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XML Financial’s Microsoft MSFT Stock Holding History

XML Financial’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 		$21.6M Buy
57,808
+1,710
+3% +$692K 1.57% 11
2026
Q1 		$20.8M Buy
56,098
+894
+2% +$374K 1.68% 11
2025
Q4 		$26.7M Sell
55,204
-5,280
-9% -$2.65M 2.18% 8
2025
Q3 		$31.3M Sell
60,484
-575
-0.9% -$293K 2.55% 5
2025
Q2 		$30.4M Buy
61,059
+32
+0.1% +$13.9K 2.63% 5
2025
Q1 		$22.9M Buy
61,027
+98
+0.2% +$40K 2.14% 7
2024
Q4 		$25.7M Buy
60,929
+1,252
+2% +$533K 2.35% 7
2024
Q3 		$25.7M Sell
59,677
-2,672
-4% -$1.14M 2.38% 7
2024
Q2 		$27.9M Sell
62,349
-3,146
-5% -$1.33M 2.8% 3
2024
Q1 		$27.6M Sell
65,495
-9,648
-13% -$3.91M 2.82% 3
2023
Q4 		$28.3M Buy
75,143
+790
+1% +$281K 2.98% 2
2023
Q3 		$23.5M Sell
74,353
-330
-0.4% -$109K 2.81% 3
2023
Q2 		$25.4M Buy
74,683
+124
+0.2% +$38.9K 2.94% 2
2023
Q1 		$21.5M Sell
74,559
-2,271
-3% -$579K 2.62% 2
2022
Q4 		$18.4M Sell
76,830
-300
-0.4% -$72K 2.31% 4
2022
Q3 		$18M Buy
77,130
+57,561
+294% +$15.2M 2.49% 3
2022
Q2 		$5.03M Sell
19,569
-53,094
-73% -$14.4M 1.14% 25
2022
Q1 		$22.4M Sell
72,663
-2,285
-3% -$687K 2.66% 3
2021
Q4 		$25.2M Sell
74,948
-1,676
-2% -$543K 3.04% 2
2021
Q3 		$21.6M Buy
76,624
+63,002
+463% +$18.3M 2.88% 3
2021
Q2 		$3.69M Buy
13,622
+227
+2% +$57.7K 0.81% 35
2021
Q1 		$3.16M Buy
13,395
+594
+5% +$138K 0.77% 35
2020
Q4 		$2.85M Buy
12,801
+661
+5% +$142K 0.74% 37
2020
Q3 		$2.55M Buy
12,140
+1,000
+9% +$210K 0.8% 31
2020
Q2 		$2.27M Buy
11,140
+23
+0.2% +$4.17K 0.79% 31
2020
Q1 		$1.75M Sell
11,117
-410
-4% -$67.4K 0.76% 36
2019
Q4 		$1.82M Buy
+11,527
New +$1.69M 0.66% 38

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

XML Financial's MSFT Position: Q2 2026 in Review

XML Financial increased its Microsoft (MSFT) stake by 3% in Q2 2026, buying an estimated $692K and bringing the position to 57,808 shares worth $21.6M. The position accounts for 1.57% of the portfolio, ranked #11.

XML Financial first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $31.3M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • XML Financial held 57,808 shares of Microsoft worth $21.6M as of Q2 2026.
  • XML Financial bought 1,710 Microsoft shares in Q2 2026, an estimated $692K.
  • Microsoft made up 1.57% of XML Financial's portfolio in Q2 2026, its #11 holding.
  • XML Financial first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Microsoft position peaked at $31.3M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.