Westco Advisory Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.94M Sell
13,231
-1,344
-9% -$544K 2.98% 7
2026
Q1
$5.4M Sell
14,575
-58
-0.4% -$24.3K 3.47% 6
2025
Q4
$7.08M Buy
+14,633
New +$7.33M 4.35% 5

Other funds holding MSFT

Westco Advisory Services's MSFT Position: Q2 2026 in Review

Westco Advisory Services reduced its Microsoft (MSFT) stake by 9.2% in Q2 2026, selling an estimated $544K and leaving 13,231 shares worth $4.94M. The position accounts for 2.98% of the portfolio, ranked #7.

Westco Advisory Services first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.08M in Q4 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Westco Advisory Services held 13,231 shares of Microsoft worth $4.94M as of Q2 2026.
  • Westco Advisory Services sold 1,344 Microsoft shares in Q2 2026, an estimated $544K.
  • Microsoft made up 2.98% of Westco Advisory Services's portfolio in Q2 2026, its #7 holding.
  • Westco Advisory Services first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Westco Advisory Services's Microsoft position peaked at $7.08M in Q4 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.