MF
MSFT icon

Midwestern Financial’s Microsoft MSFT Stock Holding History

Midwestern Financial’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 		$566K Buy
1,517
+3
+0.2% +$1.21K 0.4% 37
2026
Q1 		$560K Buy
1,514
+329
+28% +$138K 0.44% 38
2025
Q4 		$573K Buy
1,185
+2
+0.2% +$1K 0.47% 39
2025
Q3 		$613K Buy
1,183
+2
+0.2% +$1.02K 0.53% 37
2025
Q2 		$587K Buy
+1,181
New +$513K 0.55% 38

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

Midwestern Financial's MSFT Position: Q2 2026 in Review

Midwestern Financial increased its Microsoft (MSFT) stake by 0.2% in Q2 2026, buying an estimated $1.21K and bringing the position to 1,517 shares worth $566K. The position accounts for 0.4% of the portfolio, ranked #37.

Midwestern Financial first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $613K in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Midwestern Financial held 1,517 shares of Microsoft worth $566K as of Q2 2026.
  • Midwestern Financial bought 3 Microsoft shares in Q2 2026, an estimated $1.21K.
  • Microsoft made up 0.4% of Midwestern Financial's portfolio in Q2 2026, its #37 holding.
  • Midwestern Financial first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Midwestern Financial's Microsoft position peaked at $613K in Q3 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.