Silver Oak Securities
MSFT icon

Silver Oak Securities’s Microsoft MSFT Stock Holding History

Silver Oak Securities’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
Q3 		$159K Buy
+300
New +$139K 0.01% 799

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Silver Oak Securities's MSFT Position: Q3 2026 in Review

Silver Oak Securities increased its Microsoft (MSFT) stake by 1.8% in Q3 2026, buying an estimated $236K and bringing the position to 29,508 shares worth $15.7M. The position accounts for 1.16% of the portfolio, ranked #9.

Silver Oak Securities first reported a position in MSFT in Q1 2022 and has held it in 19 quarters since. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Silver Oak Securities held 29,508 shares of Microsoft worth $15.7M as of Q3 2026.
  • Silver Oak Securities bought 511 Microsoft shares in Q3 2026, an estimated $236K.
  • Microsoft made up 1.16% of Silver Oak Securities's portfolio in Q3 2026, its #9 holding.
  • Silver Oak Securities first reported a position in Microsoft in Q1 2022 and has held it in 19 quarters since.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.