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My Personal CFO LLC’s Microsoft MSFT Stock Holding History

My Personal CFO 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 		$19.4M Buy
52,047
+3,824
+8% +$1.55M 7.58% 2
2026
Q1 		$17.9M Buy
48,223
+1,903
+4% +$796K 7.82% 2
2025
Q4 		$22.4M Buy
46,320
+45,044
+3,530% +$22.6M 9.35% 2
2025
Q3 		$661K Sell
1,276
-35,042
-96% -$17.9M 0.26% 51
2025
Q2 		$18.1M Sell
36,318
-8,392
-19% -$3.64M 8.21% 2
2025
Q1 		$16.8M Buy
44,710
+1,706
+4% +$696K 8.45% 2
2024
Q4 		$18.1M Buy
43,004
+4,639
+12% +$1.98M 9.29% 2
2024
Q3 		$16.5M Sell
38,365
-1,452
-4% -$621K 9.05% 2
2024
Q2 		$17.8M Buy
39,817
+12,012
+43% +$5.07M 9.5% 2
2024
Q1 		$11.7M Buy
27,805
+254
+0.9% +$103K 6.74% 3
2023
Q4 		$10.4M Sell
27,551
-3,278
-11% -$1.17M 6.75% 3
2023
Q3 		$9.73M Buy
30,829
+850
+3% +$281K 7.86% 2
2023
Q2 		$10.2M Sell
29,979
-5,319
-15% -$1.67M 8.02% 2
2023
Q1 		$10.2M Buy
35,298
+10,982
+45% +$2.8M 8.69% 2
2022
Q4 		$8.15M Buy
24,316
+1,048
+5% +$252K 7.52% 3
2022
Q3 		$5.42M Sell
23,268
-5,659
-20% -$1.49M 8.23% 2
2022
Q2 		$7.43M Sell
28,927
-2,315
-7% -$628K 9.54% 3
2022
Q1 		$9.63M Sell
31,242
-3,291
-10% -$990K 9.97% 3
2021
Q4 		$11.6M Buy
+34,533
New +$11.2M 10.12% 2

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

My Personal CFO LLC's MSFT Position: Q2 2026 in Review

My Personal CFO LLC increased its Microsoft (MSFT) stake by 7.9% in Q2 2026, buying an estimated $1.55M and bringing the position to 52,047 shares worth $19.4M. The position accounts for 7.58% of the portfolio, ranked #2.

My Personal CFO LLC first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.4M in Q4 2025. 3,275 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • My Personal CFO LLC held 52,047 shares of Microsoft worth $19.4M as of Q2 2026.
  • My Personal CFO LLC bought 3,824 Microsoft shares in Q2 2026, an estimated $1.55M.
  • Microsoft made up 7.58% of My Personal CFO LLC's portfolio in Q2 2026, its #2 holding.
  • My Personal CFO LLC first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • My Personal CFO LLC's Microsoft position peaked at $22.4M in Q4 2025.
  • 3,275 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.