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PFG Investments’s Microsoft MSFT Stock Holding History

PFG Investments’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 		$51.9M Buy
139,114
+4,938
+4% +$2M 2.01% 4
2026
Q1 		$49.7M Buy
134,176
+5,952
+5% +$2.49M 2.31% 4
2025
Q4 		$62M Buy
128,224
+3,189
+3% +$1.6M 2.92% 3
2025
Q3 		$64.8M Buy
125,035
+1,962
+2% +$1M 3.36% 3
2025
Q2 		$61.2M Sell
123,073
-737
-0.6% -$320K 3.59% 2
2025
Q1 		$46.5M Sell
123,810
-1,975
-2% -$805K 2.98% 2
2024
Q4 		$53M Buy
125,785
+3,037
+2% +$1.29M 3.3% 3
2024
Q3 		$52.8M Buy
122,748
+1,998
+2% +$854K 3.41% 2
2024
Q2 		$54M Sell
120,750
-10,233
-8% -$4.32M 3.85% 3
2024
Q1 		$55.1M Buy
130,983
+85,043
+185% +$34.4M 3.33% 2
2023
Q4 		$17.3M Buy
45,940
+1,507
+3% +$536K 3.21% 3
2023
Q3 		$14M Buy
44,433
+5,397
+14% +$1.78M 2.63% 4
2023
Q2 		$13.3M Buy
39,036
+2,558
+7% +$802K 2.36% 4
2023
Q1 		$10.5M Buy
+36,478
New +$9.3M 2.14% 5

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

PFG Investments's MSFT Position: Q2 2026 in Review

PFG Investments increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $2M and bringing the position to 139,114 shares worth $51.9M. The position accounts for 2.01% of the portfolio, ranked #4.

PFG Investments first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $64.8M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • PFG Investments held 139,114 shares of Microsoft worth $51.9M as of Q2 2026.
  • PFG Investments bought 4,938 Microsoft shares in Q2 2026, an estimated $2M.
  • Microsoft made up 2.01% of PFG Investments's portfolio in Q2 2026, its #4 holding.
  • PFG Investments first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Microsoft position peaked at $64.8M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.