Stonebridge Financial Group, LLC/CA’s Microsoft MSFT Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$4.28M	Buy	+11,483	New	+$4.65M	0.59%	40

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's MSFT Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Microsoft (MSFT) in Q2 2026: 11,483 shares worth $4.28M. The stake represents 0.59% of the portfolio and ranks #40 among its holdings.

5,337 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 11,483 shares of Microsoft worth $4.28M as of Q2 2026.
Microsoft was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Microsoft made up 0.59% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #40 holding.
5,337 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.