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Mayfair Advisory Group’s Microsoft MSFT Stock Holding History

Mayfair Advisory Group’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 		$1.64M Buy
4,287
+516
+14% +$209K 0.49% 41
2026
Q1 		$1.4M Sell
3,771
-265
-7% -$111K 0.49% 40
2025
Q4 		$1.91M Sell
4,036
-233
-5% -$117K 0.74% 32
2025
Q3 		$2.21M Buy
4,269
+71
+2% +$36.2K 0.95% 28
2025
Q2 		$2.19M Sell
4,198
-111
-3% -$48.2K 1.03% 26
2025
Q1 		$1.62M Sell
4,309
-149
-3% -$60.7K 0.93% 23
2024
Q4 		$1.88M Buy
4,458
+190
+4% +$80.9K 1.11% 20
2024
Q3 		$1.78M Buy
4,268
+16
+0.4% +$6.84K 1.12% 20
2024
Q2 		$1.93M Sell
4,252
-29
-0.7% -$12.2K 1.31% 18
2024
Q1 		$1.8M Buy
4,281
+415
+11% +$168K 1.31% 15
2023
Q4 		$1.43M Buy
3,866
+27
+0.7% +$9.61K 1.22% 16
2023
Q3 		$1.26M Buy
3,839
+588
+18% +$194K 1.22% 19
2023
Q2 		$1.1M Sell
3,251
-106
-3% -$33.2K 1.09% 22
2023
Q1 		$961K Sell
3,357
-12
-0.4% -$3.06K 1.04% 25
2022
Q4 		$765K Sell
3,369
-320
-9% -$76.8K 0.97% 26
2022
Q3 		$888K Buy
3,689
+89
+2% +$23.5K 1.25% 22
2022
Q2 		$1.01M Buy
3,600
+218
+6% +$59.2K 1.33% 16
2022
Q1 		$1.05M Buy
3,382
+104
+3% +$31.3K 1.34% 15
2021
Q4 		$1.04M Sell
3,278
-42
-1% -$13.6K 1.37% 14
2021
Q3 		$940K Hold
3,320
– – 1.44% 13
2021
Q2 		$899K Hold
3,320
– – 1.42% 14
2021
Q1 		$805K Sell
3,320
-3
-0.1% -$696 1.44% 15
2020
Q4 		$739K Sell
3,323
-32
-1% -$6.88K 1.45% 16
2020
Q3 		$706K Buy
3,355
+580
+21% +$122K 1.82% 14
2020
Q2 		$565K Buy
2,775
+240
+9% +$43.6K 1.82% 15
2020
Q1 		$400K Buy
2,535
+384
+18% +$63.1K 1.81% 16
2019
Q4 		$339K Buy
+2,151
New +$316K 1.04% 21

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

Mayfair Advisory Group's MSFT Position: Q2 2026 in Review

Mayfair Advisory Group increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $209K and bringing the position to 4,287 shares worth $1.64M. The position accounts for 0.49% of the portfolio, ranked #41.

Mayfair Advisory Group first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.21M in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mayfair Advisory Group held 4,287 shares of Microsoft worth $1.64M as of Q2 2026.
  • Mayfair Advisory Group bought 516 Microsoft shares in Q2 2026, an estimated $209K.
  • Microsoft made up 0.49% of Mayfair Advisory Group's portfolio in Q2 2026, its #41 holding.
  • Mayfair Advisory Group first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Mayfair Advisory Group's Microsoft position peaked at $2.21M in Q3 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.