Winthrop Advisory Group LLC Raises Stock Position in Microsoft Corporation $MSFT

Posted by Stanley Muller on Sep 11th, 2026

Winthrop Advisory Group LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 4.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 42,521 shares of the software giant’s stock after purchasing an additional 1,684 shares during the period. Microsoft accounts for about 1.1% of Winthrop Advisory Group LLC’s investment portfolio, making the stock its 13th biggest holding. Winthrop Advisory Group LLC’s holdings in Microsoft were worth $15,861,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently modified their holdings of the stock. AAF Wealth Management LLC boosted its position in Microsoft by 1.3% during the 2nd quarter. AAF Wealth Management LLC now owns 3,776 shares of the software giant’s stock valued at $1,409,000 after acquiring an additional 48 shares in the last quarter. Cary Street Partners Investment Advisory LLC lifted its stake in shares of Microsoft by 10.3% in the 2nd quarter. Cary Street Partners Investment Advisory LLC now owns 26,972 shares of the software giant’s stock valued at $10,061,000 after purchasing an additional 2,528 shares during the period. Archford Capital Strategies LLC boosted its position in shares of Microsoft by 2.4% during the second quarter. Archford Capital Strategies LLC now owns 68,089 shares of the software giant’s stock valued at $25,398,000 after purchasing an additional 1,566 shares in the last quarter. OFI Invest Asset Management boosted its position in shares of Microsoft by 61.3% during the second quarter. OFI Invest Asset Management now owns 1,614,553 shares of the software giant’s stock valued at $602,261,000 after purchasing an additional 613,484 shares in the last quarter. Finally, Manchester Financial Inc. grew its stake in Microsoft by 0.3% in the second quarter. Manchester Financial Inc. now owns 12,143 shares of the software giant’s stock worth $4,530,000 after purchasing an additional 36 shares during the period. Institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 101,335 shares of company stock worth $50,655,795. Corporate insiders own 0.03% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft reportedly plans to expand data-center capacity to approximately 38 gigawatts by 2032—more than triple its current footprint. The scale of the investment underscores management’s confidence in long-term Azure and AI demand, although the spending commitment also increases financial risk. Microsoft plans 38 gigawatts of data center capacity by 2032
Positive Sentiment: Microsoft expanded its partnership with Talkdesk, allowing customers to buy contact-center AI software with existing Azure commitments through the Azure Marketplace. The arrangement could increase Azure consumption and make enterprise AI adoption easier. Talkdesk and Microsoft expand partnership
Positive Sentiment: TrueFoundry’s AI Gateway is now available in the Microsoft Marketplace, adding another enterprise AI workload to Azure’s commercial ecosystem. Microsoft is also promoting enforceable privacy controls for schools using AI, which may support adoption in sensitive education markets. TrueFoundry AI Gateway availability
Neutral Sentiment: Analysts and bullish commentary continue to point to Azure’s more-than-$100 billion annual revenue, rising Copilot adoption and Microsoft’s strong profitability as reasons the stock could outperform. However, the shares remain valued near 28 times earnings, leaving less room for disappointment. Microsoft bull case
Negative Sentiment: Investors remain concerned that the AI infrastructure buildup will pressure free cash flow and returns on capital. A separate analysis downgraded Microsoft, arguing that the company’s capital-expenditure rotation does not support an optimistic outlook. Microsoft capital expenditure downgrade
Negative Sentiment: Higher Treasury yields are weighing on expensive technology stocks, while Dynamics 365 Activate faces questions about slowing growth and softer bookings despite its effort to win Salesforce migrations. Microsoft also disclosed a record Patch Tuesday involving 974 vulnerabilities, including two exploited Windows zero-days, highlighting ongoing security and reputational risks. Microsoft Patch Tuesday vulnerabilities

Microsoft Price Performance

MSFT opened at $492.44 on Friday. The stock has a 50-day moving average price of $453.75 and a 200-day moving average price of $418.62. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The firm has a market cap of $3.66 trillion, a PE ratio of 27.42, a P/E/G ratio of 1.58 and a beta of 1.11. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft’s revenue for the quarter was up 17.7% on a year-over-year basis. During the same period in the prior year, the firm posted $3.65 EPS. Sell-side analysts predict that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Analysts Set New Price Targets

MSFT has been the topic of a number of research reports. Weiss Ratings upgraded shares of Microsoft from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, August 27th. Benchmark reiterated a “buy” rating on shares of Microsoft in a research note on Friday, July 24th. Scotiabank reissued an “outperform” rating and set a $510.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Barclays dropped their price objective on shares of Microsoft from $545.00 to $512.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Finally, Bank of America upped their price objective on shares of Microsoft from $500.00 to $600.00 and gave the stock a “buy” rating in a report on Tuesday, September 1st. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $564.27.

Check Out Our Latest Analysis on MSFT

Microsoft Company Profile

(Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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