SMI Advisory Services’s Microsoft MSFT Stock Holding History

SMI Advisory Services’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	$265K	Buy	+495	New	+$229K	0.04%	54
2026 Q1	–	Sell	-480	Closed	-$229K	–	63
2025 Q4	$229K	Hold	480	–	–	0.04%	54
2025 Q3	$248K	Buy	+480	New	+$245K	0.05%	49
2022 Q1	–	Sell	-616	Closed	-$207K	–	38
2021 Q4	$207K	Buy	+616	New	+$200K	0.08%	33

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

SMI Advisory Services's MSFT Position: Q3 2026 in Review

SMI Advisory Services opened a new position in Microsoft (MSFT) in Q3 2026: 495 shares worth $265K. The stake represents 0.04% of the portfolio and ranks #54 among its holdings. This is a return to the name: SMI Advisory Services previously reported a position in MSFT as recently as Q4 2025.

SMI Advisory Services first reported a position in MSFT in Q4 2021 and has held it in 4 quarters since. 3,252 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

SMI Advisory Services held 495 shares of Microsoft worth $265K as of Q3 2026.
Microsoft was a new SMI Advisory Services position in Q3 2026.
Microsoft made up 0.04% of SMI Advisory Services's portfolio in Q3 2026, its #54 holding.
SMI Advisory Services first reported a position in Microsoft in Q4 2021 and has held it in 4 quarters since.
3,252 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.