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Powers Advisory Group’s Microsoft MSFT Stock Holding History

Powers Advisory 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 		$5.26M Sell
14,098
-444
-3% -$180K 1.65% 15
2026
Q1 		$5.38M Buy
14,542
+106
+0.7% +$44.4K 1.9% 15
2025
Q4 		$6.98M Buy
14,436
+200
+1% +$100K 2.63% 11
2025
Q3 		$7.37M Buy
14,236
+65
+0.5% +$33.2K 2.94% 11
2025
Q2 		$7.05M Sell
14,171
-85
-0.6% -$36.9K 3.1% 11
2025
Q1 		$5.35M Buy
14,256
+116
+0.8% +$47.3K 2.55% 11
2024
Q4 		$5.96M Sell
14,140
-13
-0.1% -$5.54K 2.98% 11
2024
Q3 		$6.09M Sell
14,153
-7
-0% -$2.99K 3.04% 11
2024
Q2 		$6.33M Buy
14,160
+29
+0.2% +$12.2K 3.45% 10
2024
Q1 		$5.95M Sell
14,131
-481
-3% -$195K 3.4% 9
2023
Q4 		$5.49M Sell
14,612
-383
-3% -$136K 3.39% 9
2023
Q3 		$4.73M Sell
14,995
-126
-0.8% -$41.6K 3.22% 9
2023
Q2 		$5.15M Buy
15,121
+119
+0.8% +$37.3K 3.41% 8
2023
Q1 		$4.33M Sell
15,002
-6
-0% -$1.53K 3.02% 9
2022
Q4 		$3.6M Sell
15,008
-11
-0.1% -$2.64K 2.65% 9
2022
Q3 		$3.5M Buy
15,019
+75
+0.5% +$19.8K 2.79% 9
2022
Q2 		$3.84M Sell
14,944
-284
-2% -$77.1K 2.95% 9
2022
Q1 		$4.7M Buy
15,228
+95
+0.6% +$28.6K 3.27% 9
2021
Q4 		$5.09M Buy
+15,133
New +$4.91M 3.59% 6

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

Powers Advisory Group's MSFT Position: Q2 2026 in Review

Powers Advisory Group reduced its Microsoft (MSFT) stake by 3.1% in Q2 2026, selling an estimated $180K and leaving 14,098 shares worth $5.26M. The position accounts for 1.65% of the portfolio, ranked #15.

Powers Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.37M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Powers Advisory Group held 14,098 shares of Microsoft worth $5.26M as of Q2 2026.
  • Powers Advisory Group sold 444 Microsoft shares in Q2 2026, an estimated $180K.
  • Microsoft made up 1.65% of Powers Advisory Group's portfolio in Q2 2026, its #15 holding.
  • Powers Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's Microsoft position peaked at $7.37M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.