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HBW Advisory Services’s Microsoft MSFT Stock Holding History

HBW Advisory Services’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 		$10.1M Buy
27,028
+457
+2% +$185K 0.91% 28
2026
Q1 		$9.84M Buy
26,571
+1,728
+7% +$723K 1.04% 20
2025
Q4 		$12M Sell
24,843
-618
-2% -$310K 1.31% 13
2025
Q3 		$13.2M Buy
25,461
+814
+3% +$415K 1.48% 12
2025
Q2 		$12.3M Buy
24,647
+1,949
+9% +$846K 1.51% 13
2025
Q1 		$8.52M Buy
22,698
+4
+0% +$1.63K 1.21% 15
2024
Q4 		$9.57M Buy
22,694
+800
+4% +$341K 0.98% 14
2024
Q3 		$9.42M Buy
21,894
+581
+3% +$248K 1.38% 12
2024
Q2 		$9.53M Sell
21,313
-753
-3% -$318K 1.58% 9
2024
Q1 		$8.3M Hold
22,066
– – 1.55% 7
2023
Q4 		$8.3M Buy
22,066
+16
+0.1% +$5.7K 1.55% 7
2023
Q3 		$6.96M Sell
22,050
-2,000
-8% -$661K 1.45% 10
2023
Q2 		$8.19M Sell
24,050
-80
-0.3% -$25.1K 1.78% 5
2023
Q1 		$6.96M Sell
24,130
-42
-0.2% -$10.7K 1.73% 4
2022
Q4 		$5.8M Sell
24,172
-1
-0% -$240 1.53% 7
2022
Q3 		$5.63M Buy
24,173
+76
+0.3% +$20.1K 1.57% 7
2022
Q2 		$6.19M Buy
24,097
+6,209
+35% +$1.69M 1.6% 7
2022
Q1 		$5.51M Sell
17,888
-8,533
-32% -$2.57M 1.94% 8
2021
Q4 		$8.89M Buy
26,421
+410
+2% +$133K 2.06% 5
2021
Q3 		$7.33M Sell
26,011
-2,203
-8% -$641K 1.9% 6
2021
Q2 		$7.64M Buy
28,214
+1,324
+5% +$337K 2.01% 5
2021
Q1 		$6.34M Buy
26,890
+1,464
+6% +$340K 1.69% 8
2020
Q4 		$5.66M Buy
25,426
+3,312
+15% +$712K 1.72% 8
2020
Q3 		$4.65M Buy
22,114
+1,037
+5% +$218K 1.91% 5
2020
Q2 		$4.29M Buy
21,077
+1,777
+9% +$323K 1.99% 8
2020
Q1 		$3.09M Buy
19,300
+1,017
+6% +$167K 2.24% 10
2019
Q4 		$2.9M Buy
18,283
+577
+3% +$84.8K 1.69% 14
2019
Q3 		$2.45M Buy
+17,706
New +$2.43M 2.34% 10

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

HBW Advisory Services's MSFT Position: Q2 2026 in Review

HBW Advisory Services increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $185K and bringing the position to 27,028 shares worth $10.1M. The position accounts for 0.91% of the portfolio, ranked #28.

HBW Advisory Services first reported a position in MSFT in Q3 2019 and has held it in 28 quarters since. The position peaked at $13.2M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HBW Advisory Services held 27,028 shares of Microsoft worth $10.1M as of Q2 2026.
  • HBW Advisory Services bought 457 Microsoft shares in Q2 2026, an estimated $185K.
  • Microsoft made up 0.91% of HBW Advisory Services's portfolio in Q2 2026, its #28 holding.
  • HBW Advisory Services first reported a position in Microsoft in Q3 2019 and has held it in 28 quarters since.
  • HBW Advisory Services's Microsoft position peaked at $13.2M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.