History

FSM Wealth 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
Q2 		$12.6M Buy
33,780
+4,550
+16% +$1.84M 1.34% 19
2026
Q1 		$10.8M Buy
29,230
+81
+0.3% +$33.9K 1.39% 19
2025
Q4 		$14.1M Sell
29,149
-2,268
-7% -$1.14M 1.93% 16
2025
Q3 		$16.3M Buy
31,417
+2,095
+7% +$1.07M 2.3% 13
2025
Q2 		$14.6M Buy
29,322
+6,124
+26% +$2.66M 2.37% 13
2025
Q1 		$8.71M Buy
23,198
+1,792
+8% +$731K 1.96% 15
2024
Q4 		$9.09M Buy
21,406
+1,674
+8% +$713K 2.22% 15
2024
Q3 		$8.49M Buy
19,732
+1,251
+7% +$535K 2.25% 14
2024
Q2 		$8.26M Buy
18,481
+236
+1% +$99.7K 2.77% 10
2024
Q1 		$7.68M Sell
18,245
-27
-0.1% -$10.9K 2.73% 10
2023
Q4 		$6.87M Sell
18,272
-371
-2% -$132K 2.92% 10
2023
Q3 		$5.89M Sell
18,643
-1,457
-7% -$481K 2.96% 10
2023
Q2 		$6.68M Sell
20,100
-315
-2% -$98.7K 3.35% 7
2023
Q1 		$5.89M Buy
20,415
+1,119
+6% +$285K 3.42% 7
2022
Q4 		$4.63M Buy
19,296
+2,017
+12% +$484K 3.29% 6
2022
Q3 		$4.02M Buy
17,279
+3,458
+25% +$913K 3.34% 5
2022
Q2 		$3.87M Buy
+13,821
New +$3.75M 3.84% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FSM Wealth Advisors's MSFT Position: Q2 2026 in Review

FSM Wealth Advisors increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $1.84M and bringing the position to 33,780 shares worth $12.6M. The position accounts for 1.34% of the portfolio, ranked #19.

FSM Wealth Advisors first reported a position in MSFT in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.3M in Q3 2025. 4,112 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • FSM Wealth Advisors held 33,780 shares of Microsoft worth $12.6M as of Q2 2026.
  • FSM Wealth Advisors bought 4,550 Microsoft shares in Q2 2026, an estimated $1.84M.
  • Microsoft made up 1.34% of FSM Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • FSM Wealth Advisors first reported a position in Microsoft in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Microsoft position peaked at $16.3M in Q3 2025.
  • 4,112 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.