PMIA
MSFT icon

Patrick Mauro Investment Advisor’s Microsoft MSFT Stock Holding History

Patrick Mauro Investment Advisor’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 		$11.3M Buy
30,298
+5,934
+24% +$2.4M 5.68% 4
2026
Q1 		$9.02M Buy
24,364
+4,977
+26% +$2.08M 4.53% 6
2025
Q4 		$9.38M Sell
19,387
-590
-3% -$296K 4.9% 6
2025
Q3 		$10.3M Sell
19,977
-1,504
-7% -$767K 5.43% 6
2025
Q2 		$10.3M Sell
21,481
-1,578
-7% -$685K 5.81% 5
2025
Q1 		$8.66M Buy
23,059
+5,326
+30% +$2.17M 4.73% 6
2024
Q4 		$7.47M Buy
17,733
+1,908
+12% +$813K 4.27% 7
2024
Q3 		$6.81M Buy
15,825
+6,653
+73% +$2.84M 3.59% 11
2024
Q2 		$4.1M Buy
9,172
+1,354
+17% +$572K 2.38% 20
2024
Q1 		$3.29M Sell
7,818
-1,144
-13% -$463K 1.87% 21
2023
Q4 		$3.37M Sell
8,962
-660
-7% -$235K 2.01% 22
2023
Q3 		$3.04M Sell
9,622
-136
-1% -$44.9K 1.97% 20
2023
Q2 		$3.32M Sell
9,758
-868
-8% -$272K 2.05% 21
2023
Q1 		$3.06M Sell
10,626
-272
-2% -$69.4K 1.91% 23
2022
Q4 		$2.61M Buy
10,898
+235
+2% +$56.4K 1.69% 26
2022
Q3 		$2.48M Buy
+10,663
New +$2.82M 1.79% 23

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

Patrick Mauro Investment Advisor's MSFT Position: Q2 2026 in Review

Patrick Mauro Investment Advisor increased its Microsoft (MSFT) stake by 24% in Q2 2026, buying an estimated $2.4M and bringing the position to 30,298 shares worth $11.3M. The position accounts for 5.68% of the portfolio, ranked #4.

Patrick Mauro Investment Advisor first reported a position in MSFT in Q3 2022 and has held it in 16 quarters since. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Patrick Mauro Investment Advisor held 30,298 shares of Microsoft worth $11.3M as of Q2 2026.
  • Patrick Mauro Investment Advisor bought 5,934 Microsoft shares in Q2 2026, an estimated $2.4M.
  • Microsoft made up 5.68% of Patrick Mauro Investment Advisor's portfolio in Q2 2026, its #4 holding.
  • Patrick Mauro Investment Advisor first reported a position in Microsoft in Q3 2022 and has held it in 16 quarters since.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Patrick Mauro Investment Advisor's 13F filing for Q2 2026, filed 10 Aug 2026.