MJT & Associates Financial Advisory’s Microsoft MSFT Stock Holding History

MJT & Associates Financial Advisory’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	$192K	Sell	514 -49	-9%	-$19.8K	0.13%	41
2026 Q1	$208K	Hold	563	–	–	0.15%	39
2025 Q4	$272K	Buy	563 +1	+0.2%	+$501	0.2%	35
2025 Q3	$291K	Buy	562 +14	+3%	+$7.14K	0.24%	30
2025 Q2	$273K	Hold	548	–	–	0.34%	34
2025 Q1	$206K	Buy	+548	New	+$223K	0.2%	45

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

MJT & Associates Financial Advisory's MSFT Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Microsoft (MSFT) stake by 8.7% in Q2 2026, selling an estimated $19.8K and leaving 514 shares worth $192K. The position accounts for 0.13% of the portfolio, ranked #41.

MJT & Associates Financial Advisory first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $291K in Q3 2025. 1,824 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

MJT & Associates Financial Advisory held 514 shares of Microsoft worth $192K as of Q2 2026.
MJT & Associates Financial Advisory sold 49 Microsoft shares in Q2 2026, an estimated $19.8K.
Microsoft made up 0.13% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #41 holding.
MJT & Associates Financial Advisory first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's Microsoft position peaked at $291K in Q3 2025.
1,824 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.