MBA Advisors
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MBA Advisors’s Microsoft MSFT Stock Holding History

MBA 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
Q3 		$3.32M Sell
6,473
-626
-9% -$290K 1.08% 20
2026
Q2 		$2.65M Buy
7,099
+181
+3% +$73.2K 0.89% 22
2026
Q1 		$2.56M Buy
6,918
+543
+9% +$227K 0.98% 22
2025
Q4 		$3.08M Buy
6,375
+36
+0.6% +$18K 1.24% 21
2025
Q3 		$3.28M Sell
6,339
-151
-2% -$77K 1.4% 20
2025
Q2 		$3.23M Sell
6,490
-488
-7% -$212K 1.49% 19
2025
Q1 		$2.62M Buy
6,978
+5
+0.1% +$2.04K 1.3% 20
2024
Q4 		$2.94M Sell
6,973
-2,070
-23% -$882K 1.47% 19
2024
Q3 		$3.89M Sell
9,043
-114
-1% -$48.7K 1.87% 17
2024
Q2 		$4.09M Sell
9,157
-338
-4% -$143K 2.09% 15
2024
Q1 		$3.99M Sell
9,495
-108
-1% -$43.7K 2.07% 15
2023
Q4 		$3.61M Buy
9,603
+246
+3% +$87.6K 2.01% 15
2023
Q3 		$2.95M Sell
9,357
-10
-0.1% -$3.3K 1.81% 18
2023
Q2 		$3.19M Sell
9,367
-595
-6% -$186K 1.91% 16
2023
Q1 		$2.87M Sell
9,962
-120
-1% -$30.6K 1.79% 17
2022
Q4 		$2.42M Buy
10,082
+8
+0.1% +$1.92K 1.58% 20
2022
Q3 		$2.35M Buy
10,074
+1
+0% +$264 1.7% 18
2022
Q2 		$2.59M Sell
10,073
-63
-0.6% -$17.1K 1.78% 16
2022
Q1 		$3.12M Buy
10,136
+51
+0.5% +$15.3K 1.94% 15
2021
Q4 		$3.39M Buy
10,085
+3,254
+48% +$1.05M 2.1% 12
2021
Q3 		$1.93M Sell
6,831
-178
-3% -$51.8K 1.42% 18
2021
Q2 		$1.9M Sell
7,009
-32
-0.5% -$8.13K 0.88% 20
2021
Q1 		$1.66M Buy
+7,041
New +$1.63M 0.91% 22

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

MBA Advisors's MSFT Position: Q3 2026 in Review

MBA Advisors reduced its Microsoft (MSFT) stake by 8.8% in Q3 2026, selling an estimated $290K and leaving 6,473 shares worth $3.32M. The position accounts for 1.08% of the portfolio, ranked #20.

MBA Advisors first reported a position in MSFT in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.09M in Q2 2024. 4,866 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • MBA Advisors held 6,473 shares of Microsoft worth $3.32M as of Q3 2026.
  • MBA Advisors sold 626 Microsoft shares in Q3 2026, an estimated $290K.
  • Microsoft made up 1.08% of MBA Advisors's portfolio in Q3 2026, its #20 holding.
  • MBA Advisors first reported a position in Microsoft in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's Microsoft position peaked at $4.09M in Q2 2024.
  • 4,866 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.