Miller Wealth Advisors’s Microsoft MSFT Stock Holding History

Miller Wealth Advisors’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	$18.4M	Buy	49,298 +103	+0.2%	+$41.7K	7.77%	5
2026 Q1	$18.2M	Buy	49,195 +584	+1%	+$244K	7.01%	6
2025 Q4	$23.5M	Buy	48,611 +78	+0.2%	+$39.1K	8.69%	6
2025 Q3	$25.1M	Buy	48,533 +1,116	+2%	+$569K	10.14%	6
2025 Q2	$23.6M	Buy	47,417 +29	+0.1%	+$12.6K	11.04%	4
2025 Q1	$17.8M	Buy	47,388 +601	+1%	+$245K	9.87%	5
2024 Q4	$19.7M	Sell	46,787 -4	-0%	-$1.7K	10.05%	5
2024 Q3	$19.5M	Sell	46,791 -681	-1%	-$291K	10.63%	5
2024 Q2	$21.2M	Sell	47,472 -221	-0.5%	-$93.3K	11.48%	5
2024 Q1	$20.1M	Buy	47,693 +139	+0.3%	+$56.3K	11.98%	4
2023 Q4	$17.9M	Buy	47,554 +697	+1%	+$248K	11.47%	5
2023 Q3	$14.8M	Buy	46,857 +1,255	+3%	+$415K	10.07%	5
2023 Q2	$15.5M	Buy	45,602 +41,206	+937%	+$12.9M	10.47%	5
2023 Q1	$240K	Sell	4,396 -51,458	-92%	-$13.1M	1.17%	5
2022 Q4	$13.6M	Buy	55,854 +9,309	+20%	+$2.23M	9.42%	5
2022 Q3	$12M	Hold	46,545	–	–	9.76%	5
2022 Q2	$12M	Sell	46,545 -731	-2%	-$198K	9.92%	5
2022 Q1	$14.6M	Buy	47,276 +1,148	+2%	+$345K	9.46%	5
2021 Q4	$15.5M	Buy	+46,128	New	+$15M	10.44%	5

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

Miller Wealth Advisors's MSFT Position: Q2 2026 in Review

Miller Wealth Advisors increased its Microsoft (MSFT) stake by 0.21% in Q2 2026, buying an estimated $41.7K and bringing the position to 49,298 shares worth $18.4M. The position accounts for 7.77% of the portfolio, ranked #5.

Miller Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $25.1M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Miller Wealth Advisors held 49,298 shares of Microsoft worth $18.4M as of Q2 2026.
Miller Wealth Advisors bought 103 Microsoft shares in Q2 2026, an estimated $41.7K.
Microsoft made up 7.77% of Miller Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Miller Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Miller Wealth Advisors's Microsoft position peaked at $25.1M in Q3 2025.
6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.