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Milestone Asset Management’s Microsoft MSFT Stock Holding History

Milestone Asset Management’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 		$3.87M Buy
10,371
+607
+6% +$246K 0.61% 51
2026
Q1 		$3.61M Sell
9,764
-13,333
-58% -$5.58M 0.67% 43
2025
Q4 		$11.2M Buy
23,097
+14,673
+174% +$7.35M 2.11% 11
2025
Q3 		$4.36M Sell
8,424
-8,522
-50% -$4.35M 0.83% 27
2025
Q2 		$8.43M Buy
16,946
+7,389
+77% +$3.21M 1.78% 9
2025
Q1 		$3.59M Buy
9,557
+931
+11% +$380K 0.76% 29
2024
Q4 		$3.64M Sell
8,626
-101
-1% -$43K 0.8% 34
2024
Q3 		$3.76M Sell
8,727
-11,650
-57% -$4.98M 0.84% 29
2024
Q2 		$9.11M Sell
20,377
-3,801
-16% -$1.61M 2.28% 9
2024
Q1 		$10.2M Buy
24,178
+20,039
+484% +$8.11M 2.91% 7
2023
Q4 		$1.56M Buy
4,139
+268
+7% +$95.4K 0.51% 13
2023
Q3 		$1.25M Buy
3,871
+613
+19% +$203K 0.44% 18
2023
Q2 		$1.11M Sell
3,258
-737
-18% -$231K 0.49% 13
2023
Q1 		$1.15M Buy
3,995
+61
+2% +$15.6K 0.66% 25
2022
Q4 		$954K Buy
+3,934
New +$944K 0.57% 19

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's MSFT Position: Q2 2026 in Review

Milestone Asset Management increased its Microsoft (MSFT) stake by 6.2% in Q2 2026, buying an estimated $246K and bringing the position to 10,371 shares worth $3.87M. The position accounts for 0.61% of the portfolio, ranked #51.

Milestone Asset Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.2M in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Milestone Asset Management held 10,371 shares of Microsoft worth $3.87M as of Q2 2026.
  • Milestone Asset Management bought 607 Microsoft shares in Q2 2026, an estimated $246K.
  • Microsoft made up 0.61% of Milestone Asset Management's portfolio in Q2 2026, its #51 holding.
  • Milestone Asset Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Milestone Asset Management's Microsoft position peaked at $11.2M in Q4 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.