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Spectrum Financial Alliance’s Microsoft MSFT Stock Holding History

Spectrum Financial Alliance’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 		$346K Buy
929
+136
+17% +$55K 0.05% 23
2026
Q1 		$293K Buy
793
+21
+3% +$8.79K 0.06% 22
2025
Q4 		$374K Buy
772
+29
+4% +$14.5K 0.07% 20
2025
Q3 		$385K Buy
743
+33
+5% +$16.8K 0.09% 17
2025
Q2 		$370K Hold
710
– – 0.1% 17
2025
Q1 		$267K Hold
710
– – 0.09% 16
2024
Q4 		$299K Hold
710
– – 0.1% 15
2024
Q3 		$306K Buy
710
+125
+21% +$53.4K 0.11% 13
2024
Q2 		$261K Buy
585
+48
+9% +$20.3K 0.09% 14
2024
Q1 		$226K Hold
537
– – 0.09% 14
2023
Q4 		$202K Sell
537
-90
-14% -$32K 0.08% 14
2023
Q3 		$205K Buy
+627
New +$207K 0.1% 14
2023
Q1 		– Sell
-908
Closed -$218K – 14
2022
Q4 		$218K Buy
+908
New +$218K 0.11% 11
2022
Q2 		$233K Buy
+908
New +$246K 0.14% 10
2021
Q2 		$260K Buy
960
+5
+0.5% +$1.27K 0.12% 12
2021
Q1 		$225K Hold
955
– – 0.11% 11
2020
Q4 		$212K Sell
955
-403
-30% -$86.7K 0.12% 14
2020
Q3 		$286K Hold
1,358
– – 0.2% 14
2020
Q2 		$276K Buy
1,358
+3
+0.2% +$545 0.21% 14
2020
Q1 		$213K Hold
1,355
– – 0.19% 12
2019
Q4 		$214K Buy
+1,355
New +$199K 0.12% 12
2019
Q3 		– Sell
-1,501
Closed -$201K – 14
2019
Q2 		$201K Buy
+1,501
New +$191K 0.13% 13
2019
Q1 		– Sell
-1,617
Closed -$164K – 70
2018
Q4 		$164K Hold
1,617
– – 0.12% 16
2018
Q3 		$184K Hold
1,617
– – 0.11% 15
2018
Q2 		$159K Hold
1,617
– – 0.11% 15
2018
Q1 		$147K Buy
+1,617
New +$148K 0.1% 14

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

Spectrum Financial Alliance's MSFT Position: Q2 2026 in Review

Spectrum Financial Alliance increased its Microsoft (MSFT) stake by 17% in Q2 2026, buying an estimated $55K and bringing the position to 929 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #23.

Spectrum Financial Alliance first reported a position in MSFT in Q1 2018 and has held it in 26 quarters since. The position peaked at $385K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Spectrum Financial Alliance held 929 shares of Microsoft worth $346K as of Q2 2026.
  • Spectrum Financial Alliance bought 136 Microsoft shares in Q2 2026, an estimated $55K.
  • Microsoft made up 0.05% of Spectrum Financial Alliance's portfolio in Q2 2026, its #23 holding.
  • Spectrum Financial Alliance first reported a position in Microsoft in Q1 2018 and has held it in 26 quarters since.
  • Spectrum Financial Alliance's Microsoft position peaked at $385K in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Spectrum Financial Alliance's 13F filing for Q2 2026, filed 22 Jul 2026.