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PSI Advisors’s Microsoft MSFT Stock Holding History

PSI 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 		$4.85M Buy
13,007
+6,490
+100% +$2.63M 1.13% 20
2026
Q1 		$2.41M Buy
6,517
+168
+3% +$70.3K 0.58% 31
2025
Q4 		$3.07M Buy
6,349
+823
+15% +$412K 0.77% 28
2025
Q3 		$2.86M Sell
5,526
-5,272
-49% -$2.69M 0.74% 27
2025
Q2 		$5.37M Buy
10,798
+5,490
+103% +$2.38M 2.64% 11
2025
Q1 		$1.99M Sell
5,308
-963
-15% -$393K 0.65% 26
2024
Q4 		$2.64M Buy
6,271
+93
+2% +$39.6K 0.78% 28
2024
Q3 		$2.66M Sell
6,178
-220
-3% -$94K 0.78% 28
2024
Q2 		$2.86M Sell
6,398
-276
-4% -$117K 0.91% 26
2024
Q1 		$2.81M Sell
6,674
-961
-13% -$389K 1.01% 25
2023
Q4 		$2.87M Sell
7,635
-264
-3% -$94K 1.07% 22
2023
Q3 		$2.49M Buy
7,899
+442
+6% +$146K 1.08% 20
2023
Q2 		$2.54M Sell
7,457
-1,160
-13% -$364K 1.11% 20
2023
Q1 		$2.48M Buy
8,617
+227
+3% +$57.9K 1.2% 18
2022
Q4 		$2.01M Buy
8,390
+351
+4% +$84.2K 1.07% 20
2022
Q3 		$1.87M Sell
8,039
-741
-8% -$196K 0.98% 26
2022
Q2 		$2.26M Buy
8,780
+1,592
+22% +$432K 1.11% 23
2022
Q1 		$2.22M Buy
7,188
+2,501
+53% +$752K 0.91% 26
2021
Q4 		$1.58M Buy
4,687
+333
+8% +$108K 0.64% 29
2021
Q3 		$1.23M Sell
4,354
-2,031
-32% -$591K 0.56% 36
2021
Q2 		$1.73M Buy
6,385
+117
+2% +$29.7K 0.91% 27
2021
Q1 		$1.48M Sell
6,268
-88
-1% -$20.4K 0.87% 27
2020
Q4 		$1.41M Buy
6,356
+253
+4% +$54.4K 0.97% 19
2020
Q3 		$1.28M Buy
6,103
+560
+10% +$118K 0.98% 24
2020
Q2 		$1.13M Sell
5,543
-1,442
-21% -$262K 0.91% 26
2020
Q1 		$1.1M Buy
6,985
+1,853
+36% +$305K 1.01% 23
2019
Q4 		$809K Buy
+5,132
New +$754K 0.52% 39

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

PSI Advisors's MSFT Position: Q2 2026 in Review

PSI Advisors increased its Microsoft (MSFT) stake by 100% in Q2 2026, buying an estimated $2.63M and bringing the position to 13,007 shares worth $4.85M. The position accounts for 1.13% of the portfolio, ranked #20.

PSI Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.37M in Q2 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • PSI Advisors held 13,007 shares of Microsoft worth $4.85M as of Q2 2026.
  • PSI Advisors bought 6,490 Microsoft shares in Q2 2026, an estimated $2.63M.
  • Microsoft made up 1.13% of PSI Advisors's portfolio in Q2 2026, its #20 holding.
  • PSI Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • PSI Advisors's Microsoft position peaked at $5.37M in Q2 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.