Mid-American Wealth Advisory Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$818K Buy
2,192
+1,253
+133% +$507K 0.3% 41
2026
Q1
$454K Hold
939
0.19% 44
2025
Q4
$454K Buy
939
+206
+28% +$103K 0.19% 44
2025
Q3
$380K Sell
733
-1,069
-59% -$545K 0.17% 39
2025
Q2
$896K Buy
1,802
+378
+27% +$164K 0.43% 30
2025
Q1
$535K Buy
1,424
+390
+38% +$159K 0.29% 33
2024
Q4
$436K Buy
1,034
+141
+16% +$60.1K 0.26% 33
2024
Q3
$384K Buy
893
+47
+6% +$20.1K 0.24% 35
2024
Q2
$378K Buy
846
+271
+47% +$114K 0.24% 34
2024
Q1
$242K Sell
575
-4,970
-90% -$2.01M 0.16% 39
2023
Q4
$2.09M Sell
5,545
-795
-13% -$283K 1.55% 19
2023
Q3
$2.09M Buy
6,340
+3,415
+117% +$1.13M 1.69% 19
2023
Q2
$986K Buy
+2,925
New +$917K 0.77% 35
2022
Q1
$644K Buy
2,090
+619
+42% +$186K 0.5% 57
2021
Q4
$495K Buy
+1,471
New +$477K 0.4% 51

Other funds holding MSFT

Mid-American Wealth Advisory Group's MSFT Position: Q2 2026 in Review

Mid-American Wealth Advisory Group increased its Microsoft (MSFT) stake by 133% in Q2 2026, buying an estimated $507K and bringing the position to 2,192 shares worth $818K. The position accounts for 0.3% of the portfolio, ranked #41.

Mid-American Wealth Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.09M in Q3 2023. 2,140 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mid-American Wealth Advisory Group held 2,192 shares of Microsoft worth $818K as of Q2 2026.
  • Mid-American Wealth Advisory Group bought 1,253 Microsoft shares in Q2 2026, an estimated $507K.
  • Microsoft made up 0.3% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #41 holding.
  • Mid-American Wealth Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 15 quarters since.
  • Mid-American Wealth Advisory Group's Microsoft position peaked at $2.09M in Q3 2023.
  • 2,140 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.