Pinnacle Financial Group’s Microsoft MSFT Stock Holding History

Pinnacle Financial Group’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	$657K	Buy	1,760 +174	+11%	+$70.4K	0.16%	64
2026 Q1	$587K	Sell	1,586 -372	-19%	-$156K	0.16%	63
2025 Q4	$947K	Buy	1,958 +387	+25%	+$194K	0.27%	49
2025 Q3	$814K	Sell	1,571 -24	-2%	-$12.2K	0.25%	49
2025 Q2	$793K	Buy	1,595 +417	+35%	+$181K	0.27%	48
2025 Q1	$442K	Buy	1,178 +114	+11%	+$46.5K	0.16%	59
2024 Q4	$449K	Buy	1,064 +184	+21%	+$78.4K	0.18%	54
2024 Q3	$379K	Sell	880 -22	-2%	-$9.4K	0.15%	62
2024 Q2	$403K	Buy	+902	New	+$381K	0.17%	53
2022 Q1	–	Sell	-742	Closed	-$250K	–	68
2021 Q4	$250K	Buy	+742	New	+$241K	0.19%	59

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Financial Group's MSFT Position: Q2 2026 in Review

Pinnacle Financial Group increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $70.4K and bringing the position to 1,760 shares worth $657K. The position accounts for 0.16% of the portfolio, ranked #64.

Pinnacle Financial Group first reported a position in MSFT in Q4 2021 and has held it in 10 quarters since. The position peaked at $947K in Q4 2025. 6,263 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Pinnacle Financial Group held 1,760 shares of Microsoft worth $657K as of Q2 2026.
Pinnacle Financial Group bought 174 Microsoft shares in Q2 2026, an estimated $70.4K.
Microsoft made up 0.16% of Pinnacle Financial Group's portfolio in Q2 2026, its #64 holding.
Pinnacle Financial Group first reported a position in Microsoft in Q4 2021 and has held it in 10 quarters since.
Pinnacle Financial Group's Microsoft position peaked at $947K in Q4 2025.
6,263 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.