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MKT Advisors’s Microsoft MSFT Stock Holding History

MKT 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 		$2.98M Sell
7,651
-613
-7% -$248K 0.92% 14
2026
Q1 		$3.08M Sell
8,264
-339
-4% -$142K 1.03% 14
2025
Q4 		$4.07M Sell
8,603
-103
-1% -$51.6K 1.39% 12
2025
Q3 		$4.52M Sell
8,706
-658
-7% -$336K 1.68% 12
2025
Q2 		$4.61M Buy
9,364
+17
+0.2% +$7.38K 1.82% 11
2025
Q1 		$3.34M Buy
9,347
+67
+0.7% +$27.3K 1.57% 11
2024
Q4 		$3.98M Buy
9,280
+920
+11% +$392K 1.73% 11
2024
Q3 		$3.49M Sell
8,360
-242
-3% -$103K 1.64% 10
2024
Q2 		$3.95M Sell
8,602
-153
-2% -$64.6K 1.97% 10
2024
Q1 		$3.71M Buy
8,755
+802
+10% +$325K 2.03% 10
2023
Q4 		$2.92M Sell
7,953
-173
-2% -$61.6K 1.93% 4
2023
Q3 		$2.61M Buy
8,126
+29
+0.4% +$9.58K 1.98% 5
2023
Q2 		$2.74M Sell
8,097
-1,575
-16% -$494K 1.94% 5
2023
Q1 		$2.75M Sell
9,672
-71
-0.7% -$18.1K 2.05% 4
2022
Q4 		$2.3M Sell
9,743
-19
-0.2% -$4.56K 1.73% 4
2022
Q3 		$2.27M Buy
9,762
+85
+0.9% +$22.4K 1.98% 4
2022
Q2 		$2.56M Sell
9,677
-441
-4% -$120K 2% 4
2022
Q1 		$2.68M Buy
10,118
+467
+5% +$140K 2.02% 4
2021
Q4 		$2.86M Buy
+9,651
New +$3.13M 2.24% 4

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

MKT Advisors's MSFT Position: Q2 2026 in Review

MKT Advisors reduced its Microsoft (MSFT) stake by 7.4% in Q2 2026, selling an estimated $248K and leaving 7,651 shares worth $2.98M. The position accounts for 0.92% of the portfolio, ranked #14.

MKT Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.61M in Q2 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • MKT Advisors held 7,651 shares of Microsoft worth $2.98M as of Q2 2026.
  • MKT Advisors sold 613 Microsoft shares in Q2 2026, an estimated $248K.
  • Microsoft made up 0.92% of MKT Advisors's portfolio in Q2 2026, its #14 holding.
  • MKT Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's Microsoft position peaked at $4.61M in Q2 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.