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Seamount Financial Group’s Microsoft MSFT Stock Holding History

Seamount 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 		$3.81M Sell
10,201
-80
-0.8% -$32.4K 1.53% 20
2026
Q1 		$3.81M Buy
10,281
+1,176
+13% +$492K 1.72% 15
2025
Q4 		$4.4M Sell
9,105
-135
-1% -$67.7K 2% 11
2025
Q3 		$4.79M Buy
9,240
+321
+4% +$164K 2.26% 10
2025
Q2 		$4.44M Buy
8,919
+2,799
+46% +$1.22M 2.28% 9
2025
Q1 		$2.3M Buy
6,120
+355
+6% +$145K 1.56% 20
2024
Q4 		$2.43M Buy
5,765
+155
+3% +$66K 1.68% 17
2024
Q3 		$2.41M Sell
5,610
-424
-7% -$181K 1.82% 18
2024
Q2 		$2.7M Buy
6,034
+844
+16% +$356K 2.2% 11
2024
Q1 		$2.18M Buy
5,190
+222
+4% +$89.9K 1.91% 17
2023
Q4 		$1.87M Buy
+4,968
New +$1.77M 1.79% 19

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Seamount Financial Group reduced its Microsoft (MSFT) stake by 0.78% in Q2 2026, selling an estimated $32.4K and leaving 10,201 shares worth $3.81M. The position accounts for 1.53% of the portfolio, ranked #20.

Seamount Financial Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.79M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Seamount Financial Group held 10,201 shares of Microsoft worth $3.81M as of Q2 2026.
  • Seamount Financial Group sold 80 Microsoft shares in Q2 2026, an estimated $32.4K.
  • Microsoft made up 1.53% of Seamount Financial Group's portfolio in Q2 2026, its #20 holding.
  • Seamount Financial Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Seamount Financial Group's Microsoft position peaked at $4.79M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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