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 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

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. 6,238 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.
6,238 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.