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Marshall & Sterling Wealth Advisors’s Microsoft MSFT Stock Holding History

Marshall & Sterling Wealth 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 		$1.06M Buy
2,830
+150
+6% +$60.7K 0.63% 39
2026
Q1 		$992K Buy
2,680
+50
+2% +$20.9K 0.65% 36
2025
Q4 		$1.27M Sell
2,630
-615
-19% -$308K 0.84% 30
2025
Q3 		$1.67M Sell
3,245
-140
-4% -$71.4K 1.07% 22
2025
Q2 		$1.67M Sell
3,385
-136
-4% -$59.1K 1.13% 23
2025
Q1 		$1.32M Buy
3,521
+740
+27% +$302K 0.9% 31
2024
Q4 		$1.17M Buy
+2,781
New +$1.18M 0.81% 33

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MSFT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Microsoft (MSFT) stake by 5.6% in Q2 2026, buying an estimated $60.7K and bringing the position to 2,830 shares worth $1.06M. The position accounts for 0.63% of the portfolio, ranked #39.

Marshall & Sterling Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q2 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 2,830 shares of Microsoft worth $1.06M as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 150 Microsoft shares in Q2 2026, an estimated $60.7K.
  • Microsoft made up 0.63% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Microsoft position peaked at $1.67M in Q2 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.