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Garton & Associates Financial Advisors’s Microsoft MSFT Stock Holding History

Garton & Associates Financial 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 		– Sell
-10,479
Closed -$3.88M – 48
2026
Q1 		$3.88M Buy
10,479
+980
+10% +$410K 3.17% 7
2025
Q4 		$4.59M Buy
+9,499
New +$4.76M 2.57% 7

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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

Garton & Associates Financial Advisors's MSFT Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 10,479 shares — an estimated $3.88M sold.

Garton & Associates Financial Advisors first reported a position in MSFT in Q4 2025 and held it in 2 quarters. The position peaked at $4.59M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 10,479 Microsoft shares in Q2 2026, an estimated $3.88M.
  • Garton & Associates Financial Advisors first reported a position in Microsoft in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Microsoft position peaked at $4.59M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.