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Walkner Condon Financial Advisors’s Microsoft MSFT Stock Holding History

Walkner Condon Financial Advisors’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 		$7.48M Sell
20,060
-75
-0.4% -$30.3K 0.86% 27
2026
Q1 		$7.45M Sell
20,135
-364
-2% -$152K 0.98% 23
2025
Q4 		$9.91M Buy
20,499
+884
+5% +$443K 1.38% 18
2025
Q3 		$10.2M Buy
19,615
+477
+2% +$243K 1.61% 16
2025
Q2 		$9.52M Buy
19,138
+410
+2% +$178K 1.75% 14
2025
Q1 		$7.03M Buy
18,728
+302
+2% +$123K 1.42% 15
2024
Q4 		$7.77M Sell
18,426
-175
-0.9% -$74.5K 1.58% 13
2024
Q3 		$8M Buy
18,601
+866
+5% +$370K 1.63% 12
2024
Q2 		$7.92M Sell
17,735
-181
-1% -$76.4K 1.71% 12
2024
Q1 		$7.54M Buy
17,916
+990
+6% +$401K 1.6% 12
2023
Q4 		$6.36M Buy
16,926
+1,744
+11% +$621K 1.45% 17
2023
Q3 		$4.79M Buy
15,182
+144
+1% +$47.6K 1.27% 22
2023
Q2 		$5.12M Buy
15,038
+573
+4% +$180K 1.36% 20
2023
Q1 		$4.17M Buy
14,465
+250
+2% +$63.8K 1.17% 24
2022
Q4 		$3.41M Buy
14,215
+302
+2% +$72.5K 1.02% 27
2022
Q3 		$3.24M Sell
13,913
-91
-0.6% -$24K 1.04% 26
2022
Q2 		$3.6M Buy
14,004
+1,015
+8% +$275K 1.13% 23
2022
Q1 		$4.01M Buy
12,989
+1,456
+13% +$438K 1.14% 24
2021
Q4 		$3.88M Sell
11,533
-893
-7% -$290K 2.52% 9
2021
Q3 		$3.5M Buy
12,426
+208
+2% +$60.5K 1.72% 18
2021
Q2 		$3.31M Sell
12,218
-8
-0.1% -$2.03K 1.21% 23
2021
Q1 		$2.88M Buy
12,226
+305
+3% +$70.8K 1.12% 24
2020
Q4 		$2.65M Buy
11,921
+4
+0% +$860 1.14% 23
2020
Q3 		$2.51M Buy
+11,917
New +$2.5M 1.34% 17

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Walkner Condon Financial Advisors's MSFT Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Microsoft (MSFT) stake by 0.37% in Q2 2026, selling an estimated $30.3K and leaving 20,060 shares worth $7.48M. The position accounts for 0.86% of the portfolio, ranked #27.

Walkner Condon Financial Advisors first reported a position in MSFT in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.2M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Walkner Condon Financial Advisors held 20,060 shares of Microsoft worth $7.48M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 75 Microsoft shares in Q2 2026, an estimated $30.3K.
  • Microsoft made up 0.86% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Walkner Condon Financial Advisors first reported a position in Microsoft in Q3 2020 and has held it in 24 quarters since.
  • Walkner Condon Financial Advisors's Microsoft position peaked at $10.2M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.