Smith Asset Management’s Microsoft MSFT Stock Holding History

Smith Asset Management’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	$1.89M	Buy	5,066 +2,366	+88%	+$957K	1.49%	27
2026 Q1	$999K	Buy	2,700 +1,834	+212%	+$767K	0.86%	37
2025 Q4	$419K	Buy	+866	New	+$434K	0.35%	54

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Smith Asset Management's MSFT Position: Q2 2026 in Review

Smith Asset Management increased its Microsoft (MSFT) stake by 88% in Q2 2026, buying an estimated $957K and bringing the position to 5,066 shares worth $1.89M. The position accounts for 1.49% of the portfolio, ranked #27.

Smith Asset Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Smith Asset Management held 5,066 shares of Microsoft worth $1.89M as of Q2 2026.
Smith Asset Management bought 2,366 Microsoft shares in Q2 2026, an estimated $957K.
Microsoft made up 1.49% of Smith Asset Management's portfolio in Q2 2026, its #27 holding.
Smith Asset Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.