Retirement Investment Advisors’s Microsoft MSFT Stock Holding History

Retirement Investment 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	$396K	Buy	1,012 +255	+34%	+$103K	0.03%	45
2026 Q1	$366K	Hold	757	–	–	0.03%	44
2025 Q4	$366K	Buy	757 +135	+22%	+$67.7K	0.03%	44
2025 Q3	$322K	Buy	622 +88	+16%	+$44.9K	0.03%	45
2025 Q2	$266K	Hold	534	–	–	0.02%	49
2025 Q1	$200K	Sell	534 -31	-5%	-$12.6K	0.02%	56
2024 Q4	$238K	Buy	565 +3	+0.5%	+$1.28K	0.03%	49
2024 Q3	$242K	Hold	562	–	–	0.03%	46
2024 Q2	$251K	Buy	+562	New	+$237K	0.03%	45
2023 Q4	–	Sell	-996	Closed	-$314K	–	58
2023 Q3	$314K	Hold	996	–	–	0.03%	48
2023 Q2	$339K	Sell	996 -100	-9%	-$31.3K	0.04%	44
2023 Q1	$316K	Buy	+1,096	New	+$280K	0.06%	45

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Retirement Investment Advisors's MSFT Position: Q2 2026 in Review

Retirement Investment Advisors increased its Microsoft (MSFT) stake by 34% in Q2 2026, buying an estimated $103K and bringing the position to 1,012 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #45.

Retirement Investment Advisors first reported a position in MSFT in Q1 2023 and has held it in 12 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Retirement Investment Advisors held 1,012 shares of Microsoft worth $396K as of Q2 2026.
Retirement Investment Advisors bought 255 Microsoft shares in Q2 2026, an estimated $103K.
Microsoft made up 0.03% of Retirement Investment Advisors's portfolio in Q2 2026, its #45 holding.
Retirement Investment Advisors first reported a position in Microsoft in Q1 2023 and has held it in 12 quarters since.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.