GMFG
MSFT icon

Greater Midwest Financial Group’s Microsoft MSFT Stock Holding History

Greater Midwest Financial 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 		$12.3M Buy
32,872
+677
+2% +$274K 6.11% 4
2026
Q1 		$11.9M Buy
32,195
+4,526
+16% +$1.89M 6.4% 4
2025
Q4 		$13.4M Buy
27,669
+1,168
+4% +$585K 7.48% 3
2025
Q3 		$13.7M Sell
26,501
-8,131
-23% -$4.15M 8.86% 3
2025
Q2 		$17.2M Sell
34,632
-5,552
-14% -$2.41M 13.16% 1
2025
Q1 		$15.1M Buy
40,184
+763
+2% +$311K 10.51% 1
2024
Q4 		$16.6M Buy
39,421
+5,061
+15% +$2.16M 10.52% 1
2024
Q3 		$14.8M Sell
34,360
-581
-2% -$248K 8.68% 1
2024
Q2 		$14.6M Buy
34,941
+112
+0.3% +$47.3K 9.23% 1
2024
Q1 		$14.7M Buy
34,829
+62
+0.2% +$25.1K 9.18% 2
2023
Q4 		$13.1M Buy
+34,767
New +$12.4M 8.89% 2

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Greater Midwest Financial Group's MSFT Position: Q2 2026 in Review

Greater Midwest Financial Group increased its Microsoft (MSFT) stake by 2.1% in Q2 2026, buying an estimated $274K and bringing the position to 32,872 shares worth $12.3M. The position accounts for 6.11% of the portfolio, ranked #4.

Greater Midwest Financial Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.2M in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Greater Midwest Financial Group held 32,872 shares of Microsoft worth $12.3M as of Q2 2026.
  • Greater Midwest Financial Group bought 677 Microsoft shares in Q2 2026, an estimated $274K.
  • Microsoft made up 6.11% of Greater Midwest Financial Group's portfolio in Q2 2026, its #4 holding.
  • Greater Midwest Financial Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Greater Midwest Financial Group's Microsoft position peaked at $17.2M in Q2 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.