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SACKS & ASSOCIATES, LLC’s Microsoft MSFT Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$548K Buy
1,179
+128
+12% +$51.8K 0.37% 51
2026
Q1 		$389K Sell
1,051
-101
-9% -$42.3K 0.29% 56
2025
Q4 		$557K Buy
+1,152
New +$577K 0.41% 49

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's MSFT Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $51.8K and bringing the position to 1,179 shares worth $548K. The position accounts for 0.37% of the portfolio, ranked #51.

SACKS & ASSOCIATES, LLC first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $557K in Q4 2025. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 1,179 shares of Microsoft worth $548K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 128 Microsoft shares in Q2 2026, an estimated $51.8K.
  • Microsoft made up 0.37% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #51 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's Microsoft position peaked at $557K in Q4 2025.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.