Wilkerson Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Wilkerson Advisory Group's MSFT Position: Q2 2026 in Review
Wilkerson Advisory Group increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $25.9K and bringing the position to 5,129 shares worth $1.91M. The position accounts for 0.59% of the portfolio, ranked #29.
Wilkerson Advisory Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.99M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Wilkerson Advisory Group held 5,129 shares of Microsoft worth $1.91M as of Q2 2026.
- Wilkerson Advisory Group bought 64 Microsoft shares in Q2 2026, an estimated $25.9K.
- Microsoft made up 0.59% of Wilkerson Advisory Group's portfolio in Q2 2026, its #29 holding.
- Wilkerson Advisory Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
- Wilkerson Advisory Group's Microsoft position peaked at $2.99M in Q4 2025.
- 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.