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Midland Wealth Advisors’s Microsoft MSFT Stock Holding History

Midland Wealth 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 		$8.82M Sell
23,646
-510
-2% -$206K 0.41% 23
2026
Q1 		$8.94M Sell
24,156
-1,684
-7% -$705K 0.46% 22
2025
Q4 		$12.5M Sell
25,840
-1,629
-6% -$816K 0.65% 19
2025
Q3 		$14.2M Sell
27,469
-742
-3% -$379K 0.76% 18
2025
Q2 		$14M Sell
28,211
-3,241
-10% -$1.41M 0.78% 14
2025
Q1 		$11.8M Sell
31,452
-934
-3% -$381K 0.7% 15
2024
Q4 		$13.7M Sell
32,386
-1,210
-4% -$515K 0.82% 15
2024
Q3 		$14.5M Sell
33,596
-2,529
-7% -$1.08M 0.85% 14
2024
Q2 		$16.1M Buy
36,125
+1,252
+4% +$529K 0.96% 14
2024
Q1 		$14.7M Buy
34,873
+209
+0.6% +$84.6K 0.9% 14
2023
Q4 		$13M Buy
+34,664
New +$12.3M 0.89% 13

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

Midland Wealth Advisors's MSFT Position: Q2 2026 in Review

Midland Wealth Advisors reduced its Microsoft (MSFT) stake by 2.1% in Q2 2026, selling an estimated $206K and leaving 23,646 shares worth $8.82M. The position accounts for 0.41% of the portfolio, ranked #23.

Midland Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.1M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Midland Wealth Advisors held 23,646 shares of Microsoft worth $8.82M as of Q2 2026.
  • Midland Wealth Advisors sold 510 Microsoft shares in Q2 2026, an estimated $206K.
  • Microsoft made up 0.41% of Midland Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Midland Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's Microsoft position peaked at $16.1M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.