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Personal CFO Solutions’s Microsoft MSFT Stock Holding History

Personal CFO Solutions’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 		$13.5M Buy
36,298
+1,676
+5% +$678K 1.96% 8
2026
Q1 		$12.8M Sell
34,622
-1,033
-3% -$432K 1.8% 9
2025
Q4 		$17.2M Buy
35,655
+978
+3% +$490K 2.74% 4
2025
Q3 		$18M Buy
34,677
+1,674
+5% +$854K 3.15% 3
2025
Q2 		$16.4M Buy
33,003
+1,166
+4% +$506K 3.04% 3
2025
Q1 		$12M Buy
31,837
+959
+3% +$391K 2.43% 4
2024
Q4 		$13M Buy
30,878
+439
+1% +$187K 2.56% 5
2024
Q3 		$13.1M Sell
30,439
-993
-3% -$424K 1.83% 6
2024
Q2 		$14M Buy
31,432
+209
+0.7% +$88.3K 2.16% 5
2024
Q1 		$13.1M Buy
31,223
+739
+2% +$299K 2.05% 5
2023
Q4 		$11.5M Buy
30,484
+2,917
+11% +$1.04M 1.98% 5
2023
Q3 		$8.7M Buy
27,567
+473
+2% +$156K 1.72% 9
2023
Q2 		$9.23M Sell
27,094
-885
-3% -$277K 1.87% 10
2023
Q1 		$8.07M Sell
27,979
-13
-0% -$3.32K 1.67% 8
2022
Q4 		$6.71M Buy
27,992
+803
+3% +$193K 1.42% 10
2022
Q3 		$6.33M Buy
27,189
+130
+0.5% +$34.3K 1.59% 12
2022
Q2 		$6.95M Buy
27,059
+1,262
+5% +$343K 1.63% 11
2022
Q1 		$7.95M Sell
25,797
-250
-1% -$75.2K 1.57% 11
2021
Q4 		$8.76M Buy
26,047
+1,369
+6% +$444K 1.64% 12
2021
Q3 		$6.96M Sell
24,678
-4,691
-16% -$1.36M 1.43% 14
2021
Q2 		$7.96M Sell
29,369
-771
-3% -$196K 1.63% 12
2021
Q1 		$7.11M Buy
30,140
+969
+3% +$225K 1.54% 11
2020
Q4 		$6.49M Buy
29,171
+1,437
+5% +$309K 1.61% 8
2020
Q3 		$6M Sell
27,734
-2,528
-8% -$531K 2% 8
2020
Q2 		$6.16M Buy
30,262
+55
+0.2% +$9.98K 1.82% 7
2020
Q1 		$4.76M Buy
30,207
+3,922
+15% +$645K 1.71% 8
2019
Q4 		$4.18M Sell
26,285
-1,637
-6% -$240K 1.2% 12
2019
Q3 		$3.89M Buy
+27,922
New +$3.84M 1.55% 8

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

Personal CFO Solutions's MSFT Position: Q2 2026 in Review

Personal CFO Solutions increased its Microsoft (MSFT) stake by 4.8% in Q2 2026, buying an estimated $678K and bringing the position to 36,298 shares worth $13.5M. The position accounts for 1.96% of the portfolio, ranked #8.

Personal CFO Solutions first reported a position in MSFT in Q3 2019 and has held it in 28 quarters since. The position peaked at $18M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Personal CFO Solutions held 36,298 shares of Microsoft worth $13.5M as of Q2 2026.
  • Personal CFO Solutions bought 1,676 Microsoft shares in Q2 2026, an estimated $678K.
  • Microsoft made up 1.96% of Personal CFO Solutions's portfolio in Q2 2026, its #8 holding.
  • Personal CFO Solutions first reported a position in Microsoft in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Microsoft position peaked at $18M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.