Robinson Smith Wealth 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
$1.15M Sell
3,093
-166
-5% -$67.2K 0.69% 30
2026
Q1
$1.21M Sell
3,259
-35
-1% -$14.6K 0.82% 25
2025
Q4
$1.59M Sell
3,294
-377
-10% -$189K 1.09% 25
2025
Q3
$1.9M Sell
3,671
-141
-4% -$71.9K 1.37% 19
2025
Q2
$1.9M Buy
3,812
+62
+2% +$26.9K 1.52% 18
2025
Q1
$1.41M Buy
3,750
+283
+8% +$115K 1.18% 22
2024
Q4
$1.46M Buy
3,467
+33
+1% +$14.1K 1.24% 22
2024
Q3
$1.48M Sell
3,434
-841
-20% -$359K 1.26% 20
2024
Q2
$1.91M Buy
4,275
+680
+19% +$287K 1.68% 14
2024
Q1
$1.51M Sell
3,595
-1,353
-27% -$548K 1.45% 19
2023
Q4
$1.86M Buy
+4,948
New +$1.76M 1.83% 13

Other funds holding MSFT

Robinson Smith Wealth Advisors's MSFT Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its Microsoft (MSFT) stake by 5.1% in Q2 2026, selling an estimated $67.2K and leaving 3,093 shares worth $1.15M. The position accounts for 0.69% of the portfolio, ranked #30.

Robinson Smith Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Robinson Smith Wealth Advisors held 3,093 shares of Microsoft worth $1.15M as of Q2 2026.
  • Robinson Smith Wealth Advisors sold 166 Microsoft shares in Q2 2026, an estimated $67.2K.
  • Microsoft made up 0.69% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Robinson Smith Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Robinson Smith Wealth Advisors's Microsoft position peaked at $1.91M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.