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Montgomery Financial Services’s Microsoft MSFT Stock Holding History

Montgomery Financial Services’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 		$25.7K Buy
+69
New +$27.9K 0.02% 108

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Montgomery Financial Services's MSFT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Microsoft (MSFT) in Q2 2026: 69 shares worth $25.7K. The stake represents 0.02% of the portfolio and ranks #108 among its holdings.

5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Montgomery Financial Services held 69 shares of Microsoft worth $25.7K as of Q2 2026.
  • Microsoft was a new Montgomery Financial Services position in Q2 2026.
  • Microsoft made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #108 holding.
  • 5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.