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Sweeney & Michel’s Microsoft MSFT Stock Holding History

Sweeney & Michel’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 		$7.3M Sell
14,233
-794
-5% -$367K 1.94% 12
2026
Q2 		$7.51M Sell
15,027
-308
-2% -$125K 1.97% 12
2026
Q1 		$5.89M Sell
15,335
-27
-0.2% -$11.3K 1.73% 14
2025
Q4 		$6.21M Buy
15,362
+157
+1% +$78.7K 1.83% 13
2025
Q3 		$7.77M Sell
15,205
-495
-3% -$253K 2.61% 10
2025
Q2 		$7.9M Sell
15,700
-225
-1% -$97.7K 2.81% 10
2025
Q1 		$5.65M Buy
+15,925
New +$6.49M 2.47% 10
2024
Q3 		$6.69M Buy
15,990
+29
+0.2% +$12.4K 2.64% 9
2024
Q2 		$7.33M Sell
15,961
-39
-0.2% -$16.5K 3.13% 9
2024
Q1 		$6.67M Buy
+16,000
New +$6.48M 2.95% 9
2023
Q3 		$5.88M Buy
16,185
+160
+1% +$52.9K 3.08% 9
2023
Q2 		$5.22M Buy
16,025
+127
+0.8% +$39.8K 2.69% 10
2023
Q1 		$5.3M Buy
+15,898
New +$4.06M 2.83% 9

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Sweeney & Michel's MSFT Position: Q3 2026 in Review

Sweeney & Michel reduced its Microsoft (MSFT) stake by 5.3% in Q3 2026, selling an estimated $367K and leaving 14,233 shares worth $7.3M. The position accounts for 1.94% of the portfolio, ranked #12.

Sweeney & Michel first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.9M in Q2 2025. 1,157 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sweeney & Michel held 14,233 shares of Microsoft worth $7.3M as of Q3 2026.
  • Sweeney & Michel sold 794 Microsoft shares in Q3 2026, an estimated $367K.
  • Microsoft made up 1.94% of Sweeney & Michel's portfolio in Q3 2026, its #12 holding.
  • Sweeney & Michel first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • Sweeney & Michel's Microsoft position peaked at $7.9M in Q2 2025.
  • 1,157 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.