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Laurel Wealth Advisors (North Carolina)’s Microsoft MSFT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$23.2M Buy
62,158
+89
+0.1% +$36K 2.24% 9
2026
Q1 		$25.8M Buy
62,069
+2,584
+4% +$1.08M 2.55% 9
2025
Q4 		$28.8M Sell
59,485
-527
-0.9% -$264K 3.8% 4
2025
Q3 		$31.1M Sell
60,012
-235
-0.4% -$120K 4.34% 3
2025
Q2 		$30M Hold
60,247
– – 4.48% 2
2025
Q1 		$22.6M Buy
60,247
+382
+0.6% +$156K 3.54% 5
2024
Q4 		$25.2M Buy
59,865
+120
+0.2% +$51.1K 3.94% 3
2024
Q3 		$25.7M Sell
59,745
-591
-1% -$253K 4.1% 3
2024
Q2 		$27M Sell
60,336
-1,404
-2% -$593K 4.68% 3
2024
Q1 		$26M Buy
61,740
+297
+0.5% +$120K 4.43% 2
2023
Q4 		$23.1M Buy
61,443
+896
+1% +$319K 4.38% 3
2023
Q3 		$19.1M Sell
60,547
-1,851
-3% -$612K 4.04% 3
2023
Q2 		$21.2M Sell
62,398
-962
-2% -$301K 4.26% 3
2023
Q1 		$18.3M Buy
63,360
+1,173
+2% +$299K 3.86% 3
2022
Q4 		$14.9M Buy
62,187
+652
+1% +$156K 3.37% 4
2022
Q3 		$14.3M Buy
61,535
+1,536
+3% +$406K 3.57% 3
2022
Q2 		$15.4M Buy
59,999
+1,275
+2% +$346K 3.73% 3
2022
Q1 		$18.1M Sell
58,724
-670
-1% -$202K 3.8% 3
2021
Q4 		$20M Sell
59,394
-907
-2% -$294K 4.09% 3
2021
Q3 		$17M Sell
60,301
-3,796
-6% -$1.1M 3.76% 3
2021
Q2 		$17.4M Sell
64,097
-38
-0.1% -$9.66K 3.75% 3
2021
Q1 		$15.1M Sell
64,135
-159
-0.2% -$36.9K 3.66% 3
2020
Q4 		$14.3M Buy
64,294
+1,939
+3% +$417K 3.72% 3
2020
Q3 		$13.1M Sell
62,355
-869
-1% -$183K 3.92% 4
2020
Q2 		$12.9M Sell
63,224
-1,142
-2% -$207K 4.23% 3
2020
Q1 		$10.2M Sell
64,366
-8
-0% -$1.32K 3.81% 3
2019
Q4 		$10.2M Sell
64,374
-1,138
-2% -$167K 3.2% 4
2019
Q3 		$9.11M Buy
65,512
+129
+0.2% +$17.7K 3.11% 4
2019
Q2 		$8.76M Sell
65,383
-3,461
-5% -$439K 3.08% 4
2019
Q1 		$8.12M Sell
68,844
-57
-0.1% -$6.22K 2.98% 4
2018
Q4 		$7M Buy
+68,901
New +$7.38M 2.81% 4

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s MSFT Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Microsoft (MSFT) stake by 0.14% in Q2 2026, buying an estimated $36K and bringing the position to 62,158 shares worth $23.2M. The position accounts for 2.24% of the portfolio, ranked #9.

Laurel Wealth Advisors (North Carolina) first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $31.1M in Q3 2025. 2,586 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 62,158 shares of Microsoft worth $23.2M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 89 Microsoft shares in Q2 2026, an estimated $36K.
  • Microsoft made up 2.24% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #9 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Microsoft position peaked at $31.1M in Q3 2025.
  • 2,586 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.