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Putney Financial Group’s Microsoft MSFT Stock Holding History

Putney Financial 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 		$5.23M Sell
14,029
-139
-1% -$56.2K 4.71% 4
2026
Q1 		$5.24M Sell
14,168
-677
-5% -$283K 5.28% 4
2025
Q4 		$7.18M Buy
14,845
+2,203
+17% +$1.1M 6.71% 4
2025
Q3 		$6.55M Sell
12,642
-233
-2% -$119K 6.49% 4
2025
Q2 		$6.4M Sell
12,875
-732
-5% -$318K 6.47% 4
2025
Q1 		$5.11M Sell
13,607
-451
-3% -$184K 5.37% 4
2024
Q4 		$5.93M Buy
+14,058
New +$5.99M 5.28% 4

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

Putney Financial Group's MSFT Position: Q2 2026 in Review

Putney Financial Group reduced its Microsoft (MSFT) stake by 0.98% in Q2 2026, selling an estimated $56.2K and leaving 14,029 shares worth $5.23M. The position accounts for 4.71% of the portfolio, ranked #4.

Putney Financial Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.18M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Putney Financial Group held 14,029 shares of Microsoft worth $5.23M as of Q2 2026.
  • Putney Financial Group sold 139 Microsoft shares in Q2 2026, an estimated $56.2K.
  • Microsoft made up 4.71% of Putney Financial Group's portfolio in Q2 2026, its #4 holding.
  • Putney Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Putney Financial Group's Microsoft position peaked at $7.18M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.