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Milestone Asset Management Group’s Microsoft MSFT Stock Holding History

Milestone Asset Management 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 		$3.15M Sell
8,441
-187
-2% -$75.7K 1.59% 22
2026
Q1 		$3.19M Buy
8,628
+99
+1% +$41.4K 1.87% 18
2025
Q4 		$4.12M Buy
8,529
+1,005
+13% +$504K 2.33% 14
2025
Q3 		$3.9M Buy
7,524
+59
+0.8% +$30.1K 2.45% 10
2025
Q2 		$3.71M Buy
7,465
+133
+2% +$57.8K 2.75% 9
2025
Q1 		$2.75M Buy
7,332
+141
+2% +$57.5K 2.49% 13
2024
Q4 		$3.03M Buy
+7,191
New +$3.06M 2.71% 10

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

Milestone Asset Management Group's MSFT Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Microsoft (MSFT) stake by 2.2% in Q2 2026, selling an estimated $75.7K and leaving 8,441 shares worth $3.15M. The position accounts for 1.59% of the portfolio, ranked #22.

Milestone Asset Management Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.12M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Milestone Asset Management Group held 8,441 shares of Microsoft worth $3.15M as of Q2 2026.
  • Milestone Asset Management Group sold 187 Microsoft shares in Q2 2026, an estimated $75.7K.
  • Microsoft made up 1.59% of Milestone Asset Management Group's portfolio in Q2 2026, its #22 holding.
  • Milestone Asset Management Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Milestone Asset Management Group's Microsoft position peaked at $4.12M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.