SWP Financial’s Microsoft MSFT Stock Holding History

SWP Financial’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	$384K	Buy	1,030 +258	+33%	+$104K	0.18%	54
2026 Q1	$286K	Sell	772 -20	-3%	-$8.37K	0.15%	57
2025 Q4	$383K	Buy	792 +19	+2%	+$9.52K	0.19%	49
2025 Q3	$400K	Hold	773	–	–	0.2%	49
2025 Q2	$385K	Hold	773	–	–	0.21%	50
2025 Q1	$290K	Sell	773 -52	-6%	-$21.2K	0.18%	52
2024 Q4	$348K	Hold	825	–	–	0.21%	48
2024 Q3	$355K	Buy	825 +43	+5%	+$18.4K	0.22%	34
2024 Q2	$350K	Sell	782 -18	-2%	-$7.6K	0.23%	34
2024 Q1	$337K	Buy	800 +16	+2%	+$6.48K	0.24%	33
2023 Q4	$295K	Buy	+784	New	+$279K	0.23%	32

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SWP Financial's MSFT Position: Q2 2026 in Review

SWP Financial increased its Microsoft (MSFT) stake by 33% in Q2 2026, buying an estimated $104K and bringing the position to 1,030 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #54.

SWP Financial first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $400K in Q3 2025. 2,431 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

SWP Financial held 1,030 shares of Microsoft worth $384K as of Q2 2026.
SWP Financial bought 258 Microsoft shares in Q2 2026, an estimated $104K.
Microsoft made up 0.18% of SWP Financial's portfolio in Q2 2026, its #54 holding.
SWP Financial first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
SWP Financial's Microsoft position peaked at $400K in Q3 2025.
2,431 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.