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Washington Trust Advisors’s Microsoft MSFT Stock Holding History

Washington Trust 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 		$19.4M Buy
51,895
+526
+1% +$213K 1.44% 17
2026
Q1 		$19M Buy
51,369
+4,642
+10% +$1.94M 1.54% 19
2025
Q4 		$22.6M Sell
46,727
-358
-0.8% -$179K 1.73% 17
2025
Q3 		$24.4M Sell
47,085
-886
-2% -$452K 1.86% 17
2025
Q2 		$23.9M Buy
47,971
+511
+1% +$222K 1.94% 15
2025
Q1 		$17.8M Buy
47,460
+20,730
+78% +$8.45M 1.58% 23
2024
Q4 		$11.3M Buy
26,730
+599
+2% +$255K 0.94% 29
2024
Q3 		$11.2M Buy
26,131
+1,623
+7% +$694K 0.97% 30
2024
Q2 		$11M Buy
24,508
+361
+1% +$152K 1.01% 27
2024
Q1 		$10.2M Sell
24,147
-281
-1% -$114K 0.93% 32
2023
Q4 		$9.19M Sell
24,428
-251
-1% -$89.3K 0.88% 34
2023
Q3 		$7.79M Sell
24,679
-100
-0.4% -$33K 0.8% 38
2023
Q2 		$8.44M Sell
24,779
-659
-3% -$207K 0.82% 36
2023
Q1 		$7.33M Buy
25,438
+137
+0.5% +$34.9K 0.75% 40
2022
Q4 		$6.07M Sell
25,301
-6,539
-21% -$1.57M 0.66% 43
2022
Q3 		$7.42M Sell
31,840
-1,322
-4% -$349K 0.69% 43
2022
Q2 		$8.52M Sell
33,162
-5,502
-14% -$1.49M 0.75% 41
2022
Q1 		$11.9M Buy
38,664
+1,257
+3% +$378K 0.85% 40
2021
Q4 		$12.6M Buy
+37,407
New +$12.1M 0.85% 38

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

Washington Trust Advisors's MSFT Position: Q2 2026 in Review

Washington Trust Advisors increased its Microsoft (MSFT) stake by 1% in Q2 2026, buying an estimated $213K and bringing the position to 51,895 shares worth $19.4M. The position accounts for 1.44% of the portfolio, ranked #17.

Washington Trust Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.4M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Washington Trust Advisors held 51,895 shares of Microsoft worth $19.4M as of Q2 2026.
  • Washington Trust Advisors bought 526 Microsoft shares in Q2 2026, an estimated $213K.
  • Microsoft made up 1.44% of Washington Trust Advisors's portfolio in Q2 2026, its #17 holding.
  • Washington Trust Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Microsoft position peaked at $24.4M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.