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Marathon Wealth Advisors LLC’s Microsoft MSFT Stock Holding History

Marathon Wealth Advisors LLC’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 		$9.9M Buy
26,552
+1,081
+4% +$437K 3.39% 9
2026
Q1 		$9.43M Buy
25,471
+2,004
+9% +$839K 3.87% 3
2025
Q4 		$11.3M Buy
+23,467
New +$11.8M 4.51% 2

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

Marathon Wealth Advisors LLC's MSFT Position: Q2 2026 in Review

Marathon Wealth Advisors LLC increased its Microsoft (MSFT) stake by 4.2% in Q2 2026, buying an estimated $437K and bringing the position to 26,552 shares worth $9.9M. The position accounts for 3.39% of the portfolio, ranked #9.

Marathon Wealth Advisors LLC first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.3M in Q4 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Marathon Wealth Advisors LLC held 26,552 shares of Microsoft worth $9.9M as of Q2 2026.
  • Marathon Wealth Advisors LLC bought 1,081 Microsoft shares in Q2 2026, an estimated $437K.
  • Microsoft made up 3.39% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #9 holding.
  • Marathon Wealth Advisors LLC first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Marathon Wealth Advisors LLC's Microsoft position peaked at $11.3M in Q4 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.