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Semmax Financial Advisors’s Microsoft MSFT Stock Holding History

Semmax Financial Advisors’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
2025
Q2 		$7.64M Sell
14,630
-1,429
-9% -$621K 1.97% 7
2025
Q1 		$7.05M Buy
16,059
+955
+6% +$389K 1.91% 8
2024
Q4 		$6.2M Buy
15,104
+703
+5% +$299K 1.65% 16
2024
Q3 		$6.09M Buy
14,401
+651
+5% +$278K 1.67% 15
2024
Q2 		$5.69M Sell
13,750
-730
-5% -$308K 1.71% 11
2024
Q1 		$5.99M Buy
14,480
+1,590
+12% +$644K 1.97% 8
2023
Q4 		$5.24M Buy
12,890
+179
+1% +$63.7K 1.91% 10
2023
Q3 		$4.66M Buy
+12,711
New +$4.2M 1.87% 15
2022
Q4 		$2.38M Sell
9,906
-13
-0.1% -$3.12K 0.95% 39
2022
Q3 		$2.26M Buy
9,919
+1,585
+19% +$419K 0.96% 36
2022
Q2 		$2.41M Sell
8,334
-709
-8% -$192K 0.98% 43
2022
Q1 		$2.79M Buy
9,043
+143
+2% +$43K 1.1% 37
2021
Q4 		$2.99M Sell
8,900
-2,327
-21% -$754K 1.11% 34
2021
Q3 		$3.17M Sell
11,227
-1,071
-9% -$312K 1.09% 37
2021
Q2 		$3.33M Buy
12,298
+252
+2% +$64.1K 1.06% 36
2021
Q1 		$2.84M Buy
12,046
+2,046
+20% +$475K 1.01% 39
2020
Q4 		$2.22M Buy
10,000
+911
+10% +$196K 0.92% 43
2020
Q3 		$1.91M Buy
9,089
+1,142
+14% +$240K 0.91% 48
2020
Q2 		$1.62M Buy
7,947
+1,682
+27% +$305K 0.85% 48
2020
Q1 		$988K Sell
6,265
-419
-6% -$68.9K 0.63% 55
2019
Q4 		$1.05M Buy
6,684
+248
+4% +$36.4K 0.58% 57
2019
Q3 		$895K Buy
6,436
+1,216
+23% +$167K 0.54% 57
2019
Q2 		$699K Buy
5,220
+1,767
+51% +$224K 0.45% 60
2019
Q1 		$407K Buy
3,453
+2,299
+199% +$251K 0.28% 93
2018
Q4 		$117K Buy
+1,154
New +$124K 0.09% 145

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Semmax Financial Advisors's MSFT Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Microsoft (MSFT) stake by 8.9% in Q2 2025, selling an estimated $621K and leaving 14,630 shares worth $7.64M. The position accounts for 1.97% of the portfolio, ranked #7.

Semmax Financial Advisors first reported a position in MSFT in Q4 2018 and has held it in 25 quarters since. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Semmax Financial Advisors held 14,630 shares of Microsoft worth $7.64M as of Q2 2025.
  • Semmax Financial Advisors sold 1,429 Microsoft shares in Q2 2025, an estimated $621K.
  • Microsoft made up 1.97% of Semmax Financial Advisors's portfolio in Q2 2025, its #7 holding.
  • Semmax Financial Advisors first reported a position in Microsoft in Q4 2018 and has held it in 25 quarters since.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.