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William Mack & Associates’s Microsoft MSFT Stock Holding History

William Mack & Associates’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 		$4.29M Buy
11,511
+2,130
+23% +$862K 1.51% 9
2026
Q1 		$3.47M Sell
9,381
-753
-7% -$315K 1.99% 9
2025
Q4 		$4.9M Sell
10,134
-1,012
-9% -$507K 2.31% 9
2025
Q3 		$5.77M Sell
11,146
-40
-0.4% -$20.4K 3.11% 8
2025
Q2 		$5.56M Buy
11,186
+5,859
+110% +$2.54M 3.54% 8
2025
Q1 		$2M Sell
5,327
-232
-4% -$94.6K 1.71% 10
2024
Q4 		$2.34M Buy
+5,559
New +$2.37M 2.45% 9

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

William Mack & Associates's MSFT Position: Q2 2026 in Review

William Mack & Associates increased its Microsoft (MSFT) stake by 23% in Q2 2026, buying an estimated $862K and bringing the position to 11,511 shares worth $4.29M. The position accounts for 1.51% of the portfolio, ranked #9.

William Mack & Associates first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.77M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • William Mack & Associates held 11,511 shares of Microsoft worth $4.29M as of Q2 2026.
  • William Mack & Associates bought 2,130 Microsoft shares in Q2 2026, an estimated $862K.
  • Microsoft made up 1.51% of William Mack & Associates's portfolio in Q2 2026, its #9 holding.
  • William Mack & Associates first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • William Mack & Associates's Microsoft position peaked at $5.77M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.