Midwest Capital Advisors’s Microsoft MSFT Stock Holding History

Midwest Capital 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	$237K	Buy	636 +214	+51%	+$86.6K	0.1%	56
2026 Q1	$156K	Buy	422 +60	+17%	+$25.1K	0.07%	59
2025 Q4	$175K	Buy	362 +13	+4%	+$6.51K	0.08%	56
2025 Q3	$181K	Buy	349 +4	+1%	+$2.04K	0.09%	53
2025 Q2	$172K	Hold	345	–	–	0.09%	54
2025 Q1	$129K	Buy	345 +1	+0.3%	+$408	0.08%	60
2024 Q4	$145K	Buy	+344	New	+$147K	0.11%	60

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Midwest Capital Advisors's MSFT Position: Q2 2026 in Review

Midwest Capital Advisors increased its Microsoft (MSFT) stake by 51% in Q2 2026, buying an estimated $86.6K and bringing the position to 636 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #56.

Midwest Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Midwest Capital Advisors held 636 shares of Microsoft worth $237K as of Q2 2026.
Midwest Capital Advisors bought 214 Microsoft shares in Q2 2026, an estimated $86.6K.
Microsoft made up 0.1% of Midwest Capital Advisors's portfolio in Q2 2026, its #56 holding.
Midwest Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.