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SevenBridge Financial Group’s Microsoft MSFT Stock Holding History

SevenBridge 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
2017
Q4 		– Sell
-20
Closed -$16K – 633
2017
Q3 		$16K Hold
20
– – 0.01% 396
2017
Q2 		$10K Hold
20
– – 0.01% 457
2017
Q1 		$7K Hold
20
– – ﹤0.01% 471
2016
Q4 		$2K Buy
+20
New +$1.2K ﹤0.01% 585

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

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

SevenBridge Financial Group increased its Microsoft (MSFT) stake by 0.75% in Q2 2026, buying an estimated $143K and bringing the position to 47,740 shares worth $23.9M. The position accounts for 3.51% of the portfolio, ranked #4.

SevenBridge Financial Group first reported a position in MSFT in Q2 2016 and has held it in 41 quarters since. The position peaked at $27.6M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • SevenBridge Financial Group held 47,740 shares of Microsoft worth $23.9M as of Q2 2026.
  • SevenBridge Financial Group bought 354 Microsoft shares in Q2 2026, an estimated $143K.
  • Microsoft made up 3.51% of SevenBridge Financial Group's portfolio in Q2 2026, its #4 holding.
  • SevenBridge Financial Group first reported a position in Microsoft in Q2 2016 and has held it in 41 quarters since.
  • SevenBridge Financial Group's Microsoft position peaked at $27.6M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.