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Promethium Advisors’s Microsoft MSFT Stock Holding History

Promethium 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 		$1.91M Buy
5,118
+573
+13% +$232K 0.92% 34
2026
Q1 		$1.68M Buy
4,545
+80
+2% +$33.5K 0.87% 33
2025
Q4 		$2.16M Buy
4,465
+72
+2% +$36.1K 1.16% 28
2025
Q3 		$2.28M Buy
4,393
+54
+1% +$27.5K 1.3% 27
2025
Q2 		$2.16M Buy
4,339
+379
+10% +$165K 1.31% 27
2025
Q1 		$1.49M Sell
3,960
-1,148
-22% -$468K 0.95% 36
2024
Q4 		$2.15M Buy
5,108
+216
+4% +$92K 1.47% 20
2024
Q3 		$2.11M Buy
+4,892
New +$2.09M 1.49% 18

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

Promethium Advisors's MSFT Position: Q2 2026 in Review

Promethium Advisors increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $232K and bringing the position to 5,118 shares worth $1.91M. The position accounts for 0.92% of the portfolio, ranked #34.

Promethium Advisors first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.28M in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Promethium Advisors held 5,118 shares of Microsoft worth $1.91M as of Q2 2026.
  • Promethium Advisors bought 573 Microsoft shares in Q2 2026, an estimated $232K.
  • Microsoft made up 0.92% of Promethium Advisors's portfolio in Q2 2026, its #34 holding.
  • Promethium Advisors first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • Promethium Advisors's Microsoft position peaked at $2.28M in Q3 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Promethium Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.