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HFM Investment Advisors’s Microsoft MSFT Stock Holding History

HFM Investment 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 		$211K Buy
566
+168
+42% +$68K 0.07% 24
2026
Q1 		$148K Sell
398
-160
-29% -$67K 0.06% 30
2025
Q4 		$270K Buy
558
+283
+103% +$142K 0.11% 24
2025
Q3 		$142K Sell
275
-8
-3% -$4.08K 0.06% 26
2025
Q2 		$141K Buy
283
+88
+45% +$38.2K 0.06% 26
2025
Q1 		$73.1K Buy
+195
New +$79.5K 0.04% 32

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

HFM Investment Advisors's MSFT Position: Q2 2026 in Review

HFM Investment Advisors increased its Microsoft (MSFT) stake by 42% in Q2 2026, buying an estimated $68K and bringing the position to 566 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #24.

HFM Investment Advisors first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $270K in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HFM Investment Advisors held 566 shares of Microsoft worth $211K as of Q2 2026.
  • HFM Investment Advisors bought 168 Microsoft shares in Q2 2026, an estimated $68K.
  • Microsoft made up 0.07% of HFM Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • HFM Investment Advisors first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Microsoft position peaked at $270K in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.