Harmony Asset Management’s Microsoft MSFT Stock Holding History

Harmony Asset Management’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	$10.3M	Sell	27,745 -2,367	-8%	-$958K	2.78%	7
2026 Q1	$11.1M	Buy	30,112 +2,534	+9%	+$1.06M	3.41%	6
2025 Q4	$13.3M	Buy	27,578 +913	+3%	+$458K	4.47%	4
2025 Q3	$13.8M	Buy	26,665 +90	+0.3%	+$45.9K	4.76%	3
2025 Q2	$13.2M	Buy	26,575 +80	+0.3%	+$34.7K	4.95%	3
2025 Q1	$9.95M	Sell	26,495 -160	-0.6%	-$65.2K	4.17%	4
2024 Q4	$11.2M	Sell	26,655 -1,240	-4%	-$528K	4.45%	4
2024 Q3	$12M	Buy	27,895 +1,915	+7%	+$819K	4.41%	4
2024 Q2	$11.6M	Buy	25,980 +2,297	+10%	+$970K	4.87%	3
2024 Q1	$9.96M	Sell	23,683 -1,367	-5%	-$553K	4.11%	3
2023 Q4	$9.42M	Buy	+25,050	New	+$8.92M	3.98%	4

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harmony Asset Management's MSFT Position: Q2 2026 in Review

Harmony Asset Management reduced its Microsoft (MSFT) stake by 7.9% in Q2 2026, selling an estimated $958K and leaving 27,745 shares worth $10.3M. The position accounts for 2.78% of the portfolio, ranked #7.

Harmony Asset Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Harmony Asset Management held 27,745 shares of Microsoft worth $10.3M as of Q2 2026.
Harmony Asset Management sold 2,367 Microsoft shares in Q2 2026, an estimated $958K.
Microsoft made up 2.78% of Harmony Asset Management's portfolio in Q2 2026, its #7 holding.
Harmony Asset Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's Microsoft position peaked at $13.8M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.