Tilson Financial Group’s Microsoft MSFT Stock Holding History

Tilson Financial Group’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	$1.03M	Sell	2,750 -60	-2%	-$24.3K	0.28%	37
2026 Q1	$1.04M	Buy	2,810 +3	+0.1%	+$1.25K	0.31%	37
2025 Q4	$1.36M	Sell	2,807 -3	-0.1%	-$1.5K	0.42%	32
2025 Q3	$1.46M	Buy	2,810 +243	+9%	+$124K	0.48%	31
2025 Q2	$1.28M	Buy	2,567 +195	+8%	+$84.7K	0.48%	29
2025 Q1	$890K	Buy	2,372 +238	+11%	+$97K	0.35%	33
2024 Q4	$899K	Sell	2,134 -28	-1%	-$11.9K	0.37%	34
2024 Q3	$930K	Buy	+2,162	New	+$924K	0.4%	33
2024 Q2	–	Sell	-2,159	Closed	-$909K	–	55
2024 Q1	$909K	Sell	2,159 -25	-1%	-$10.1K	0.49%	33
2023 Q4	$821K	Buy	2,184 +4	+0.2%	+$1.42K	0.53%	32
2023 Q3	$688K	Buy	+2,180	New	+$720K	0.54%	33
2023 Q2	–	Sell	-2,498	Closed	-$720K	–	45
2023 Q1	$720K	Buy	2,498 +6	+0.2%	+$1.53K	0.59%	32
2022 Q4	$598K	Buy	+2,492	New	+$598K	0.51%	36

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tilson Financial Group's MSFT Position: Q2 2026 in Review

Tilson Financial Group reduced its Microsoft (MSFT) stake by 2.1% in Q2 2026, selling an estimated $24.3K and leaving 2,750 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #37.

Tilson Financial Group first reported a position in MSFT in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.46M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Tilson Financial Group held 2,750 shares of Microsoft worth $1.03M as of Q2 2026.
Tilson Financial Group sold 60 Microsoft shares in Q2 2026, an estimated $24.3K.
Microsoft made up 0.28% of Tilson Financial Group's portfolio in Q2 2026, its #37 holding.
Tilson Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 13 quarters since.
Tilson Financial Group's Microsoft position peaked at $1.46M in Q3 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.