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Pinnacle West Asset Management’s Microsoft MSFT Stock Holding History

Pinnacle West Asset 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 		$4.09M Sell
10,975
-12,645
-54% -$5.12M 2.83% 8
2026
Q1 		$8.74M Sell
23,620
-465
-2% -$195K 5.94% 2
2025
Q4 		$11.6M Sell
24,085
-225
-0.9% -$113K 7.57% 1
2025
Q3 		$12.6M Sell
24,310
-75
-0.3% -$38.3K 8.15% 1
2025
Q2 		$12.1M Sell
24,385
-100
-0.4% -$43.4K 8.38% 1
2025
Q1 		$9.19M Buy
24,485
+50
+0.2% +$20.4K 6.64% 1
2024
Q4 		$10.3M Sell
24,435
-70
-0.3% -$29.8K 7.37% 1
2024
Q3 		$10.5M Sell
24,505
-175
-0.7% -$74.8K 7.56% 1
2024
Q2 		$11M Sell
24,680
-370
-1% -$156K 8.58% 1
2024
Q1 		$10.5M Sell
25,050
-250
-1% -$101K 8.36% 1
2023
Q4 		$9.51M Buy
25,300
+560
+2% +$199K 8.16% 1
2023
Q3 		$7.81M Buy
24,740
+525
+2% +$173K 7.66% 1
2023
Q2 		$8.25M Sell
24,215
-130
-0.5% -$40.7K 8.01% 1
2023
Q1 		$7.02M Buy
+24,345
New +$6.21M 7.33% 1

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

Pinnacle West Asset Management's MSFT Position: Q2 2026 in Review

Pinnacle West Asset Management reduced its Microsoft (MSFT) stake by 54% in Q2 2026, selling an estimated $5.12M and leaving 10,975 shares worth $4.09M. The position accounts for 2.83% of the portfolio, ranked #8.

Pinnacle West Asset Management first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.6M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Pinnacle West Asset Management held 10,975 shares of Microsoft worth $4.09M as of Q2 2026.
  • Pinnacle West Asset Management sold 12,645 Microsoft shares in Q2 2026, an estimated $5.12M.
  • Microsoft made up 2.83% of Pinnacle West Asset Management's portfolio in Q2 2026, its #8 holding.
  • Pinnacle West Asset Management first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • Pinnacle West Asset Management's Microsoft position peaked at $12.6M in Q3 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.