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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Mills Wealth Advisors increased its Microsoft (MSFT) stake by 3.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 1,219 shares worth $455K. The position accounts for 0.14% of the portfolio, ranked #52.

Mills Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $534K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Mills Wealth Advisors held 1,219 shares of Microsoft worth $455K as of Q2 2026.
Mills Wealth Advisors bought 39 Microsoft shares in Q2 2026, an estimated $15.8K.
Microsoft made up 0.14% of Mills Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Mills Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Mills Wealth Advisors's Microsoft position peaked at $534K in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.