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Smith Thornton Advisors’s Microsoft MSFT Stock Holding History

Smith Thornton Advisors’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 		$3.75M Buy
9,587
+1,119
+13% +$453K 1.65% 20
2026
Q1 		$3.13M Buy
8,468
+1,507
+22% +$631K 1.58% 19
2025
Q4 		$3.37M Buy
6,961
+79
+1% +$39.6K 1.71% 18
2025
Q3 		$3.56M Buy
6,882
+122
+2% +$62.2K 1.87% 15
2025
Q2 		$3.36M Buy
6,760
+51
+0.8% +$22.1K 1.93% 16
2025
Q1 		$2.52M Buy
6,709
+65
+1% +$26.5K 1.57% 18
2024
Q4 		$2.8M Buy
6,644
+443
+7% +$189K 1.77% 14
2024
Q3 		$2.67M Buy
6,201
+10
+0.2% +$4.28K 1.75% 16
2024
Q2 		$2.77M Buy
+6,191
New +$2.61M 2.04% 12

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Smith Thornton Advisors's MSFT Position: Q2 2026 in Review

Smith Thornton Advisors increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $453K and bringing the position to 9,587 shares worth $3.75M. The position accounts for 1.65% of the portfolio, ranked #20.

Smith Thornton Advisors first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Smith Thornton Advisors held 9,587 shares of Microsoft worth $3.75M as of Q2 2026.
  • Smith Thornton Advisors bought 1,119 Microsoft shares in Q2 2026, an estimated $453K.
  • Microsoft made up 1.65% of Smith Thornton Advisors's portfolio in Q2 2026, its #20 holding.
  • Smith Thornton Advisors first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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