MEG
MSFT icon

Millstone Evans Group’s Microsoft MSFT Stock Holding History

Millstone Evans Group’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 		$6.46M Buy
17,326
+10
+0.1% +$4.05K 3.5% 4
2026
Q1 		$6.41M Sell
17,316
-4
-0% -$1.67K 3.85% 3
2025
Q4 		$8.38M Buy
17,320
+1,577
+10% +$790K 4.93% 3
2025
Q3 		$8.15M Buy
15,743
+36
+0.2% +$18.4K 5.18% 3
2025
Q2 		$7.81M Buy
15,707
+128
+0.8% +$55.6K 5.33% 3
2025
Q1 		$5.85M Sell
15,579
-465
-3% -$190K 3.97% 3
2024
Q4 		$6.76M Buy
+16,044
New +$6.83M 4.61% 3

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

Millstone Evans Group's MSFT Position: Q2 2026 in Review

Millstone Evans Group increased its Microsoft (MSFT) stake by 0.06% in Q2 2026, buying an estimated $4.05K and bringing the position to 17,326 shares worth $6.46M. The position accounts for 3.5% of the portfolio, ranked #4.

Millstone Evans Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.38M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Millstone Evans Group held 17,326 shares of Microsoft worth $6.46M as of Q2 2026.
  • Millstone Evans Group bought 10 Microsoft shares in Q2 2026, an estimated $4.05K.
  • Microsoft made up 3.5% of Millstone Evans Group's portfolio in Q2 2026, its #4 holding.
  • Millstone Evans Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Microsoft position peaked at $8.38M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.