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Oakmont Investment Advisors’s Microsoft MSFT Stock Holding History

Oakmont Investment Advisors’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 		$215K Buy
+576
New +$233K 0.15% 112
2026
Q1 		– Sell
-514
Closed -$249K – 117
2025
Q4 		$249K Buy
+514
New +$258K 0.18% 102

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Oakmont Investment Advisors's MSFT Position: Q2 2026 in Review

Oakmont Investment Advisors opened a new position in Microsoft (MSFT) in Q2 2026: 576 shares worth $215K. The stake represents 0.15% of the portfolio and ranks #112 among its holdings. This is a return to the name: Oakmont Investment Advisors previously reported a position in MSFT as recently as Q4 2025.

Oakmont Investment Advisors first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $249K in Q4 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Oakmont Investment Advisors held 576 shares of Microsoft worth $215K as of Q2 2026.
  • Microsoft was a new Oakmont Investment Advisors position in Q2 2026.
  • Microsoft made up 0.15% of Oakmont Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • Oakmont Investment Advisors first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Oakmont Investment Advisors's Microsoft position peaked at $249K in Q4 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.