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Smart Money Group’s Microsoft MSFT Stock Holding History

Smart Money 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
2026
Q2 		$2.33M Buy
6,235
+147
+2% +$59.5K 0.6% 18
2026
Q1 		$2.25M Buy
6,088
+145
+2% +$60.7K 0.66% 17
2025
Q4 		$2.87M Buy
5,943
+7
+0.1% +$3.51K 0.84% 14
2025
Q3 		$3.07M Buy
5,936
+125
+2% +$63.8K 0.91% 12
2025
Q2 		$2.89M Buy
5,811
+377
+7% +$164K 0.91% 11
2025
Q1 		$2.04M Buy
5,434
+981
+22% +$400K 0.69% 14
2024
Q4 		$1.88M Buy
4,453
+139
+3% +$59.2K 0.65% 35
2024
Q3 		$1.75M Buy
4,314
+609
+16% +$260K 0.63% 36
2024
Q2 		$1.55M Buy
3,705
+120
+3% +$50.7K 0.55% 35
2024
Q1 		$1.4M Buy
3,585
+599
+20% +$242K 0.54% 36
2023
Q4 		$1.12M Buy
2,986
+353
+13% +$126K 0.49% 35
2023
Q3 		$831K Buy
2,633
+220
+9% +$72.7K 0.39% 39
2023
Q2 		$822K Buy
2,413
+121
+5% +$37.9K 0.39% 36
2023
Q1 		$704K Buy
2,292
+59
+3% +$15.1K 0.35% 31
2022
Q4 		$536K Buy
2,233
+40
+2% +$9.6K 0.28% 33
2022
Q3 		$511K Buy
2,193
+104
+5% +$27.5K 0.35% 29
2022
Q2 		$536K Sell
2,089
-45
-2% -$12.2K 0.37% 35
2022
Q1 		$658K Buy
2,134
+86
+4% +$25.9K 0.44% 36
2021
Q4 		$689K Buy
2,048
+213
+12% +$69.1K 0.44% 41
2021
Q3 		$517K Buy
1,835
+63
+4% +$18.3K 0.38% 41
2021
Q2 		$361K Sell
1,772
-26
-1% -$6.61K 0.41% 32
2021
Q1 		$424K Buy
1,798
+41
+2% +$9.51K 0.35% 44
2020
Q4 		$391K Sell
1,757
-550
-24% -$118K 0.33% 40
2020
Q3 		$485K Buy
2,307
+509
+28% +$107K 0.21% 68
2020
Q2 		$366K Sell
1,798
-46
-2% -$8.35K 0.22% 63
2020
Q1 		$291K Buy
1,844
+171
+10% +$28.1K 0.2% 67
2019
Q4 		$264K Buy
+1,673
New +$246K 0.15% 72

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

Smart Money Group's MSFT Position: Q2 2026 in Review

Smart Money Group increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $59.5K and bringing the position to 6,235 shares worth $2.33M. The position accounts for 0.6% of the portfolio, ranked #18.

Smart Money Group first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.07M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Smart Money Group held 6,235 shares of Microsoft worth $2.33M as of Q2 2026.
  • Smart Money Group bought 147 Microsoft shares in Q2 2026, an estimated $59.5K.
  • Microsoft made up 0.6% of Smart Money Group's portfolio in Q2 2026, its #18 holding.
  • Smart Money Group first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Smart Money Group's Microsoft position peaked at $3.07M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.