SPG Advisors’s Microsoft MSFT Stock Holding History

SPG 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	–	Sell	-3,823	Closed	-$1.19M	–	12
2026 Q1	$1.19M	Sell	3,823 -18	-0.5%	-$7.53K	18.13%	2
2025 Q4	$1.86M	Sell	3,841 -17	-0.4%	-$8.52K	19.1%	2
2025 Q3	$2M	Buy	3,858 +6	+0.2%	+$3.06K	22.99%	2
2025 Q2	$1.92M	Buy	+3,852	New	+$1.67M	22.96%	2

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SPG Advisors's MSFT Position: Q2 2026 in Review

SPG Advisors sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 3,823 shares — an estimated $1.19M sold.

SPG Advisors first reported a position in MSFT in Q2 2025 and held it in 4 quarters. The position peaked at $2M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

SPG Advisors reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
SPG Advisors sold 3,823 Microsoft shares in Q2 2026, an estimated $1.19M.
SPG Advisors first reported a position in Microsoft in Q2 2025 and held it in 4 quarters.
SPG Advisors's Microsoft position peaked at $2M in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SPG Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.