PKS Advisory Services’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
$4.32M Buy
11,572
+2,708
+31% +$1.1M 0.69% 24
2026
Q1
$3.3M Sell
8,864
-118
-1% -$49.4K 0.77% 23
2025
Q4
$4.34M Buy
8,982
+135
+2% +$67.7K 0.99% 16
2025
Q3
$4.58M Buy
8,847
+523
+6% +$267K 0.96% 16
2025
Q2
$4.14M Sell
8,324
-10
-0.1% -$4.34K 1.02% 17
2025
Q1
$3.14M Buy
8,334
+285
+4% +$116K 0.86% 20
2024
Q4
$3.39M Buy
+8,049
New +$3.43M 0.85% 21

Other funds holding MSFT

PKS Advisory Services's MSFT Position: Q2 2026 in Review

PKS Advisory Services increased its Microsoft (MSFT) stake by 31% in Q2 2026, buying an estimated $1.1M and bringing the position to 11,572 shares worth $4.32M. The position accounts for 0.69% of the portfolio, ranked #24.

PKS Advisory Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.58M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • PKS Advisory Services held 11,572 shares of Microsoft worth $4.32M as of Q2 2026.
  • PKS Advisory Services bought 2,708 Microsoft shares in Q2 2026, an estimated $1.1M.
  • Microsoft made up 0.69% of PKS Advisory Services's portfolio in Q2 2026, its #24 holding.
  • PKS Advisory Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • PKS Advisory Services's Microsoft position peaked at $4.58M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.