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Midwest Financial Group’s Microsoft MSFT Stock Holding History

Midwest Financial Group’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 		$3.98M Buy
10,663
+640
+6% +$259K 1.4% 19
2026
Q1 		$3.71M Buy
10,023
+840
+9% +$351K 1.58% 19
2025
Q4 		$4.44M Sell
9,183
-201
-2% -$101K 1.96% 16
2025
Q3 		$4.86M Sell
9,384
-23
-0.2% -$11.7K 2.32% 12
2025
Q2 		$4.68M Buy
9,407
+181
+2% +$78.6K 2.46% 11
2025
Q1 		$3.46M Sell
9,226
-216
-2% -$88.1K 2.01% 15
2024
Q4 		$3.98M Buy
9,442
+62
+0.7% +$26.4K 2.29% 14
2024
Q3 		$4.04M Sell
9,380
-137
-1% -$58.6K 2.37% 13
2024
Q2 		$4.25M Buy
9,517
+303
+3% +$128K 2.71% 11
2024
Q1 		$3.88M Buy
9,214
+2
+0% +$810 2.6% 12
2023
Q4 		$3.46M Buy
9,212
+304
+3% +$108K 2.59% 10
2023
Q3 		$2.81M Buy
8,908
+129
+1% +$42.6K 2.38% 11
2023
Q2 		$2.99M Sell
8,779
-113
-1% -$35.4K 2.53% 10
2023
Q1 		$2.56M Buy
+8,892
New +$2.27M 2.36% 11

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

Midwest Financial Group's MSFT Position: Q2 2026 in Review

Midwest Financial Group increased its Microsoft (MSFT) stake by 6.4% in Q2 2026, buying an estimated $259K and bringing the position to 10,663 shares worth $3.98M. The position accounts for 1.4% of the portfolio, ranked #19.

Midwest Financial Group first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.86M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Midwest Financial Group held 10,663 shares of Microsoft worth $3.98M as of Q2 2026.
  • Midwest Financial Group bought 640 Microsoft shares in Q2 2026, an estimated $259K.
  • Microsoft made up 1.4% of Midwest Financial Group's portfolio in Q2 2026, its #19 holding.
  • Midwest Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • Midwest Financial Group's Microsoft position peaked at $4.86M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.