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Stolz & Associates’s Microsoft MSFT Stock Holding History

Stolz & Associates’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 		$687K Buy
1,841
+207
+13% +$83.8K 0.43% 17
2026
Q1 		$687K Sell
1,634
-3,474
-68% -$1.45M 0.48% 17
2025
Q4 		$2.47M Buy
+5,108
New +$2.56M 1.91% 10

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 $3.38T AUM 44.17% 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

Stolz & Associates's MSFT Position: Q2 2026 in Review

Stolz & Associates increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $83.8K and bringing the position to 1,841 shares worth $687K. The position accounts for 0.43% of the portfolio, ranked #17.

Stolz & Associates first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.47M in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Stolz & Associates held 1,841 shares of Microsoft worth $687K as of Q2 2026.
  • Stolz & Associates bought 207 Microsoft shares in Q2 2026, an estimated $83.8K.
  • Microsoft made up 0.43% of Stolz & Associates's portfolio in Q2 2026, its #17 holding.
  • Stolz & Associates first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Stolz & Associates's Microsoft position peaked at $2.47M in Q4 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.