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Sharkey, Howes & Javer’s Microsoft MSFT Stock Holding History

Sharkey, Howes & Javer’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 		$1.66M Buy
4,461
+48
+1% +$19.4K 0.2% 61
2026
Q1 		$1.63M Sell
4,413
-640
-13% -$268K 0.22% 63
2025
Q4 		$2.44M Sell
5,053
-1,263
-20% -$633K 0.31% 50
2025
Q3 		$3.27M Sell
6,316
-38
-0.6% -$19.4K 0.42% 44
2025
Q2 		$3.16M Sell
6,354
-150
-2% -$65.1K 0.42% 47
2025
Q1 		$2.44M Sell
6,504
-263
-4% -$107K 0.35% 59
2024
Q4 		$2.85M Buy
6,767
+263
+4% +$112K 0.4% 50
2024
Q3 		$2.8M Sell
6,504
-143
-2% -$61.1K 0.4% 49
2024
Q2 		$2.97M Buy
6,647
+1
+0% +$422 0.48% 40
2024
Q1 		$2.8M Buy
6,646
+49
+0.7% +$19.8K 0.46% 40
2023
Q4 		$2.48M Buy
6,597
+106
+2% +$37.7K 0.44% 36
2023
Q3 		$2.05M Buy
6,491
+1
+0% +$330 0.39% 42
2023
Q2 		$2.21M Sell
6,490
-46
-0.7% -$14.4K 0.42% 36
2023
Q1 		$1.88M Sell
6,536
-185
-3% -$47.2K 0.4% 35
2022
Q4 		$1.61M Buy
6,721
+1
+0% +$240 0.37% 40
2022
Q3 		$1.56M Sell
6,720
-1,298
-16% -$343K 0.34% 44
2022
Q2 		$2.06M Sell
8,018
-899
-10% -$244K 0.5% 33
2022
Q1 		$2.75M Sell
8,917
-8
-0.1% -$2.41K 0.63% 29
2021
Q4 		$3M Buy
8,925
+11
+0.1% +$3.57K 0.68% 28
2021
Q3 		$2.51M Buy
8,914
+446
+5% +$130K 0.65% 28
2021
Q2 		$2.29M Sell
8,468
-74
-0.9% -$18.8K 0.61% 27
2021
Q1 		$2.01M Sell
8,542
-53
-0.6% -$12.3K 0.63% 27
2020
Q4 		$1.91M Sell
8,595
-869
-9% -$187K 0.64% 26
2020
Q3 		$1.99M Buy
9,464
+1,901
+25% +$399K 0.76% 26
2020
Q2 		$1.54M Buy
7,563
+2
+0% +$363 0.68% 27
2020
Q1 		$1.19M Buy
7,561
+2
+0% +$329 0.62% 30
2019
Q4 		$1.19M Buy
7,559
+2
+0% +$294 0.5% 34
2019
Q3 		$1.05M Buy
7,557
+18
+0.2% +$2.48K 0.45% 34
2019
Q2 		$1.01M Buy
7,539
+172
+2% +$21.8K 0.46% 31
2019
Q1 		$869K Buy
7,367
+453
+7% +$49.4K 0.41% 32
2018
Q4 		$702K Sell
6,914
-448
-6% -$48K 0.46% 25
2018
Q3 		$842K Buy
7,362
+2
+0% +$217 0.44% 20
2018
Q2 		$726K Buy
7,360
+2
+0% +$194 0.4% 19
2018
Q1 		$671K Buy
7,358
+2
+0% +$183 0.38% 17
2017
Q4 		$629K Sell
7,356
-6
-0.1% -$492 0.37% 18
2017
Q3 		$562K Buy
7,362
+223
+3% +$16.3K 0.3% 19
2017
Q2 		$492K Buy
7,139
+3
+0% +$206 0.28% 19
2017
Q1 		$470K Buy
7,136
+3
+0% +$192 0.25% 23
2016
Q4 		$443K Buy
7,133
+12
+0.2% +$722 0.27% 23
2016
Q3 		$410K Buy
7,121
+3
+0% +$169 0.25% 23
2016
Q2 		$364K Buy
7,118
+4
+0.1% +$208 0.23% 25
2016
Q1 		$393K Buy
7,114
+4
+0.1% +$210 0.29% 25
2015
Q4 		$394K Buy
7,110
+3
+0% +$158 0.27% 27
2015
Q3 		$309K Buy
7,107
+4
+0.1% +$180 0.24% 29
2015
Q2 		$314K Sell
7,103
-141
-2% -$6.43K 0.24% 20
2015
Q1 		$295K Buy
+7,244
New +$315K 0.19% 31

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sharkey, Howes & Javer's MSFT Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $19.4K and bringing the position to 4,461 shares worth $1.66M. The position accounts for 0.2% of the portfolio, ranked #61.

Sharkey, Howes & Javer first reported a position in MSFT in Q1 2015 and has held it in 46 quarters since. The position peaked at $3.27M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sharkey, Howes & Javer held 4,461 shares of Microsoft worth $1.66M as of Q2 2026.
  • Sharkey, Howes & Javer bought 48 Microsoft shares in Q2 2026, an estimated $19.4K.
  • Microsoft made up 0.2% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #61 holding.
  • Sharkey, Howes & Javer first reported a position in Microsoft in Q1 2015 and has held it in 46 quarters since.
  • Sharkey, Howes & Javer's Microsoft position peaked at $3.27M in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.