Optimist Retirement Group’s Microsoft MSFT Stock Holding History

Optimist Retirement Group’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	$2.15M	Sell	5,765 -31	-0.5%	-$12.5K	0.83%	39
2026 Q1	$2.15M	Hold	5,796	–	–	0.95%	38
2025 Q4	$2.8M	Sell	5,796 -602	-9%	-$302K	1.28%	18
2025 Q3	$3.31M	Sell	6,398 -35	-0.5%	-$17.9K	1.5%	10
2025 Q2	$3.2M	Sell	6,433 -138	-2%	-$59.9K	1.53%	10
2025 Q1	$2.47M	Sell	6,571 -9,662	-60%	-$3.94M	1.23%	17
2024 Q4	$6.84M	Buy	16,233 +14	+0.1%	+$5.96K	3.24%	7
2024 Q3	$6.98M	Buy	16,219 +10,581	+188%	+$4.52M	3.15%	7
2024 Q2	$2.52M	Buy	5,638 +673	+14%	+$284K	1.32%	13
2024 Q1	$2.09M	Sell	4,965 -20	-0.4%	-$8.1K	1.07%	21
2023 Q4	$1.87M	Buy	+4,985	New	+$1.77M	1.22%	20

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimist Retirement Group's MSFT Position: Q2 2026 in Review

Optimist Retirement Group reduced its Microsoft (MSFT) stake by 0.53% in Q2 2026, selling an estimated $12.5K and leaving 5,765 shares worth $2.15M. The position accounts for 0.83% of the portfolio, ranked #39.

Optimist Retirement Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.98M in Q3 2024. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Optimist Retirement Group held 5,765 shares of Microsoft worth $2.15M as of Q2 2026.
Optimist Retirement Group sold 31 Microsoft shares in Q2 2026, an estimated $12.5K.
Microsoft made up 0.83% of Optimist Retirement Group's portfolio in Q2 2026, its #39 holding.
Optimist Retirement Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Optimist Retirement Group's Microsoft position peaked at $6.98M in Q3 2024.
6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.