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Seven Mile Advisory’s Microsoft MSFT Stock Holding History

Seven Mile Advisory’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 		$3.94M Sell
10,570
-1,421
-12% -$575K 2.65% 8
2026
Q1 		$4.44M Sell
11,991
-10,488
-47% -$4.39M 3.2% 7
2025
Q4 		$10.9M Sell
22,479
-2,113
-9% -$1.06M 1.87% 17
2025
Q3 		$12.7M Buy
24,592
+7,993
+48% +$4.08M 2.06% 15
2025
Q2 		$8.26M Buy
16,599
+928
+6% +$403K 4.96% 4
2025
Q1 		$5.88M Sell
15,671
-587
-4% -$239K 3.93% 5
2024
Q4 		$6.85M Buy
16,258
+1,435
+10% +$611K 4.37% 5
2024
Q3 		$6.38M Buy
14,823
+1,229
+9% +$525K 4.22% 4
2024
Q2 		$6.08M Sell
13,594
-688
-5% -$291K 4.47% 4
2024
Q1 		$6.01M Buy
14,282
+273
+2% +$111K 4.56% 3
2023
Q4 		$5.27M Buy
14,009
+874
+7% +$311K 4.57% 4
2023
Q3 		$4.15M Buy
13,135
+1,458
+12% +$482K 4.36% 5
2023
Q2 		$3.98M Buy
+11,677
New +$3.66M 4.63% 4

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

Seven Mile Advisory's MSFT Position: Q2 2026 in Review

Seven Mile Advisory reduced its Microsoft (MSFT) stake by 12% in Q2 2026, selling an estimated $575K and leaving 10,570 shares worth $3.94M. The position accounts for 2.65% of the portfolio, ranked #8.

Seven Mile Advisory first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.7M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Seven Mile Advisory held 10,570 shares of Microsoft worth $3.94M as of Q2 2026.
  • Seven Mile Advisory sold 1,421 Microsoft shares in Q2 2026, an estimated $575K.
  • Microsoft made up 2.65% of Seven Mile Advisory's portfolio in Q2 2026, its #8 holding.
  • Seven Mile Advisory first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
  • Seven Mile Advisory's Microsoft position peaked at $12.7M in Q3 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.