Peterson Wealth Advisors’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 | $1.71M | Buy |
4,585
+25
| +0.5% | +$10.1K | 0.2% | 32 |
|
|
2026
Q1 | $1.69M | Sell |
4,560
-42
| -0.9% | -$17.6K | 0.22% | 31 |
|
|
2025
Q4 | $2.23M | Buy |
4,602
+176
| +4% | +$88.2K | 0.3% | 29 |
|
|
2025
Q3 | $2.32M | Buy |
4,426
+41
| +0.9% | +$20.9K | 0.35% | 31 |
|
|
2025
Q2 | $2.18M | Buy |
4,385
+1
| +0% | +$434 | 0.36% | 29 |
|
|
2025
Q1 | $1.57M | Buy |
4,384
+48
| +1% | +$19.6K | 0.3% | 30 |
|
|
2024
Q4 | $1.84M | Buy |
4,336
+282
| +7% | +$120K | 0.33% | 29 |
|
|
2024
Q3 | $1.74M | Buy |
4,054
+174
| +4% | +$74.4K | 0.33% | 27 |
|
|
2024
Q2 | $1.73M | Buy |
3,880
+45
| +1% | +$19K | 0.36% | 24 |
|
|
2024
Q1 | $1.61M | Sell |
3,835
-10
| -0.3% | -$4.05K | 0.34% | 25 |
|
|
2023
Q4 | $1.45M | Sell |
3,845
-423
| -10% | -$151K | 0.34% | 27 |
|
|
2023
Q3 | $1.35M | Sell |
4,268
-181
| -4% | -$59.8K | 0.36% | 26 |
|
|
2023
Q2 | $1.5M | Buy |
4,449
+1
| +0% | +$313 | 0.4% | 25 |
|
|
2023
Q1 | $1.28M | Buy |
4,448
+175
| +4% | +$44.6K | 0.35% | 28 |
|
|
2022
Q4 | $1.02M | Sell |
4,273
-295
| -6% | -$70.8K | 0.31% | 28 |
|
|
2022
Q3 | $1.06M | Sell |
4,568
-54
| -1% | -$14.3K | 0.36% | 24 |
|
|
2022
Q2 | $1.19M | Sell |
4,622
-11
| -0.2% | -$2.98K | 0.39% | 24 |
|
|
2022
Q1 | $1.43M | Sell |
4,633
-15,901
| -77% | -$4.78M | 0.42% | 25 |
|
|
2021
Q4 | $6.91M | Buy |
20,534
+16,339
| +389% | +$5.3M | 1.99% | 11 |
|
|
2021
Q3 | $1.18M | Hold |
4,195
| – | – | 0.39% | 23 |
|
|
2021
Q2 | $1.14M | Sell |
4,195
-207
| -5% | -$52.6K | 0.4% | 22 |
|
|
2021
Q1 | $1.04M | Hold |
4,402
| – | – | 0.42% | 22 |
|
|
2020
Q4 | $979K | Sell |
4,402
-176
| -4% | -$37.8K | 0.43% | 21 |
|
|
2020
Q3 | $963K | Hold |
4,578
| – | – | 0.49% | 20 |
|
|
2020
Q2 | $932K | Buy |
4,578
+220
| +5% | +$39.9K | 0.5% | 21 |
|
|
2020
Q1 | $687K | Buy |
4,358
+1
| +0% | +$164 | 0.45% | 22 |
|
|
2019
Q4 | $687K | Hold |
4,357
| – | – | 0.39% | 20 |
|
|
2019
Q3 | $606K | Buy |
4,357
+1
| +0% | +$138 | 0.37% | 21 |
|
|
2019
Q2 | $584K | Sell |
4,356
-249
| -5% | -$31.6K | 0.37% | 20 |
|
|
2019
Q1 | $557K | Sell |
4,605
-89
| -2% | -$9.71K | 0.37% | 20 |
|
|
2018
Q4 | $477K | Sell |
4,694
-450
| -9% | -$48.2K | 0.38% | 21 |
|
|
2018
Q3 | $588K | Sell |
5,144
-249
| -5% | -$27K | 0.43% | 24 |
|
|
2018
Q2 | $532K | Sell |
5,393
-146
| -3% | -$14.2K | 0.43% | 25 |
|
|
2018
Q1 | $506K | Hold |
5,539
| – | – | 0.42% | 28 |
|
|
2017
Q4 | $474K | Buy |
+5,539
| New | +$454K | 0.43% | 30 |
|
Other funds holding MSFT
Peterson Wealth Advisors's MSFT Position: Q2 2026 in Review
Peterson Wealth Advisors increased its Microsoft (MSFT) stake by 0.55% in Q2 2026, buying an estimated $10.1K and bringing the position to 4,585 shares worth $1.71M. The position accounts for 0.2% of the portfolio, ranked #32.
Peterson Wealth Advisors first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.91M in Q4 2021. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Peterson Wealth Advisors held 4,585 shares of Microsoft worth $1.71M as of Q2 2026.
- Peterson Wealth Advisors bought 25 Microsoft shares in Q2 2026, an estimated $10.1K.
- Microsoft made up 0.2% of Peterson Wealth Advisors's portfolio in Q2 2026, its #32 holding.
- Peterson Wealth Advisors first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Peterson Wealth Advisors's Microsoft position peaked at $6.91M in Q4 2021.
- 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.