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SWMG LLC’s Microsoft MSFT Stock Holding History

SWMG LLC’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
-2,921
Closed -$1.08M – 121
2026
Q1 		$1.08M Sell
2,921
-230
-7% -$96.2K 0.31% 33
2025
Q4 		$1.26M Sell
3,151
-407
-11% -$204K 0.35% 34
2025
Q3 		$1.85M Buy
3,558
+843
+31% +$430K 0.56% 26
2025
Q2 		$1.39M Sell
2,715
-180
-6% -$78.2K 0.47% 33
2025
Q1 		$1.13M Buy
2,895
+11
+0.4% +$4.49K 0.45% 35
2024
Q4 		$1.29M Sell
2,884
-73
-2% -$31.1K 0.51% 31
2024
Q3 		$1.26M Buy
2,957
+2,444
+476% +$1.04M 0.52% 30
2024
Q2 		$229K Buy
+513
New +$217K 0.1% 89

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SWMG LLC's MSFT Position: Q2 2026 in Review

SWMG LLC sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 2,921 shares — an estimated $1.08M sold.

SWMG LLC first reported a position in MSFT in Q2 2024 and held it in 8 quarters. The position peaked at $1.85M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • SWMG LLC reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • SWMG LLC sold 2,921 Microsoft shares in Q2 2026, an estimated $1.08M.
  • SWMG LLC first reported a position in Microsoft in Q2 2024 and held it in 8 quarters.
  • SWMG LLC's Microsoft position peaked at $1.85M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.