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Stonebridge Financial Group (Pennsylvania)’s Microsoft MSFT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$12.9M Buy
34,688
+424
+1% +$172K 0.98% 28
2026
Q1 		$12.7M Buy
34,264
+3,502
+11% +$1.47M 1.04% 30
2025
Q4 		$14.9M Sell
30,762
-807
-3% -$404K 1.27% 22
2025
Q3 		$16.4M Buy
31,569
+2,146
+7% +$1.09M 1.44% 16
2025
Q2 		$14.6M Sell
29,423
-762
-3% -$331K 1.42% 18
2025
Q1 		$11.3M Sell
30,185
-683
-2% -$278K 1.21% 23
2024
Q4 		$13M Buy
+30,868
New +$13.1M 1.43% 18

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s MSFT Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $172K and bringing the position to 34,688 shares worth $12.9M. The position accounts for 0.98% of the portfolio, ranked #28.

Stonebridge Financial Group (Pennsylvania) first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.4M in Q3 2025. 5,366 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 34,688 shares of Microsoft worth $12.9M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 424 Microsoft shares in Q2 2026, an estimated $172K.
  • Microsoft made up 0.98% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #28 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Microsoft position peaked at $16.4M in Q3 2025.
  • 5,366 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.