River Street Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.69M Buy
17,946
+1,454
+9% +$588K 1.97% 13
2026
Q1
$6.1M Buy
16,492
+2,235
+16% +$935K 2.06% 12
2025
Q4
$6.9M Buy
14,257
+179
+1% +$89.7K 2.58% 8
2025
Q3
$7.29M Buy
14,078
+257
+2% +$131K 2.83% 5
2025
Q2
$6.87M Buy
13,821
+692
+5% +$301K 2.96% 4
2025
Q1
$4.93M Buy
13,129
+656
+5% +$267K 2.44% 9
2024
Q4
$5.26M Buy
12,473
+217
+2% +$92.4K 2.69% 7
2024
Q3
$5.27M Buy
12,256
+197
+2% +$84.2K 2.86% 5
2024
Q2
$5.39M Buy
12,059
+521
+5% +$220K 3.31% 4
2024
Q1
$4.85M Buy
11,538
+873
+8% +$353K 3.28% 3
2023
Q4
$4.01M Buy
10,665
+30
+0.3% +$10.7K 3.2% 4
2023
Q3
$3.36M Buy
10,635
+384
+4% +$127K 3.17% 5
2023
Q2
$3.49M Sell
10,251
-710
-6% -$223K 3.33% 5
2023
Q1
$3.16M Buy
10,961
+44
+0.4% +$11.2K 3.11% 5
2022
Q4
$2.62M Buy
+10,917
New +$2.62M 2.8% 5

Other funds holding MSFT

River Street Advisors's MSFT Position: Q2 2026 in Review

River Street Advisors increased its Microsoft (MSFT) stake by 8.8% in Q2 2026, buying an estimated $588K and bringing the position to 17,946 shares worth $6.69M. The position accounts for 1.97% of the portfolio, ranked #13.

River Street Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.29M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • River Street Advisors held 17,946 shares of Microsoft worth $6.69M as of Q2 2026.
  • River Street Advisors bought 1,454 Microsoft shares in Q2 2026, an estimated $588K.
  • Microsoft made up 1.97% of River Street Advisors's portfolio in Q2 2026, its #13 holding.
  • River Street Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • River Street Advisors's Microsoft position peaked at $7.29M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.