Schaeffer Financial’s Microsoft MSFT Stock Holding History

Schaeffer Financial’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	$875K	Hold	2,344	–	–	0.68%	10
2026 Q1	$868K	Hold	2,344	–	–	0.73%	10
2025 Q4	$1.13M	Buy	+2,344	New	+$1.17M	0.99%	9

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schaeffer Financial's MSFT Position: Q2 2026 in Review

Schaeffer Financial held its Microsoft (MSFT) position steady in Q2 2026 at 2,344 shares worth $875K. The position accounts for 0.68% of the portfolio, ranked #10.

Schaeffer Financial first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Schaeffer Financial held 2,344 shares of Microsoft worth $875K as of Q2 2026.
Schaeffer Financial left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.68% of Schaeffer Financial's portfolio in Q2 2026, its #10 holding.
Schaeffer Financial first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
Schaeffer Financial's Microsoft position peaked at $1.13M in Q4 2025.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Schaeffer Financial's 13F filing for Q2 2026, filed 3 Aug 2026.