Magnus Financial Group’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 | $11.6M | Buy |
31,211
+1,508
| +5% | +$610K | 0.82% | 29 |
|
|
2026
Q1 | $11M | Sell |
29,703
-3,520
| -11% | -$1.47M | 0.89% | 28 |
|
|
2025
Q4 | $16.1M | Buy |
33,223
+1,561
| +5% | +$782K | 1.23% | 15 |
|
|
2025
Q3 | $16.4M | Buy |
31,662
+586
| +2% | +$299K | 1.29% | 15 |
|
|
2025
Q2 | $15.5M | Buy |
31,076
+1,201
| +4% | +$522K | 1.36% | 15 |
|
|
2025
Q1 | $11.2M | Sell |
29,875
-112
| -0.4% | -$45.7K | 1.09% | 20 |
|
|
2024
Q4 | $12.6M | Buy |
29,987
+320
| +1% | +$136K | 1.22% | 20 |
|
|
2024
Q3 | $12.8M | Buy |
29,667
+449
| +2% | +$192K | 1.3% | 17 |
|
|
2024
Q2 | $13.1M | Buy |
29,218
+91
| +0.3% | +$38.4K | 1.47% | 14 |
|
|
2024
Q1 | $12.3M | Buy |
29,127
+584
| +2% | +$236K | 1.45% | 13 |
|
|
2023
Q4 | $10.7M | Buy |
28,543
+1,808
| +7% | +$644K | 1.41% | 14 |
|
|
2023
Q3 | $8.44M | Buy |
26,735
+195
| +0.7% | +$64.4K | 1.23% | 18 |
|
|
2023
Q2 | $9.04M | Buy |
26,540
+878
| +3% | +$275K | 1.29% | 16 |
|
|
2023
Q1 | $7.4M | Buy |
25,662
+3,000
| +13% | +$765K | 1.13% | 21 |
|
|
2022
Q4 | $5.43M | Buy |
22,662
+488
| +2% | +$117K | 0.88% | 25 |
|
|
2022
Q3 | $5.16M | Sell |
22,174
-115
| -0.5% | -$30.4K | 0.99% | 23 |
|
|
2022
Q2 | $5.72M | Buy |
22,289
+2,546
| +13% | +$691K | 1.05% | 20 |
|
|
2022
Q1 | $6.09M | Buy |
19,743
+5,976
| +43% | +$1.8M | 1.02% | 20 |
|
|
2021
Q4 | $4.63M | Buy |
13,767
+83
| +0.6% | +$26.9K | 0.88% | 22 |
|
|
2021
Q3 | $3.86M | Sell |
13,684
-630
| -4% | -$183K | 0.82% | 23 |
|
|
2021
Q2 | $3.88M | Buy |
14,314
+435
| +3% | +$111K | 0.84% | 24 |
|
|
2021
Q1 | $3.27M | Sell |
13,879
-17,579
| -56% | -$4.08M | 0.79% | 22 |
|
|
2020
Q4 | $7M | Sell |
31,458
-67
| -0.2% | -$14.4K | 0.69% | 18 |
|
|
2020
Q3 | $6.63M | Sell |
31,525
-7,554
| -19% | -$1.59M | 0.77% | 17 |
|
|
2020
Q2 | $7.95M | Buy |
39,079
+926
| +2% | +$168K | 0.88% | 14 |
|
|
2020
Q1 | $6.02M | Buy |
38,153
+4,220
| +12% | +$694K | 0.82% | 17 |
|
|
2019
Q4 | $5.35M | Buy |
33,933
+2,465
| +8% | +$362K | 0.77% | 17 |
|
|
2019
Q3 | $4.38M | Buy |
31,468
+205
| +0.7% | +$28.2K | 0.82% | 14 |
|
|
2019
Q2 | $4.19M | Buy |
31,263
+538
| +2% | +$68.3K | 0.81% | 18 |
|
|
2019
Q1 | $3.62M | Buy |
30,725
+367
| +1% | +$40K | 0.74% | 20 |
|
|
2018
Q4 | $3.08M | Buy |
+30,358
| New | +$3.25M | 0.82% | 17 |
|
Other funds holding MSFT
Magnus Financial Group's MSFT Position: Q2 2026 in Review
Magnus Financial Group increased its Microsoft (MSFT) stake by 5.1% in Q2 2026, buying an estimated $610K and bringing the position to 31,211 shares worth $11.6M. The position accounts for 0.82% of the portfolio, ranked #29.
Magnus Financial Group first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.4M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Magnus Financial Group held 31,211 shares of Microsoft worth $11.6M as of Q2 2026.
- Magnus Financial Group bought 1,508 Microsoft shares in Q2 2026, an estimated $610K.
- Microsoft made up 0.82% of Magnus Financial Group's portfolio in Q2 2026, its #29 holding.
- Magnus Financial Group first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Magnus Financial Group's Microsoft position peaked at $16.4M in Q3 2025.
- 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.