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
2021 Q1	$47K	Buy	+200	New	+$46.4K	0.02%	155

Other funds holding MSFT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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.