MBL Wealth
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MBL Wealth’s Microsoft MSFT Stock Holding History

MBL Wealth’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 		$15M Buy
29,333
+2,595
+10% +$1.2M 0.9% 20
2026
Q2 		$10M Sell
26,738
-722
-3% -$292K 0.68% 29
2026
Q1 		$10.2M Buy
27,460
+1,408
+5% +$589K 0.77% 27
2025
Q4 		$12.6M Buy
26,052
+6,317
+32% +$3.17M 1.01% 20
2025
Q3 		$10.2M Buy
19,735
+948
+5% +$484K 0.89% 22
2025
Q2 		$9.35M Sell
18,787
-630
-3% -$274K 0.89% 22
2025
Q1 		$7.29M Buy
19,417
+1,084
+6% +$442K 0.74% 28
2024
Q4 		$7.73M Sell
18,333
-708
-4% -$302K 0.78% 27
2024
Q3 		$8.19M Buy
19,041
+190
+1% +$81.2K 0.88% 25
2024
Q2 		$8.43M Sell
18,851
-138
-0.7% -$58.3K 0.94% 28
2024
Q1 		$7.99M Sell
18,989
-730
-4% -$296K 0.91% 26
2023
Q4 		$7.42M Buy
19,719
+219
+1% +$77.9K 0.93% 25
2023
Q3 		$6.16M Sell
19,500
-96
-0.5% -$31.7K 0.87% 27
2023
Q2 		$6.67M Buy
19,596
+720
+4% +$226K 0.94% 26
2023
Q1 		$5.44M Buy
18,876
+1,079
+6% +$275K 0.85% 27
2022
Q4 		$4.27M Buy
17,797
+133
+0.8% +$31.9K 0.82% 28
2022
Q3 		$4.11M Buy
17,664
+1,314
+8% +$347K 0.89% 26
2022
Q2 		$4.2M Buy
16,350
+89
+0.5% +$24.2K 1.05% 29
2022
Q1 		$5.01M Buy
+16,261
New +$4.89M 1.22% 23
2021
Q3 		$3.79M Buy
+13,455
New +$3.91M 1.31% 24
2021
Q1 		$3.08M Buy
13,084
+1,474
+13% +$342K 1.08% 23
2020
Q4 		$2.58M Buy
+11,610
New +$2.5M 1.02% 24

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

MBL Wealth's MSFT Position: Q3 2026 in Review

MBL Wealth increased its Microsoft (MSFT) stake by 9.7% in Q3 2026, buying an estimated $1.2M and bringing the position to 29,333 shares worth $15M. The position accounts for 0.9% of the portfolio, ranked #20.

MBL Wealth first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • MBL Wealth held 29,333 shares of Microsoft worth $15M as of Q3 2026.
  • MBL Wealth bought 2,595 Microsoft shares in Q3 2026, an estimated $1.2M.
  • Microsoft made up 0.9% of MBL Wealth's portfolio in Q3 2026, its #20 holding.
  • MBL Wealth first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.