Main Line Retirement Advisors’s Microsoft MSFT Stock Holding History

Main Line Retirement Advisors’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	$985K	Buy	2,641 +2	+0.1%	+$809	0.45%	22
2026 Q1	$977K	Sell	2,639 -139	-5%	-$58.2K	0.49%	22
2025 Q4	$1.34M	Buy	2,778 +3	+0.1%	+$1.5K	0.68%	15
2025 Q3	$1.44M	Buy	2,775 +2	+0.1%	+$1.02K	0.74%	17
2025 Q2	$1.38M	Buy	2,773 +46	+2%	+$20K	0.79%	17
2025 Q1	$1.02M	Buy	2,727 +94	+4%	+$38.3K	0.67%	19
2024 Q4	$1.11M	Buy	2,633 +17	+0.6%	+$7.24K	0.73%	19
2024 Q3	$1.13M	Buy	2,616 +48	+2%	+$20.5K	0.77%	17
2024 Q2	$1.15M	Sell	2,568 -305	-11%	-$129K	0.88%	16
2024 Q1	$1.21M	Buy	2,873 +390	+16%	+$158K	0.95%	16
2023 Q4	$934K	Buy	+2,483	New	+$884K	0.81%	17
2023 Q2	$909K	Buy	+2,668	New	+$836K	0.85%	17

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Main Line Retirement Advisors's MSFT Position: Q2 2026 in Review

Main Line Retirement Advisors increased its Microsoft (MSFT) stake by 0.08% in Q2 2026, buying an estimated $809 and bringing the position to 2,641 shares worth $985K. The position accounts for 0.45% of the portfolio, ranked #22.

Main Line Retirement Advisors first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.44M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Main Line Retirement Advisors held 2,641 shares of Microsoft worth $985K as of Q2 2026.
Main Line Retirement Advisors bought 2 Microsoft shares in Q2 2026, an estimated $809.
Microsoft made up 0.45% of Main Line Retirement Advisors's portfolio in Q2 2026, its #22 holding.
Main Line Retirement Advisors first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
Main Line Retirement Advisors's Microsoft position peaked at $1.44M in Q3 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.