PWS
MSFT icon

Peterson Wealth Services’s Microsoft MSFT Stock Holding History

Peterson Wealth Services’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 		$6.68M Buy
17,901
+617
+4% +$250K 1.46% 17
2026
Q1 		$6.4M Buy
17,284
+778
+5% +$326K 1.58% 17
2025
Q4 		$7.98M Buy
16,506
+15,261
+1,226% +$7.65M 2.04% 13
2025
Q3 		$8.61M Sell
1,245
-15,501
-93% -$7.91M 2.12% 13
2025
Q2 		$8.33M Buy
16,746
+271
+2% +$118K 2.28% 13
2025
Q1 		$6.18M Buy
16,475
+904
+6% +$369K 1.92% 14
2024
Q4 		$6.56M Sell
15,571
-165
-1% -$70.3K 1.97% 13
2024
Q3 		$6.77M Sell
15,736
-727
-4% -$311K 2.16% 12
2024
Q2 		$7.36M Buy
16,463
+268
+2% +$113K 2.57% 10
2024
Q1 		$6.81M Buy
16,195
+613
+4% +$248K 2.48% 10
2023
Q4 		$5.86M Buy
15,582
+2,899
+23% +$1.03M 2.51% 10
2023
Q3 		$4M Buy
12,683
+406
+3% +$134K 3% 8
2023
Q2 		$4.18M Buy
12,277
+5,912
+93% +$1.85M 2.01% 14
2023
Q1 		$1.84M Buy
6,365
+2,780
+78% +$709K 0.94% 41
2022
Q4 		$860K Sell
3,585
-1,025
-22% -$246K 0.49% 55
2022
Q3 		$1.07M Buy
4,610
+905
+24% +$239K 0.76% 40
2022
Q2 		$952K Sell
3,705
-4,146
-53% -$1.13M 0.69% 41
2022
Q1 		$2.42M Buy
7,851
+824
+12% +$248K 1.49% 27
2021
Q4 		$2.36M Buy
+7,027
New +$2.28M 1.57% 27

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Peterson Wealth Services's MSFT Position: Q2 2026 in Review

Peterson Wealth Services increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $250K and bringing the position to 17,901 shares worth $6.68M. The position accounts for 1.46% of the portfolio, ranked #17.

Peterson Wealth Services first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.61M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Peterson Wealth Services held 17,901 shares of Microsoft worth $6.68M as of Q2 2026.
  • Peterson Wealth Services bought 617 Microsoft shares in Q2 2026, an estimated $250K.
  • Microsoft made up 1.46% of Peterson Wealth Services's portfolio in Q2 2026, its #17 holding.
  • Peterson Wealth Services first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's Microsoft position peaked at $8.61M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.