Nations Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.1M | Buy |
77,996
+124
| +0.2% | +$50.2K | 1.39% | 11 |
|
|
2026
Q1 | $28.8M | Sell |
77,872
-5,872
| -7% | -$2.46M | 1.48% | 8 |
|
|
2025
Q4 | $40.5M | Buy |
83,744
+10,254
| +14% | +$5.14M | 2.13% | 4 |
|
|
2025
Q3 | $38.1M | Buy |
73,490
+1,236
| +2% | +$631K | 2.37% | 3 |
|
|
2025
Q2 | $35.9M | Buy |
72,254
+1,856
| +3% | +$806K | 2.47% | 3 |
|
|
2025
Q1 | $26.4M | Sell |
70,398
-3,056
| -4% | -$1.25M | 2.02% | 3 |
|
|
2024
Q4 | $31M | Sell |
73,454
-12,324
| -14% | -$5.25M | 2.27% | 3 |
|
|
2024
Q3 | $36.9M | Buy |
85,778
+7,079
| +9% | +$3.03M | 2.68% | 3 |
|
|
2024
Q2 | $35.2M | Buy |
78,699
+534
| +0.7% | +$226K | 2.87% | 3 |
|
|
2024
Q1 | $32.9M | Sell |
78,165
-4,843
| -6% | -$1.96M | 2.77% | 2 |
|
|
2023
Q4 | $31.2M | Sell |
83,008
-1,440
| -2% | -$513K | 2.89% | 3 |
|
|
2023
Q3 | $26.7M | Sell |
84,448
-1,771
| -2% | -$585K | 2.68% | 3 |
|
|
2023
Q2 | $29.4M | Sell |
86,219
-58
| -0.1% | -$18.2K | 2.88% | 2 |
|
|
2023
Q1 | $24.9M | Buy |
86,277
+3,786
| +5% | +$966K | 2.61% | 2 |
|
|
2022
Q4 | $19.8M | Buy |
82,491
+31,900
| +63% | +$7.66M | 2.22% | 4 |
|
|
2022
Q3 | $11.8M | Sell |
50,591
-5,023
| -9% | -$1.33M | 1.71% | 8 |
|
|
2022
Q2 | $14.3M | Buy |
55,614
+7,122
| +15% | +$1.93M | 1.92% | 6 |
|
|
2022
Q1 | $15M | Sell |
48,492
-7,251
| -13% | -$2.18M | 1.8% | 6 |
|
|
2021
Q4 | $18.7M | Sell |
55,743
-3,149
| -5% | -$1.02M | 2.47% | 4 |
|
|
2021
Q3 | $16.6M | Buy |
58,892
+1,477
| +3% | +$430K | 2.52% | 3 |
|
|
2021
Q2 | $15.6M | Buy |
57,415
+12,426
| +28% | +$3.16M | 2.61% | 4 |
|
|
2021
Q1 | $10.6M | Buy |
44,989
+19,550
| +77% | +$4.54M | 2.41% | 5 |
|
|
2020
Q4 | $5.66M | Buy |
25,439
+830
| +3% | +$178K | 1.49% | 11 |
|
|
2020
Q3 | $5.18M | Buy |
24,609
+2,740
| +13% | +$575K | 1.61% | 10 |
|
|
2020
Q2 | $4.45M | Sell |
21,869
-3,575
| -14% | -$649K | 1.58% | 9 |
|
|
2020
Q1 | $4.01M | Sell |
25,444
-763
| -3% | -$125K | 1.71% | 8 |
|
|
2019
Q4 | $4.13M | Buy |
26,207
+946
| +4% | +$139K | 1.43% | 11 |
|
|
2019
Q3 | $3.62M | Buy |
25,261
+15,469
| +158% | +$2.13M | 1.3% | 11 |
|
|
2019
Q2 | $1.31M | Buy |
9,792
+1,839
| +23% | +$233K | 0.87% | 20 |
|
|
2019
Q1 | $938K | Buy |
7,953
+135
| +2% | +$14.7K | 0.64% | 37 |
|
|
2018
Q4 | $794K | Buy |
7,818
+203
| +3% | +$21.7K | 0.64% | 39 |
|
|
2018
Q3 | $871K | Buy |
7,615
+843
| +12% | +$91.4K | 0.62% | 38 |
|
|
2018
Q2 | $668K | Buy |
6,772
+426
| +7% | +$41.3K | 0.56% | 47 |
|
|
2018
Q1 | $579K | Buy |
6,346
+335
| +6% | +$30.6K | 0.53% | 55 |
|
|
2017
Q4 | $514K | Buy |
6,011
+159
| +3% | +$13K | 0.47% | 64 |
|
|
2017
Q3 | $436K | Sell |
5,852
-1,924
| -25% | -$141K | 0.42% | 78 |
|
|
2017
Q2 | $536K | Buy |
7,776
+2,764
| +55% | +$190K | 0.44% | 67 |
|
|
2017
Q1 | $330K | Sell |
5,012
-1,529
| -23% | -$98K | 0.32% | 94 |
|
|
2016
Q4 | $406K | Sell |
6,541
-183
| -3% | -$11K | 0.44% | 73 |
|
|
2016
Q3 | $387K | Buy |
6,724
+55
| +0.8% | +$3.1K | 0.38% | 82 |
|
|
2016
Q2 | $341K | Buy |
6,669
+255
| +4% | +$13.3K | 0.36% | 88 |
|
|
2016
Q1 | $354K | Sell |
6,414
-59
| -0.9% | -$3.09K | 0.41% | 80 |
|
|
2015
Q4 | $359K | Buy |
+6,473
| New | +$341K | 0.47% | 71 |
|
Other funds holding MSFT
Nations Financial Group's MSFT Position: Q2 2026 in Review
Nations Financial Group increased its Microsoft (MSFT) stake by 0.16% in Q2 2026, buying an estimated $50.2K and bringing the position to 77,996 shares worth $29.1M. The position accounts for 1.39% of the portfolio, ranked #11.
Nations Financial Group first reported a position in MSFT in Q4 2015 and has held it in 43 quarters since. The position peaked at $40.5M in Q4 2025. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Nations Financial Group held 77,996 shares of Microsoft worth $29.1M as of Q2 2026.
- Nations Financial Group bought 124 Microsoft shares in Q2 2026, an estimated $50.2K.
- Microsoft made up 1.39% of Nations Financial Group's portfolio in Q2 2026, its #11 holding.
- Nations Financial Group first reported a position in Microsoft in Q4 2015 and has held it in 43 quarters since.
- Nations Financial Group's Microsoft position peaked at $40.5M in Q4 2025.
- 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.