Pinnacle Wealth Management Advisory Group 13F: Adds $1.4M to MSFT Stake
Key Points
- Pinnacle Wealth Management Advisory Group increased its Microsoft Corporation holdings by 3.1% to 91,389 shares worth about $46.9 million according to an SEC filing on October 23, 2026.
- Microsoft Corporation reported trailing twelve month revenue of $331.8 billion alongside a strong net profit margin of 40.3%.
- The software maker trades with a dividend yield of 0.75% and an annual rate of $3.92 per share.
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Pinnacle Wealth Management Advisory Group boosted its stake in Microsoft Corporation MSFT by 2,752 shares during the third quarter, bringing its total investment to 91,389 shares. The firm disclosed the purchase in a Form 13F filing with the Securities and Exchange Commission on October 23, 2026. The added shares brought the total value of the holding to roughly $46.9 million at the close of the period.
MSFT
Microsoft Corporation
What Changed in Pinnacle Wealth Management Advisory Group's Microsoft Corporation Position
The fund lifted its stake by 3.1% during the quarter, moving from 88,377 shares up to the 91,389-share total. This change reflects a continuation of institutional interest in the technology giant during the period.
Other Institutional Activity in Microsoft Corporation
Other institutional investors also adjusted their positions in the software maker. HB Wealth Management grew its holdings by 56,226 shares, ending with 609,049 shares worth about $312.4 million. BSN Capital Partners bought a new stake of 816,767 shares valued at roughly $405.2 million. Wilmington Savings Fund Society reduced its stake by 6,047 shares, ending with 262,866 shares worth about $134.8 million. NTV Asset Management added 2,634 shares, lifting its total stake to 57,407 shares valued at about $29.4 million. Simplicity Wealth, LLC grew its holdings by 7,515 shares, ending with 93,276 shares valued at about $47.8 million.
Microsoft Corporation Stock Down 1.6%
Microsoft Corporation shares traded at $524.51 on the filing date, sitting well above their 50-day moving average of $507.88 and their 200-day moving average of $436.31. The stock trades below its 52-week high of $553.72 while remaining well above its 52-week low of $349.20.
Recent Earnings
Microsoft Corporation reported trailing twelve month revenue of $331.8 billion with an EPS of $17.95.
Dividend
Microsoft Corporation pays an annual dividend rate of $3.92 per share, which translates to a dividend yield of 0.75%. The company maintains a dividend payout ratio of 19.8%.
Insider Buying and Selling at Microsoft Corporation
Company insiders executed several transactions prior to the filing. Officer Judson Althoff sold 10,000 shares on August 5, 2026, while CEO Satya Nadella and CFO Amy E. Hood also completed stock sales during the months leading up to the report.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing, with UBS, StoneX, Bernstein, BMO Capital, and Guggenheim maintaining positive ratings alongside higher price targets.
About Microsoft Corporation
Microsoft Corporation develops and supports a broad portfolio of software, hardware, and cloud solutions for individual consumers and enterprise clients worldwide. Its offerings include operating systems, server applications, developer tools, and gaming consoles.
Bottom Line
Investors will look to Microsoft Corporation as it prepares for its next earnings release on October 28, 2026, to gauge ongoing growth across its cloud and software segments.
Related Filing Alerts
Source: Pinnacle Wealth Management Advisory Group's 13F filing on $MSFT (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts