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SGL Investment Advisors’s Microsoft MSFT Stock Holding History

SGL Investment 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
2026
Q2 		$12.6M Buy
24,859
+1,041
+4% +$421K 4.34% 1
2026
Q1 		$9.83M Buy
23,818
+337
+1% +$141K 3.69% 4
2025
Q4 		$9.24M Buy
23,481
+1,529
+7% +$766K 3.7% 2
2025
Q3 		$11.3M Buy
21,952
+465
+2% +$237K 4.73% 2
2025
Q2 		$10.7M Buy
21,487
+225
+1% +$97.7K 5.08% 1
2025
Q1 		$9.32M Buy
21,262
+112
+0.5% +$45.7K 4.81% 1
2024
Q4 		$8.65M Buy
21,150
+518
+3% +$221K 4.36% 2
2024
Q3 		$8.81M Buy
+20,632
New +$8.82M 4.52% 2

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

SGL Investment Advisors's MSFT Position: Q2 2026 in Review

SGL Investment Advisors increased its Microsoft (MSFT) stake by 4.4% in Q2 2026, buying an estimated $421K and bringing the position to 24,859 shares worth $12.6M. The position accounts for 4.34% of the portfolio, ranked #1.

SGL Investment Advisors first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • SGL Investment Advisors held 24,859 shares of Microsoft worth $12.6M as of Q2 2026.
  • SGL Investment Advisors bought 1,041 Microsoft shares in Q2 2026, an estimated $421K.
  • Microsoft made up 4.34% of SGL Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • SGL Investment Advisors first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.