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1776 Wealth’s Microsoft MSFT Stock Holding History

1776 Wealth’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 		$7.14M Buy
19,140
+414
+2% +$168K 2.52% 8
2026
Q1 		$6.93M Buy
18,726
+99
+0.5% +$41.4K 2.73% 8
2025
Q4 		$9.01M Buy
18,627
+171
+0.9% +$85.7K 3.39% 7
2025
Q3 		$9.56M Sell
18,456
-1,303
-7% -$665K 3.68% 6
2025
Q2 		$9.83M Buy
19,759
+399
+2% +$173K 4.05% 5
2025
Q1 		$7.27M Buy
19,360
+49
+0.3% +$20K 3.34% 6
2024
Q4 		$8.14M Buy
19,311
+318
+2% +$135K 3.74% 6
2024
Q3 		$8.17M Sell
18,993
-1,193
-6% -$510K 3.66% 5
2024
Q2 		$9.02M Buy
20,186
+291
+1% +$123K 4.06% 5
2024
Q1 		$8.37M Buy
19,895
+46
+0.2% +$18.6K 3.96% 5
2023
Q4 		$7.46M Buy
19,849
+1,879
+10% +$669K 3.7% 5
2023
Q3 		$5.67M Buy
17,970
+908
+5% +$300K 3% 6
2023
Q2 		$5.81M Buy
17,062
+2,299
+16% +$721K 3.06% 6
2023
Q1 		$4.26M Buy
14,763
+2,796
+23% +$713K 2.56% 6
2022
Q4 		$2.87M Buy
11,967
+361
+3% +$86.6K 2.06% 8
2022
Q3 		$2.7M Buy
11,606
+40
+0.3% +$10.6K 2.05% 8
2022
Q2 		$2.97M Buy
11,566
+175
+2% +$47.5K 2.08% 8
2022
Q1 		$3.51M Buy
11,391
+1,783
+19% +$536K 2.03% 9
2021
Q4 		$3.23M Buy
9,608
+352
+4% +$114K 1.74% 11
2021
Q3 		$2.61M Sell
9,256
-1,652
-15% -$481K 1.49% 12
2021
Q2 		$2.96M Buy
10,908
+18
+0.2% +$4.58K 1.67% 10
2021
Q1 		$2.51M Sell
10,890
-1,106
-9% -$257K 1.58% 12
2020
Q4 		$2.67M Buy
11,996
+130
+1% +$28K 1.67% 10
2020
Q3 		$2.5M Sell
11,866
-450
-4% -$94.5K 1.81% 9
2020
Q2 		$2.5M Buy
12,316
+118
+1% +$21.4K 1.72% 10
2020
Q1 		$1.92M Buy
12,198
+1,838
+18% +$302K 1.61% 11
2019
Q4 		$1.68M Buy
+10,360
New +$1.52M 1.43% 12

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

1776 Wealth's MSFT Position: Q2 2026 in Review

1776 Wealth increased its Microsoft (MSFT) stake by 2.2% in Q2 2026, buying an estimated $168K and bringing the position to 19,140 shares worth $7.14M. The position accounts for 2.52% of the portfolio, ranked #8.

1776 Wealth first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.83M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • 1776 Wealth held 19,140 shares of Microsoft worth $7.14M as of Q2 2026.
  • 1776 Wealth bought 414 Microsoft shares in Q2 2026, an estimated $168K.
  • Microsoft made up 2.52% of 1776 Wealth's portfolio in Q2 2026, its #8 holding.
  • 1776 Wealth first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • 1776 Wealth's Microsoft position peaked at $9.83M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.