Northwest Wealth Advisors’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
$4.35M Buy
11,673
+249
+2% +$101K 2.5% 15
2026
Q1
$4.23M Sell
11,424
-103
-0.9% -$43.1K 3.02% 12
2025
Q4
$5.57M Buy
+11,527
New +$5.78M 4.34% 7

Other funds holding MSFT

Northwest Wealth Advisors's MSFT Position: Q2 2026 in Review

Northwest Wealth Advisors increased its Microsoft (MSFT) stake by 2.2% in Q2 2026, buying an estimated $101K and bringing the position to 11,673 shares worth $4.35M. The position accounts for 2.5% of the portfolio, ranked #15.

Northwest Wealth Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.57M in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Northwest Wealth Advisors held 11,673 shares of Microsoft worth $4.35M as of Q2 2026.
  • Northwest Wealth Advisors bought 249 Microsoft shares in Q2 2026, an estimated $101K.
  • Microsoft made up 2.5% of Northwest Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Northwest Wealth Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Northwest Wealth Advisors's Microsoft position peaked at $5.57M in Q4 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Northwest Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.