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
2025 Q3	–	Sell	-400	Closed	-$199K	–	411
2025 Q2	$199K	Buy	400 +100	+33%	+$43.4K	0.02%	355
2025 Q1	$113K	Buy	+300	New	+$122K	0.01%	350

Other funds holding MSFT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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. 6,264 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.
6,264 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.