Martin Capital Advisors’s Microsoft MSFT Stock Holding History

Martin Capital 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	$557K	Buy	1,492 +67	+5%	+$27.1K	0.29%	58
2026 Q1	$527K	Buy	1,425 +25	+2%	+$10.5K	0.33%	52
2025 Q4	$677K	Hold	1,400	–	–	0.4%	44
2025 Q3	$725K	Hold	1,400	–	–	0.44%	43
2025 Q2	$696K	Hold	1,400	–	–	0.45%	45
2025 Q1	$526K	Hold	1,400	–	–	0.37%	47
2024 Q4	$590K	Buy	+1,400	New	+$596K	0.38%	47

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Martin Capital Advisors's MSFT Position: Q2 2026 in Review

Martin Capital Advisors increased its Microsoft (MSFT) stake by 4.7% in Q2 2026, buying an estimated $27.1K and bringing the position to 1,492 shares worth $557K. The position accounts for 0.29% of the portfolio, ranked #58.

Martin Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $725K in Q3 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Martin Capital Advisors held 1,492 shares of Microsoft worth $557K as of Q2 2026.
Martin Capital Advisors bought 67 Microsoft shares in Q2 2026, an estimated $27.1K.
Microsoft made up 0.29% of Martin Capital Advisors's portfolio in Q2 2026, its #58 holding.
Martin Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Martin Capital Advisors's Microsoft position peaked at $725K in Q3 2025.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Martin Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.