HHM Wealth 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 | $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
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. 6,223 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.
- 6,223 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.