McNamara Financial Services’s Microsoft MSFT Stock Holding History

McNamara Financial Services’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	$495K	Hold	1,327	–	–	0.09%	69
2026 Q1	$491K	Buy	1,327 +568	+75%	+$238K	0.09%	65
2025 Q4	$367K	Buy	759 +25	+3%	+$12.5K	0.07%	72
2025 Q3	$380K	Hold	734	–	–	0.07%	67
2025 Q2	$365K	Hold	734	–	–	0.07%	66
2025 Q1	$276K	Hold	734	–	–	0.06%	73
2024 Q4	$309K	Hold	734	–	–	0.07%	57
2024 Q3	$316K	Buy	734 +175	+31%	+$74.8K	0.06%	69
2024 Q2	$250K	Hold	559	–	–	0.05%	69
2024 Q1	$235K	Sell	559 -84	-13%	-$34K	0.05%	66
2023 Q4	$242K	Sell	643 -120	-16%	-$42.7K	0.05%	60
2023 Q3	$241K	Sell	763 -100	-12%	-$33K	0.06%	58
2023 Q2	$287K	Buy	863 +100	+13%	+$31.3K	0.07%	54
2023 Q1	$220K	Buy	+763	New	+$195K	0.05%	58
2016 Q1	–	Sell	-42,517	Closed	-$2.36M	–	70
2015 Q4	$2.36M	Buy	42,517 +33,977	+398%	+$1.79M	2.31%	19
2015 Q3	$378K	Buy	8,540 +3	+0%	+$135	0.4%	47
2015 Q2	$377K	Sell	8,537 -41,933	-83%	-$1.91M	0.36%	53
2015 Q1	$2.05M	Buy	50,470 +225	+0.4%	+$9.79K	1.89%	23
2014 Q4	$2.33M	Buy	+50,245	New	+$2.36M	2.13%	12

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

McNamara Financial Services's MSFT Position: Q2 2026 in Review

McNamara Financial Services held its Microsoft (MSFT) position steady in Q2 2026 at 1,327 shares worth $495K. The position accounts for 0.09% of the portfolio, ranked #69.

McNamara Financial Services first reported a position in MSFT in Q4 2014 and has held it in 19 quarters since. The position peaked at $2.36M in Q4 2015. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

McNamara Financial Services held 1,327 shares of Microsoft worth $495K as of Q2 2026.
McNamara Financial Services left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.09% of McNamara Financial Services's portfolio in Q2 2026, its #69 holding.
McNamara Financial Services first reported a position in Microsoft in Q4 2014 and has held it in 19 quarters since.
McNamara Financial Services's Microsoft position peaked at $2.36M in Q4 2015.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.