Spartan Wealth Advisory Services LLC
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Spartan Wealth Advisory Services LLC’s Microsoft MSFT Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$54.6M Buy
106,506
+8,029
+8% +$3.71M 4.38% 4
2026
Q2 		$36.7M Buy
98,477
+911
+0.9% +$369K 3.01% 5
2026
Q1 		$36.1M Buy
+97,566
New +$40.8M 3.15% 6

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's MSFT Position: Q3 2026 in Review

Spartan Wealth Advisory Services LLC increased its Microsoft (MSFT) stake by 8.2% in Q3 2026, buying an estimated $3.71M and bringing the position to 106,506 shares worth $54.6M. The position accounts for 4.38% of the portfolio, ranked #4.

Spartan Wealth Advisory Services LLC first reported a position in MSFT in Q1 2026 and has held it in 3 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Spartan Wealth Advisory Services LLC held 106,506 shares of Microsoft worth $54.6M as of Q3 2026.
  • Spartan Wealth Advisory Services LLC bought 8,029 Microsoft shares in Q3 2026, an estimated $3.71M.
  • Microsoft made up 4.38% of Spartan Wealth Advisory Services LLC's portfolio in Q3 2026, its #4 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Microsoft in Q1 2026 and has held it in 3 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q3 2026, filed 12 Nov 2026.