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Pinnacle Wealth Management Group’s Microsoft MSFT Stock Holding History

Pinnacle Wealth Management 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 		$4.7M Sell
12,587
-390
-3% -$158K 2.19% 15
2026
Q1 		$4.8M Sell
12,977
-440
-3% -$184K 2.36% 16
2025
Q4 		$6.49M Sell
13,417
-181
-1% -$90.7K 3.24% 8
2025
Q3 		$7.04M Sell
13,598
-242
-2% -$123K 3.61% 6
2025
Q2 		$6.88M Sell
13,840
-50
-0.4% -$21.7K 3.95% 5
2025
Q1 		$5.21M Sell
13,890
-555
-4% -$226K 3.64% 5
2024
Q4 		$6.09M Buy
14,445
+23
+0.2% +$9.8K 3.79% 6
2024
Q3 		$6.21M Sell
14,422
-43
-0.3% -$18.4K 3.92% 5
2024
Q2 		$6.47M Sell
14,465
-66
-0.5% -$27.9K 4.37% 5
2024
Q1 		$6.11M Buy
14,531
+204
+1% +$82.6K 4.54% 3
2023
Q4 		$5.39M Sell
14,327
-126
-0.9% -$44.8K 4.42% 5
2023
Q3 		$4.56M Sell
14,453
-641
-4% -$212K 4.15% 5
2023
Q2 		$5.14M Sell
15,094
-1,163
-7% -$364K 4.49% 4
2023
Q1 		$4.69M Sell
16,257
-887
-5% -$226K 4.06% 5
2022
Q4 		$4.11M Sell
17,144
-2,694
-14% -$647K 3.64% 4
2022
Q3 		$4.62M Sell
19,838
-659
-3% -$174K 4.07% 6
2022
Q2 		$5.26M Sell
20,497
-643
-3% -$175K 4.41% 3
2022
Q1 		$6.52M Buy
21,140
+247
+1% +$74.3K 4.9% 3
2021
Q4 		$7.03M Sell
20,893
-762
-4% -$247K 5.21% 2
2021
Q3 		$6.11M Buy
21,655
+167
+0.8% +$48.6K 4.59% 3
2021
Q2 		$5.82M Buy
+21,488
New +$5.46M 4.25% 2

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Pinnacle Wealth Management Group's MSFT Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Microsoft (MSFT) stake by 3% in Q2 2026, selling an estimated $158K and leaving 12,587 shares worth $4.7M. The position accounts for 2.19% of the portfolio, ranked #15.

Pinnacle Wealth Management Group first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.04M in Q3 2025. 3,132 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Pinnacle Wealth Management Group held 12,587 shares of Microsoft worth $4.7M as of Q2 2026.
  • Pinnacle Wealth Management Group sold 390 Microsoft shares in Q2 2026, an estimated $158K.
  • Microsoft made up 2.19% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #15 holding.
  • Pinnacle Wealth Management Group first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's Microsoft position peaked at $7.04M in Q3 2025.
  • 3,132 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.