Guardian Asset Advisors’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
$5.61M Buy
15,019
+2,144
+17% +$867K 2.59% 9
2026
Q1
$4.77M Sell
12,875
-706
-5% -$295K 2.79% 9
2025
Q4
$6.58M Buy
13,581
+593
+5% +$297K 3.42% 8
2025
Q3
$6.74M Sell
12,988
-314
-2% -$160K 3.62% 8
2025
Q2
$6.62M Buy
13,302
+11
+0.1% +$4.78K 3.8% 7
2025
Q1
$4.99M Sell
13,291
-47
-0.4% -$19.2K 3.26% 9
2024
Q4
$5.63M Buy
13,338
+33
+0.2% +$14.1K 3.61% 8
2024
Q3
$5.73M Buy
13,305
+183
+1% +$78.2K 3.89% 8
2024
Q2
$5.87M Buy
13,122
+474
+4% +$200K 4.31% 6
2024
Q1
$5.32M Buy
12,648
+541
+4% +$219K 4.41% 4
2023
Q4
$4.55M Buy
+12,107
New +$4.31M 4.27% 5

Other funds holding MSFT

Guardian Asset Advisors's MSFT Position: Q2 2026 in Review

Guardian Asset Advisors increased its Microsoft (MSFT) stake by 17% in Q2 2026, buying an estimated $867K and bringing the position to 15,019 shares worth $5.61M. The position accounts for 2.59% of the portfolio, ranked #9.

Guardian Asset Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.74M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Guardian Asset Advisors held 15,019 shares of Microsoft worth $5.61M as of Q2 2026.
  • Guardian Asset Advisors bought 2,144 Microsoft shares in Q2 2026, an estimated $867K.
  • Microsoft made up 2.59% of Guardian Asset Advisors's portfolio in Q2 2026, its #9 holding.
  • Guardian Asset Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Guardian Asset Advisors's Microsoft position peaked at $6.74M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.