Mills Wealth Advisors
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Mills Wealth Advisors’s Microsoft MSFT Stock Holding History

Mills 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
Q3 		$686K Buy
1,337
+118
+10% +$54.6K 0.22% 43
2026
Q2 		$455K Buy
1,219
+39
+3% +$15.8K 0.14% 52
2026
Q1 		$437K Buy
1,180
+147
+14% +$61.5K 0.15% 48
2025
Q4 		$500K Buy
1,033
+3
+0.3% +$1.5K 0.2% 44
2025
Q3 		$534K Sell
1,030
-1
-0.1% -$510 0.22% 43
2025
Q2 		$513K Buy
1,031
+53
+5% +$23K 0.24% 43
2025
Q1 		$367K Buy
978
+41
+4% +$16.7K 0.2% 47
2024
Q4 		$395K Buy
937
+194
+26% +$82.6K 0.22% 40
2024
Q3 		$320K Hold
743
– – 0.22% 40
2024
Q2 		$332K Sell
743
-117
-14% -$49.4K 0.24% 39
2024
Q1 		$362K Sell
860
-179
-17% -$72.5K 0.27% 39
2023
Q4 		$391K Buy
1,039
+4
+0.4% +$1.42K 0.3% 34
2023
Q3 		$327K Buy
1,035
+209
+25% +$69.1K 0.26% 35
2023
Q2 		$281K Hold
826
– – 0.21% 38
2023
Q1 		$238K Sell
826
-75
-8% -$19.1K 0.19% 41
2022
Q4 		$216K Buy
+901
New +$216K 0.2% 49

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Mills Wealth Advisors's MSFT Position: Q3 2026 in Review

Mills Wealth Advisors increased its Microsoft (MSFT) stake by 9.7% in Q3 2026, buying an estimated $54.6K and bringing the position to 1,337 shares worth $686K. The position accounts for 0.22% of the portfolio, ranked #43.

Mills Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Mills Wealth Advisors held 1,337 shares of Microsoft worth $686K as of Q3 2026.
  • Mills Wealth Advisors bought 118 Microsoft shares in Q3 2026, an estimated $54.6K.
  • Microsoft made up 0.22% of Mills Wealth Advisors's portfolio in Q3 2026, its #43 holding.
  • Mills Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.