SP
MSFT icon

SmartHarvest Portfolios’s Microsoft MSFT Stock Holding History

SmartHarvest Portfolios’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 		$7.89M Sell
21,156
-18
-0.1% -$7.28K 2.55% 5
2026
Q1 		$7.84M Sell
21,174
-8,138
-28% -$3.41M 3.27% 3
2025
Q4 		$14.2M Buy
+29,312
New +$14.7M 4.93% 3

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

SmartHarvest Portfolios's MSFT Position: Q2 2026 in Review

SmartHarvest Portfolios reduced its Microsoft (MSFT) stake by 0.09% in Q2 2026, selling an estimated $7.28K and leaving 21,156 shares worth $7.89M. The position accounts for 2.55% of the portfolio, ranked #5.

SmartHarvest Portfolios first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.2M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • SmartHarvest Portfolios held 21,156 shares of Microsoft worth $7.89M as of Q2 2026.
  • SmartHarvest Portfolios sold 18 Microsoft shares in Q2 2026, an estimated $7.28K.
  • Microsoft made up 2.55% of SmartHarvest Portfolios's portfolio in Q2 2026, its #5 holding.
  • SmartHarvest Portfolios first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • SmartHarvest Portfolios's Microsoft position peaked at $14.2M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.