M3 Advisory Group’s Microsoft MSFT Stock Holding History

M3 Advisory Group's MSFT Position: Q2 2026 in Review

M3 Advisory Group reduced its Microsoft (MSFT) stake by 0.44% in Q2 2026, selling an estimated $10.5K and leaving 5,854 shares worth $2.18M. The position accounts for 1.13% of the portfolio, ranked #22.

M3 Advisory Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.05M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

• M3 Advisory Group held 5,854 shares of Microsoft worth $2.18M as of Q2 2026.
• M3 Advisory Group sold 26 Microsoft shares in Q2 2026, an estimated $10.5K.
• Microsoft made up 1.13% of M3 Advisory Group's portfolio in Q2 2026, its #22 holding.
• M3 Advisory Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
• M3 Advisory Group's Microsoft position peaked at $3.05M in Q3 2025.
• 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.