WFS
MSFT icon

Walker Financial Services’s Microsoft MSFT Stock Holding History

Walker Financial Services’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 		$1.45M Sell
3,892
-643
-14% -$260K 0.45% 23
2026
Q1 		$1.68M Sell
4,535
-1,099
-20% -$460K 0.57% 21
2025
Q4 		$2.72M Sell
5,634
-1,352
-19% -$678K 0.99% 21
2025
Q3 		$3.62M Sell
6,986
-768
-10% -$392K 1.41% 16
2025
Q2 		$3.86M Buy
7,754
+84
+1% +$36.5K 1.75% 11
2025
Q1 		$2.88M Sell
7,670
-586
-7% -$239K 1.51% 10
2024
Q4 		$3.48M Sell
8,256
-91
-1% -$38.8K 2.02% 9
2024
Q3 		$3.59M Buy
8,347
+78
+0.9% +$33.3K 2.43% 9
2024
Q2 		$3.7M Sell
8,269
-146
-2% -$61.7K 2.89% 8
2024
Q1 		$3.54M Sell
8,415
-308
-4% -$125K 2.91% 7
2023
Q4 		$3.28M Sell
8,723
-753
-8% -$268K 3.39% 6
2023
Q3 		$2.99M Buy
9,476
+42
+0.4% +$13.9K 2.91% 8
2023
Q2 		$3.21M Buy
9,434
+187
+2% +$58.6K 3.17% 7
2023
Q1 		$2.67M Hold
9,247
– – 2.75% 8
2022
Q4 		$2.67M Sell
9,247
-401
-4% -$96.2K 2.75% 8
2022
Q3 		$2.25M Sell
9,648
-1,277
-12% -$337K 2.1% 9
2022
Q2 		$2.81M Buy
10,925
+45
+0.4% +$12.2K 2.73% 8
2022
Q1 		$3.35M Buy
+10,880
New +$3.27M 3.08% 5

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Walker Financial Services's MSFT Position: Q2 2026 in Review

Walker Financial Services reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $260K and leaving 3,892 shares worth $1.45M. The position accounts for 0.45% of the portfolio, ranked #23.

Walker Financial Services first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.86M in Q2 2025. 2,916 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Walker Financial Services held 3,892 shares of Microsoft worth $1.45M as of Q2 2026.
  • Walker Financial Services sold 643 Microsoft shares in Q2 2026, an estimated $260K.
  • Microsoft made up 0.45% of Walker Financial Services's portfolio in Q2 2026, its #23 holding.
  • Walker Financial Services first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
  • Walker Financial Services's Microsoft position peaked at $3.86M in Q2 2025.
  • 2,916 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.