Maxele Advisors’s Microsoft MSFT Stock Holding History

Maxele 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	$656K	Buy	+1,759	New	+$712K	0.46%	52
2025 Q4	$844K	Buy	1,744 +96	+6%	+$48.1K	0.69%	41
2025 Q3	$854K	Hold	1,648	–	–	0.74%	41
2025 Q2	$820K	Buy	1,648 +134	+9%	+$58.2K	0.72%	41
2025 Q1	$568K	Buy	1,514 +125	+9%	+$51K	0.55%	49
2024 Q4	$586K	Buy	+1,389	New	+$592K	0.56%	49
2022 Q3	$323K	Sell	1,389 -28	-2%	-$7.39K	0.54%	51
2022 Q2	$364K	Sell	1,417 -1	-0.1%	-$271	0.57%	51
2022 Q1	$437K	Sell	1,418 -180	-11%	-$54.2K	0.54%	49
2021 Q4	$537K	Buy	+1,598	New	+$518K	0.62%	45

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

Maxele Advisors's MSFT Position: Q2 2026 in Review

Maxele Advisors opened a new position in Microsoft (MSFT) in Q2 2026: 1,759 shares worth $656K. The stake represents 0.46% of the portfolio and ranks #52 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in MSFT as recently as Q4 2025.

Maxele Advisors first reported a position in MSFT in Q4 2021 and has held it in 10 quarters since. The position peaked at $854K in Q3 2025. 6,208 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Maxele Advisors held 1,759 shares of Microsoft worth $656K as of Q2 2026.
Microsoft was a new Maxele Advisors position in Q2 2026.
Microsoft made up 0.46% of Maxele Advisors's portfolio in Q2 2026, its #52 holding.
Maxele Advisors first reported a position in Microsoft in Q4 2021 and has held it in 10 quarters since.
Maxele Advisors's Microsoft position peaked at $854K in Q3 2025.
6,208 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.