Patrick M. Sweeney & Associates’s Microsoft MSFT Stock Holding History

Patrick M. Sweeney & Associates’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	$3.89M	Buy	10,435 +139	+1%	+$56.2K	2.24%	8
2026 Q1	$3.81M	Buy	10,296 +15	+0.1%	+$6.28K	2.44%	8
2025 Q4	$4.97M	Sell	10,281 -163	-2%	-$81.7K	3.11%	7
2025 Q3	$5.41M	Sell	10,444 -7	-0.1%	-$3.57K	3.5%	6
2025 Q2	$5.21M	Buy	10,451 +77	+0.7%	+$33.4K	3.59%	5
2025 Q1	$3.89M	Sell	10,374 -74	-0.7%	-$30.2K	2.91%	7
2024 Q4	$4.4M	Sell	10,448 -30	-0.3%	-$12.8K	3.3%	7
2024 Q3	$4.51M	Buy	10,478 +212	+2%	+$90.6K	3.31%	7
2024 Q2	$4.59M	Buy	10,266 +331	+3%	+$140K	3.71%	6
2024 Q1	$4.18M	Buy	9,935 +4	+0%	+$1.62K	3.44%	8
2023 Q4	$3.73M	Buy	+9,931	New	+$3.53M	3.42%	8

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

Patrick M. Sweeney & Associates's MSFT Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $56.2K and bringing the position to 10,435 shares worth $3.89M. The position accounts for 2.24% of the portfolio, ranked #8.

Patrick M. Sweeney & Associates first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.41M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Patrick M. Sweeney & Associates held 10,435 shares of Microsoft worth $3.89M as of Q2 2026.
Patrick M. Sweeney & Associates bought 139 Microsoft shares in Q2 2026, an estimated $56.2K.
Microsoft made up 2.24% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #8 holding.
Patrick M. Sweeney & Associates first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's Microsoft position peaked at $5.41M in Q3 2025.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.