PCA Investment Advisory Services’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
$5.32M Buy
14,267
+461
+3% +$187K 1.49% 15
2026
Q1
$5.11M Sell
13,806
-276
-2% -$115K 1.71% 14
2025
Q4
$6.81M Sell
14,082
-93
-0.7% -$46.6K 2.38% 12
2025
Q3
$7.34M Buy
14,175
+173
+1% +$88.3K 2.72% 11
2025
Q2
$6.96M Buy
14,002
+915
+7% +$397K 2.93% 10
2025
Q1
$4.91M Buy
13,087
+2,447
+23% +$998K 2.6% 13
2024
Q4
$4.48M Buy
10,640
+28
+0.3% +$11.9K 2.08% 13
2024
Q3
$4.57M Sell
10,612
-62
-0.6% -$26.5K 2.15% 13
2024
Q2
$4.77M Buy
10,674
+65
+0.6% +$27.5K 2.5% 11
2024
Q1
$4.46M Buy
10,609
+257
+2% +$104K 2.51% 11
2023
Q4
$3.89M Buy
10,352
+58
+0.6% +$20.6K 2.57% 10
2023
Q3
$3.25M Sell
10,294
-12
-0.1% -$3.96K 2.32% 11
2023
Q2
$3.51M Sell
10,306
-84
-0.8% -$26.3K 2.09% 11
2023
Q1
$3M Buy
+10,390
New +$2.65M 2.12% 11

Other funds holding MSFT

PCA Investment Advisory Services's MSFT Position: Q2 2026 in Review

PCA Investment Advisory Services increased its Microsoft (MSFT) stake by 3.3% in Q2 2026, buying an estimated $187K and bringing the position to 14,267 shares worth $5.32M. The position accounts for 1.49% of the portfolio, ranked #15.

PCA Investment Advisory Services first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.34M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • PCA Investment Advisory Services held 14,267 shares of Microsoft worth $5.32M as of Q2 2026.
  • PCA Investment Advisory Services bought 461 Microsoft shares in Q2 2026, an estimated $187K.
  • Microsoft made up 1.49% of PCA Investment Advisory Services's portfolio in Q2 2026, its #15 holding.
  • PCA Investment Advisory Services first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • PCA Investment Advisory Services's Microsoft position peaked at $7.34M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.