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Hummer Financial Advisory Services’s Microsoft MSFT Stock Holding History

Hummer Financial 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 		$2.33M Buy
6,243
+14
+0.2% +$5.66K 1.53% 12
2026
Q1 		$2.31M Buy
6,229
+20
+0.3% +$8.37K 1.63% 13
2025
Q4 		$3M Sell
6,209
-20
-0.3% -$10K 2.12% 6
2025
Q3 		$3.23M Hold
6,229
– – 2.35% 5
2025
Q2 		$3.1M Buy
6,229
+10
+0.2% +$4.34K 2.33% 6
2025
Q1 		$2.33M Buy
6,219
+120
+2% +$48.9K 1.9% 7
2024
Q4 		$2.57M Sell
6,099
-100
-2% -$42.6K 2.03% 7
2024
Q3 		$2.67M Buy
6,199
+10
+0.2% +$4.28K 2.1% 6
2024
Q2 		$2.77M Sell
6,189
-25
-0.4% -$10.6K 2.39% 6
2024
Q1 		$2.61M Hold
6,214
– – 2.16% 6
2023
Q4 		$2.34M Buy
6,214
+14
+0.2% +$4.98K 2.14% 7
2023
Q3 		$1.96M Hold
6,200
– – 2% 7
2023
Q2 		$2.11M Hold
6,200
– – 2.07% 7
2023
Q1 		$1.79M Sell
6,200
-130
-2% -$33.2K 1.9% 7
2022
Q4 		$1.52M Hold
6,330
– – 1.67% 9
2022
Q3 		$1.47M Sell
6,330
-150
-2% -$39.6K 1.73% 9
2022
Q2 		$1.66M Hold
6,480
– – 1.88% 7
2022
Q1 		$2M Buy
6,480
+130
+2% +$39.1K 1.8% 6
2021
Q4 		$2.14M Sell
6,350
-180
-3% -$58.4K 1.8% 6
2021
Q3 		$1.84M Hold
6,530
– – 1.7% 8
2021
Q2 		$1.77M Hold
6,530
– – 1.63% 8
2021
Q1 		$1.54M Hold
6,530
– – 1.5% 9
2020
Q4 		$1.45M Hold
6,530
– – 1.53% 10
2020
Q3 		$1.37M Hold
6,530
– – 1.62% 9
2020
Q2 		$1.33M Hold
6,530
– – 1.7% 9
2020
Q1 		$1.03M Buy
6,530
+280
+4% +$46K 1.55% 12
2019
Q4 		$986K Buy
+6,250
New +$918K 1.07% 20

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

Hummer Financial Advisory Services's MSFT Position: Q2 2026 in Review

Hummer Financial Advisory Services increased its Microsoft (MSFT) stake by 0.22% in Q2 2026, buying an estimated $5.66K and bringing the position to 6,243 shares worth $2.33M. The position accounts for 1.53% of the portfolio, ranked #12.

Hummer Financial Advisory Services first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.23M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hummer Financial Advisory Services held 6,243 shares of Microsoft worth $2.33M as of Q2 2026.
  • Hummer Financial Advisory Services bought 14 Microsoft shares in Q2 2026, an estimated $5.66K.
  • Microsoft made up 1.53% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #12 holding.
  • Hummer Financial Advisory Services first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Hummer Financial Advisory Services's Microsoft position peaked at $3.23M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.