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West Michigan Advisors’s Microsoft MSFT Stock Holding History

West Michigan 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 		$10M Sell
26,883
-1,445
-5% -$585K 1.91% 6
2026
Q1 		$10.5M Buy
28,328
+3,729
+15% +$1.56M 2.3% 5
2025
Q4 		$11.9M Buy
24,599
+600
+3% +$301K 2.73% 3
2025
Q3 		$12.4M Sell
23,999
-1,230
-5% -$627K 2.99% 3
2025
Q2 		$12.5M Buy
25,229
+5,611
+29% +$2.44M 3.54% 4
2025
Q1 		$7.36M Sell
19,618
-5,630
-22% -$2.3M 2.44% 5
2024
Q4 		$10.6M Sell
25,248
-535
-2% -$228K 3.21% 5
2024
Q3 		$11.1M Buy
25,783
+5,663
+28% +$2.42M 3.35% 3
2024
Q2 		$8.99M Buy
20,120
+578
+3% +$244K 2.86% 4
2024
Q1 		$8.22M Buy
19,542
+801
+4% +$324K 2.67% 5
2023
Q4 		$7.05M Buy
18,741
+390
+2% +$139K 2.67% 7
2023
Q3 		$5.79M Sell
18,351
-41
-0.2% -$13.5K 3.1% 7
2023
Q2 		$6.26M Buy
18,392
+615
+3% +$193K 2.5% 6
2023
Q1 		$5.13M Buy
17,777
+4,212
+31% +$1.07M 2.91% 9
2022
Q4 		$3.25M Buy
13,565
+195
+1% +$46.8K 2.37% 13
2022
Q3 		$3.11M Buy
13,370
+290
+2% +$76.6K 2.71% 8
2022
Q2 		$3.36M Buy
13,080
+600
+5% +$163K 2.88% 7
2022
Q1 		$3.85M Buy
12,480
+937
+8% +$282K 2.6% 10
2021
Q4 		$3.88M Buy
+11,543
New +$3.74M 2.89% 8

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

West Michigan Advisors's MSFT Position: Q2 2026 in Review

West Michigan Advisors reduced its Microsoft (MSFT) stake by 5.1% in Q2 2026, selling an estimated $585K and leaving 26,883 shares worth $10M. The position accounts for 1.91% of the portfolio, ranked #6.

West Michigan Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.5M in Q2 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • West Michigan Advisors held 26,883 shares of Microsoft worth $10M as of Q2 2026.
  • West Michigan Advisors sold 1,445 Microsoft shares in Q2 2026, an estimated $585K.
  • Microsoft made up 1.91% of West Michigan Advisors's portfolio in Q2 2026, its #6 holding.
  • West Michigan Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's Microsoft position peaked at $12.5M in Q2 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.