SAFS
MSFT icon

S&A Financial Services’s Microsoft MSFT Stock Holding History

S&A Financial Services’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 		$1.03M Sell
2,752
-55
-2% -$22.3K 0.63% 37
2026
Q1 		$1.04M Buy
+2,807
New +$1.17M 0.71% 36

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

S&A Financial Services's MSFT Position: Q2 2026 in Review

S&A Financial Services reduced its Microsoft (MSFT) stake by 2% in Q2 2026, selling an estimated $22.3K and leaving 2,752 shares worth $1.03M. The position accounts for 0.63% of the portfolio, ranked #37.

S&A Financial Services first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.04M in Q1 2026. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • S&A Financial Services held 2,752 shares of Microsoft worth $1.03M as of Q2 2026.
  • S&A Financial Services sold 55 Microsoft shares in Q2 2026, an estimated $22.3K.
  • Microsoft made up 0.63% of S&A Financial Services's portfolio in Q2 2026, its #37 holding.
  • S&A Financial Services first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
  • S&A Financial Services's Microsoft position peaked at $1.04M in Q1 2026.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.