Mustard Seed Financial’s Microsoft MSFT Stock Holding History

Mustard Seed Financial’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	$776K	Hold	2,081	–	–	0.4%	43
2026 Q1	$770K	Sell	2,081 -100	-5%	-$41.8K	0.46%	43
2025 Q4	$1.05M	Sell	2,181 -12	-0.5%	-$6.01K	0.66%	34
2025 Q3	$1.14M	Sell	2,193 -3	-0.1%	-$1.53K	0.73%	32
2025 Q2	$1.09M	Buy	2,196 +15	+0.7%	+$6.51K	0.79%	30
2025 Q1	$819K	Hold	2,181	–	–	0.66%	34
2024 Q4	$919K	Sell	2,181 -19	-0.9%	-$8.09K	0.75%	31
2024 Q3	$947K	Buy	2,200 +319	+17%	+$136K	0.79%	29
2024 Q2	$841K	Hold	1,881	–	–	0.8%	30
2024 Q1	$791K	Hold	1,881	–	–	0.79%	32
2023 Q4	$707K	Buy	+1,881	New	+$670K	0.8%	33

Other funds holding MSFT

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mustard Seed Financial's MSFT Position: Q2 2026 in Review

Mustard Seed Financial held its Microsoft (MSFT) position steady in Q2 2026 at 2,081 shares worth $776K. The position accounts for 0.4% of the portfolio, ranked #43.

Mustard Seed Financial first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q3 2025. 3,939 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Mustard Seed Financial held 2,081 shares of Microsoft worth $776K as of Q2 2026.
Mustard Seed Financial left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.4% of Mustard Seed Financial's portfolio in Q2 2026, its #43 holding.
Mustard Seed Financial first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Mustard Seed Financial's Microsoft position peaked at $1.14M in Q3 2025.
3,939 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.