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Martel Wealth Advisors’s Microsoft MSFT Stock Holding History

Martel 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 		$838K Buy
2,246
+211
+10% +$85.4K 0.13% 32
2026
Q1 		$753K Buy
2,035
+38
+2% +$15.9K 0.13% 34
2025
Q4 		$966K Buy
1,997
+1
+0.1% +$501 0.16% 30
2025
Q3 		$1.03M Sell
1,996
-7
-0.3% -$3.57K 0.18% 29
2025
Q2 		$996K Sell
2,003
-46
-2% -$20K 0.18% 30
2025
Q1 		$769K Sell
2,049
-30
-1% -$12.2K 0.15% 33
2024
Q4 		$876K Sell
2,079
-108
-5% -$46K 0.17% 33
2024
Q3 		$910K Sell
2,187
-114
-5% -$48.7K 0.19% 30
2024
Q2 		$1.03M Sell
2,301
-139
-6% -$58.7K 0.22% 29
2024
Q1 		$1.03M Sell
2,440
-5
-0.2% -$2.02K 0.22% 29
2023
Q4 		$919K Buy
2,445
+145
+6% +$51.6K 0.21% 30
2023
Q3 		$726K Buy
2,300
+1
+0% +$330 0.18% 31
2023
Q2 		$783K Buy
2,299
+186
+9% +$58.3K 0.19% 31
2023
Q1 		$609K Buy
2,113
+655
+45% +$167K 0.16% 29
2022
Q4 		$350K Buy
+1,458
New +$350K 0.09% 38

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Martel Wealth Advisors's MSFT Position: Q2 2026 in Review

Martel Wealth Advisors increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $85.4K and bringing the position to 2,246 shares worth $838K. The position accounts for 0.13% of the portfolio, ranked #32.

Martel Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Martel Wealth Advisors held 2,246 shares of Microsoft worth $838K as of Q2 2026.
  • Martel Wealth Advisors bought 211 Microsoft shares in Q2 2026, an estimated $85.4K.
  • Microsoft made up 0.13% of Martel Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Martel Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Martel Wealth Advisors's Microsoft position peaked at $1.03M in Q3 2025.
  • 1,175 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.