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S Harris Financial Group’s Microsoft MSFT Stock Holding History

S Harris 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 		$3.87M Buy
10,384
+152
+1% +$61.5K 3% 8
2026
Q1 		$3.79M Sell
10,232
-257
-2% -$108K 3.45% 7
2025
Q4 		$5.07M Buy
+10,489
New +$5.26M 4.86% 6

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

S Harris Financial Group increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $61.5K and bringing the position to 10,384 shares worth $3.87M. The position accounts for 3% of the portfolio, ranked #8.

S Harris Financial Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.07M in Q4 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • S Harris Financial Group held 10,384 shares of Microsoft worth $3.87M as of Q2 2026.
  • S Harris Financial Group bought 152 Microsoft shares in Q2 2026, an estimated $61.5K.
  • Microsoft made up 3% of S Harris Financial Group's portfolio in Q2 2026, its #8 holding.
  • S Harris Financial Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Microsoft position peaked at $5.07M in Q4 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.