Security Financial Services’s Microsoft MSFT Stock Holding History

Security 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	$2.56M	Buy	6,867 +383	+6%	+$155K	0.36%	54
2026 Q1	$2.4M	Sell	6,484 -130	-2%	-$54.4K	0.38%	53
2025 Q4	$3.2M	Buy	6,614 +104	+2%	+$52.1K	0.5%	48
2025 Q3	$3.37M	Buy	6,510 +145	+2%	+$74K	0.55%	43
2025 Q2	$3.17M	Buy	6,365 +325	+5%	+$141K	0.56%	41
2025 Q1	$2.27M	Buy	6,040 +11	+0.2%	+$4.49K	0.45%	46
2024 Q4	$2.54M	Buy	6,029 +286	+5%	+$122K	0.52%	42
2024 Q3	$2.47M	Buy	5,743 +109	+2%	+$46.6K	0.5%	40
2024 Q2	$2.52M	Buy	5,634 +159	+3%	+$67.1K	0.55%	39
2024 Q1	$2.3M	Buy	5,475 +128	+2%	+$51.8K	0.52%	42
2023 Q4	$2.01M	Sell	5,347 -37	-0.7%	-$13.2K	0.49%	43
2023 Q3	$1.7M	Buy	5,384 +15	+0.3%	+$4.96K	0.48%	43
2023 Q2	$1.83M	Buy	5,369 +1,188	+28%	+$372K	0.52%	40
2023 Q1	$1.21M	Sell	4,181 -55	-1%	-$14K	0.37%	50
2022 Q4	$1.02M	Buy	4,236 +54	+1%	+$13K	0.32%	65
2022 Q3	$974K	Sell	4,182 -19	-0.5%	-$5.02K	0.33%	62
2022 Q2	$1.08M	Sell	4,201 -54	-1%	-$14.7K	0.34%	60
2022 Q1	$1.31M	Buy	4,255 +98	+2%	+$29.5K	0.42%	45
2021 Q4	$1.4M	Buy	+4,157	New	+$1.35M	0.47%	43

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

Security Financial Services's MSFT Position: Q2 2026 in Review

Security Financial Services increased its Microsoft (MSFT) stake by 5.9% in Q2 2026, buying an estimated $155K and bringing the position to 6,867 shares worth $2.56M. The position accounts for 0.36% of the portfolio, ranked #54.

Security Financial Services first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.37M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Security Financial Services held 6,867 shares of Microsoft worth $2.56M as of Q2 2026.
Security Financial Services bought 383 Microsoft shares in Q2 2026, an estimated $155K.
Microsoft made up 0.36% of Security Financial Services's portfolio in Q2 2026, its #54 holding.
Security Financial Services first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Security Financial Services's Microsoft position peaked at $3.37M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.