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Primoris Wealth Advisors’s Microsoft MSFT Stock Holding History

Primoris Wealth Advisors’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 		$600K Sell
1,608
-3,291
-67% -$1.33M 0.27% 66
2026
Q1 		$1.81M Sell
4,899
-1,828
-27% -$765K 1.27% 25
2025
Q4 		$3.25M Hold
6,727
– – 1.95% 18
2025
Q3 		$3.48M Buy
6,727
+4
+0.1% +$2.04K 2.22% 15
2025
Q2 		$3.34M Buy
6,723
+191
+3% +$82.9K 2.28% 15
2025
Q1 		$2.45M Buy
6,532
+71
+1% +$28.9K 1.9% 19
2024
Q4 		$2.72M Sell
6,461
-2
-0% -$852 2.07% 14
2024
Q3 		$2.78M Sell
6,463
-270
-4% -$115K 2.02% 18
2024
Q2 		$3.01M Sell
6,733
-317
-4% -$134K 2.4% 14
2024
Q1 		$2.96M Buy
7,050
+247
+4% +$100K 2.37% 13
2023
Q4 		$2.56M Buy
6,803
+827
+14% +$294K 2.41% 14
2023
Q3 		$1.89M Sell
5,976
-66
-1% -$21.8K 2.28% 17
2023
Q2 		$2.06M Buy
6,042
+5
+0.1% +$1.57K 2.26% 17
2023
Q1 		$1.74M Sell
6,037
-73
-1% -$18.6K 2.14% 19
2022
Q4 		$1.47M Sell
6,110
-100
-2% -$24K 2.26% 13
2022
Q3 		$1.45M Sell
6,210
-3,590
-37% -$948K 2.58% 11
2022
Q2 		$2.52M Buy
9,800
+171
+2% +$46.4K 3.62% 7
2022
Q1 		$2.97M Buy
9,629
+100
+1% +$30.1K 2.77% 13
2021
Q4 		$3.21M Buy
+9,529
New +$3.09M 2.58% 14

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

Primoris Wealth Advisors's MSFT Position: Q2 2026 in Review

Primoris Wealth Advisors reduced its Microsoft (MSFT) stake by 67% in Q2 2026, selling an estimated $1.33M and leaving 1,608 shares worth $600K. The position accounts for 0.27% of the portfolio, ranked #66.

Primoris Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Primoris Wealth Advisors held 1,608 shares of Microsoft worth $600K as of Q2 2026.
  • Primoris Wealth Advisors sold 3,291 Microsoft shares in Q2 2026, an estimated $1.33M.
  • Microsoft made up 0.27% of Primoris Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Primoris Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Primoris Wealth Advisors's Microsoft position peaked at $3.48M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.