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Pinnacle Wealth Management’s Microsoft MSFT Stock Holding History

Pinnacle Wealth Management’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 		$1.2M Sell
3,226
-691
-18% -$280K 0.75% 27
2026
Q1 		$1.45M Sell
3,917
-853
-18% -$357K 0.98% 22
2025
Q4 		$2.31M Sell
4,770
-285
-6% -$143K 1.55% 22
2025
Q3 		$2.62M Sell
5,055
-762
-13% -$389K 1.77% 18
2025
Q2 		$2.89M Buy
5,817
+1,852
+47% +$804K 2.42% 12
2025
Q1 		$1.49M Sell
3,965
-1,431
-27% -$583K 1.68% 13
2024
Q4 		$2.27M Sell
5,396
-59
-1% -$25.1K 2.53% 17
2024
Q3 		$2.35M Sell
5,455
-1,655
-23% -$707K 2.81% 17
2024
Q2 		$3.18M Sell
7,110
-152
-2% -$64.2K 3.97% 7
2024
Q1 		$3.06M Sell
7,262
-656
-8% -$266K 3.19% 8
2023
Q4 		$2.98M Buy
7,918
+148
+2% +$52.7K 3.4% 13
2023
Q3 		$2.45M Sell
7,770
-2,532
-25% -$837K 2.98% 12
2023
Q2 		$3.51M Buy
+10,302
New +$3.23M 3.54% 6
2022
Q4 		$1.76M Sell
7,349
-82
-1% -$19.7K 2.12% 12
2022
Q3 		$1.73M Buy
7,431
+114
+2% +$30.1K 2.1% 18
2022
Q2 		$1.88M Buy
7,317
+348
+5% +$94.4K 2.64% 9
2022
Q1 		$2.15M Sell
6,969
-231
-3% -$69.5K 2.51% 13
2021
Q4 		$2.42M Buy
+7,200
New +$2.33M 2.07% 17

Other funds holding MSFT

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Pinnacle Wealth Management reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $280K and leaving 3,226 shares worth $1.2M. The position accounts for 0.75% of the portfolio, ranked #27.

Pinnacle Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.51M in Q2 2023. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Pinnacle Wealth Management held 3,226 shares of Microsoft worth $1.2M as of Q2 2026.
  • Pinnacle Wealth Management sold 691 Microsoft shares in Q2 2026, an estimated $280K.
  • Microsoft made up 0.75% of Pinnacle Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Pinnacle Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Wealth Management's Microsoft position peaked at $3.51M in Q2 2023.
  • 1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.