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HHM Wealth Advisors’s Microsoft MSFT Stock Holding History

HHM Wealth 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 		$9.98M Buy
26,765
+1,869
+8% +$756K 1% 16
2026
Q1 		$9.22M Buy
24,896
+952
+4% +$398K 1.06% 16
2025
Q4 		$11.6M Buy
23,944
+183
+0.8% +$91.7K 1.36% 15
2025
Q3 		$12.3M Sell
23,761
-215
-0.9% -$110K 1.42% 14
2025
Q2 		$11.9M Sell
23,976
-865
-3% -$376K 1.42% 15
2025
Q1 		$9.33M Buy
24,841
+379
+2% +$155K 1.26% 15
2024
Q4 		$10.3M Buy
24,462
+5,385
+28% +$2.29M 1.4% 14
2024
Q3 		$8.21M Buy
19,077
+283
+2% +$121K 1.16% 15
2024
Q2 		$8.4M Buy
18,794
+1,542
+9% +$651K 1.26% 15
2024
Q1 		$7.26M Sell
17,252
-166
-1% -$67.2K 1.19% 14
2023
Q4 		$6.55M Buy
17,418
+149
+0.9% +$53K 1.14% 13
2023
Q3 		$5.45M Sell
17,269
-120
-0.7% -$39.7K 1.07% 13
2023
Q2 		$5.92M Buy
17,389
+8
+0% +$2.51K 1.11% 13
2023
Q1 		$5.01M Buy
17,381
+435
+3% +$111K 1.02% 13
2022
Q4 		$4.06M Buy
16,946
+143
+0.9% +$34.3K 0.93% 15
2022
Q3 		$3.91M Sell
16,803
-1,304
-7% -$344K 1.03% 14
2022
Q2 		$4.65M Buy
18,107
+605
+3% +$164K 1.19% 13
2022
Q1 		$5.4M Buy
17,502
+4,907
+39% +$1.48M 1.26% 13
2021
Q4 		$4.24M Buy
12,595
+125
+1% +$40.5K 1.02% 13
2021
Q3 		$3.52M Sell
12,470
-222
-2% -$64.6K 0.96% 13
2021
Q2 		$3.44M Buy
12,692
+395
+3% +$100K 0.93% 13
2021
Q1 		$2.9M Buy
12,297
+277
+2% +$64.3K 0.9% 15
2020
Q4 		$2.67M Buy
12,020
+270
+2% +$58.1K 0.92% 14
2020
Q3 		$2.47M Buy
11,750
+848
+8% +$178K 0.99% 14
2020
Q2 		$2.22M Buy
10,902
+817
+8% +$148K 0.93% 16
2020
Q1 		$1.59M Sell
10,085
-360
-3% -$59.2K 0.78% 16
2019
Q4 		$1.65M Buy
10,445
+1,876
+22% +$276K 0.79% 17
2019
Q3 		$1.19M Buy
8,569
+680
+9% +$93.5K 0.68% 18
2019
Q2 		$1.06M Buy
7,889
+800
+11% +$102K 0.62% 20
2019
Q1 		$836K Buy
7,089
+3,747
+112% +$409K 0.53% 22
2018
Q4 		$339K Buy
+3,342
New +$358K 0.25% 37

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

HHM Wealth Advisors's MSFT Position: Q2 2026 in Review

HHM Wealth Advisors increased its Microsoft (MSFT) stake by 7.5% in Q2 2026, buying an estimated $756K and bringing the position to 26,765 shares worth $9.98M. The position accounts for 1% of the portfolio, ranked #16.

HHM Wealth Advisors first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.3M in Q3 2025. 1,163 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HHM Wealth Advisors held 26,765 shares of Microsoft worth $9.98M as of Q2 2026.
  • HHM Wealth Advisors bought 1,869 Microsoft shares in Q2 2026, an estimated $756K.
  • Microsoft made up 1% of HHM Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • HHM Wealth Advisors first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • HHM Wealth Advisors's Microsoft position peaked at $12.3M in Q3 2025.
  • 1,163 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.