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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
Q3 		$909K Buy
1,773
+844
+91% +$390K 0.13% 21
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Spectrum Financial Alliance's MSFT Position: Q3 2026 in Review

Spectrum Financial Alliance increased its Microsoft (MSFT) stake by 91% in Q3 2026, buying an estimated $390K and bringing the position to 1,773 shares worth $909K. The position accounts for 0.13% of the portfolio, ranked #21.

Spectrum Financial Alliance first reported a position in MSFT in Q1 2018 and has held it in 27 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Spectrum Financial Alliance held 1,773 shares of Microsoft worth $909K as of Q3 2026.
  • Spectrum Financial Alliance bought 844 Microsoft shares in Q3 2026, an estimated $390K.
  • Microsoft made up 0.13% of Spectrum Financial Alliance's portfolio in Q3 2026, its #21 holding.
  • Spectrum Financial Alliance first reported a position in Microsoft in Q1 2018 and has held it in 27 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Spectrum Financial Alliance's 13F filing for Q3 2026, filed 29 Oct 2026.