PFS Partners’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
$1.02M Buy
2,726
+693
+34% +$280K 0.41% 30
2026
Q1
$752K Buy
2,033
+33
+2% +$13.8K 0.34% 35
2025
Q4
$967K Buy
2,000
+75
+4% +$37.6K 0.44% 29
2025
Q3
$997K Buy
1,925
+14
+0.7% +$7.14K 0.47% 25
2025
Q2
$951K Buy
1,911
+227
+13% +$98.6K 0.48% 24
2025
Q1
$632K Buy
1,684
+1
+0.1% +$408 0.33% 29
2024
Q4
$709K Sell
1,683
-24
-1% -$10.2K 0.38% 28
2024
Q3
$735K Buy
1,707
+1
+0.1% +$427 0.42% 26
2024
Q2
$763K Sell
1,706
-7
-0.4% -$2.96K 0.47% 26
2024
Q1
$721K Sell
1,713
-34
-2% -$13.8K 0.48% 25
2023
Q4
$657K Sell
1,747
-91
-5% -$32.4K 0.45% 25
2023
Q3
$580K Sell
1,838
-27
-1% -$8.92K 0.51% 20
2023
Q2
$635K Buy
1,865
+170
+10% +$53.3K 0.53% 19
2023
Q1
$489K Buy
1,695
+51
+3% +$13K 0.48% 20
2022
Q4
$394K Buy
1,644
+1
+0.1% +$240 0.42% 21
2022
Q3
$383K Sell
1,643
-24
-1% -$6.34K 0.41% 20
2022
Q2
$428K Hold
1,667
0.42% 21
2022
Q1
$514K Sell
1,667
-47
-3% -$14.1K 0.44% 20
2021
Q4
$576K Buy
+1,714
New +$556K 0.43% 21

Other funds holding MSFT

PFS Partners's MSFT Position: Q2 2026 in Review

PFS Partners increased its Microsoft (MSFT) stake by 34% in Q2 2026, buying an estimated $280K and bringing the position to 2,726 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #30.

PFS Partners first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • PFS Partners held 2,726 shares of Microsoft worth $1.02M as of Q2 2026.
  • PFS Partners bought 693 Microsoft shares in Q2 2026, an estimated $280K.
  • Microsoft made up 0.41% of PFS Partners's portfolio in Q2 2026, its #30 holding.
  • PFS Partners first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • 2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.