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Millington Financial Advisors’s Microsoft MSFT Stock Holding History

Millington Financial 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 		$3.07M Buy
7,796
+49
+0.6% +$19.8K 1.21% 26
2026
Q1 		$3.29M Buy
7,747
+177
+2% +$74.1K 1.39% 20
2025
Q4 		$3.04M Buy
7,570
+337
+5% +$169K 1.35% 22
2025
Q3 		$3.72M Sell
7,233
-19
-0.3% -$9.69K 1.8% 13
2025
Q2 		$3.67M Buy
7,252
+769
+12% +$334K 1.85% 13
2025
Q1 		$2.52M Buy
6,483
+372
+6% +$152K 1.55% 17
2024
Q4 		$2.51M Buy
6,111
+523
+9% +$223K 1.46% 21
2024
Q3 		$2.4M Buy
5,588
+289
+5% +$124K 1.5% 20
2024
Q2 		$2.37M Buy
5,299
+22
+0.4% +$9.29K 1.64% 18
2024
Q1 		$2.22M Buy
5,277
+327
+7% +$132K 1.58% 19
2023
Q4 		$1.86M Sell
4,950
-1,081
-18% -$385K 1.49% 16
2023
Q3 		$1.9M Buy
6,031
+294
+5% +$97.2K 1.71% 16
2023
Q2 		$1.95M Buy
5,737
+1,820
+46% +$570K 1.74% 16
2023
Q1 		$1.13M Sell
3,917
-469
-11% -$120K 1.04% 32
2022
Q4 		$1.05M Buy
+4,386
New +$1.05M 1.03% 32

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

Millington Financial Advisors's MSFT Position: Q2 2026 in Review

Millington Financial Advisors increased its Microsoft (MSFT) stake by 0.63% in Q2 2026, buying an estimated $19.8K and bringing the position to 7,796 shares worth $3.07M. The position accounts for 1.21% of the portfolio, ranked #26.

Millington Financial Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.72M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Millington Financial Advisors held 7,796 shares of Microsoft worth $3.07M as of Q2 2026.
  • Millington Financial Advisors bought 49 Microsoft shares in Q2 2026, an estimated $19.8K.
  • Microsoft made up 1.21% of Millington Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Millington Financial Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Millington Financial Advisors's Microsoft position peaked at $3.72M in Q3 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.