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Mezzasalma Advisors’s Microsoft MSFT Stock Holding History

Mezzasalma 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
Q2 		$8.9M Buy
23,850
+456
+2% +$184K 1.79% 15
2026
Q1 		$8.66M Buy
23,394
+1,080
+5% +$452K 2.21% 12
2025
Q4 		$10.6M Buy
22,314
+191
+0.9% +$95.7K 2.54% 10
2025
Q3 		$11.5M Buy
22,123
+446
+2% +$228K 2.93% 10
2025
Q2 		$10.8M Sell
21,677
-1,984
-8% -$862K 3.24% 9
2025
Q1 		$8.88M Sell
23,661
-2,365
-9% -$964K 3.07% 9
2024
Q4 		$11M Sell
26,026
-158
-0.6% -$67.3K 3.54% 10
2024
Q3 		$11.3M Buy
26,184
+418
+2% +$179K 4.44% 7
2024
Q2 		$11.5M Buy
25,766
+2,010
+8% +$849K 4.94% 6
2024
Q1 		$9.99M Buy
23,756
+268
+1% +$108K 4.73% 7
2023
Q4 		$8.83M Buy
23,488
+13,130
+127% +$4.67M 4.82% 5
2023
Q3 		$3.27M Buy
10,358
+259
+3% +$85.6K 2.02% 12
2023
Q2 		$3.44M Buy
10,099
+154
+2% +$48.3K 2.09% 11
2023
Q1 		$2.87M Buy
9,945
+22
+0.2% +$5.61K 2.03% 12
2022
Q4 		$2.38M Sell
9,923
-63
-0.6% -$15.1K 2.08% 11
2022
Q3 		$2.33M Buy
9,986
+92
+0.9% +$24.3K 1.85% 12
2022
Q2 		$2.54M Buy
9,894
+470
+5% +$128K 2.15% 11
2022
Q1 		$2.91M Buy
9,424
+28
+0.3% +$8.42K 1.81% 13
2021
Q4 		$3.16M Buy
9,396
+6
+0.1% +$1.95K 1.7% 16
2021
Q3 		$2.65M Buy
9,390
+499
+6% +$145K 1.49% 18
2021
Q2 		$2.41M Buy
8,891
+34
+0.4% +$8.64K 1.33% 22
2021
Q1 		$2.09M Hold
8,857
– – 1.34% 22
2020
Q4 		$1.97M Buy
+8,857
New +$1.9M 1.26% 24

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

Mezzasalma Advisors's MSFT Position: Q2 2026 in Review

Mezzasalma Advisors increased its Microsoft (MSFT) stake by 1.9% in Q2 2026, buying an estimated $184K and bringing the position to 23,850 shares worth $8.9M. The position accounts for 1.79% of the portfolio, ranked #15.

Mezzasalma Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.5M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mezzasalma Advisors held 23,850 shares of Microsoft worth $8.9M as of Q2 2026.
  • Mezzasalma Advisors bought 456 Microsoft shares in Q2 2026, an estimated $184K.
  • Microsoft made up 1.79% of Mezzasalma Advisors's portfolio in Q2 2026, its #15 holding.
  • Mezzasalma Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Mezzasalma Advisors's Microsoft position peaked at $11.5M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.