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44 Wealth Management’s Microsoft MSFT Stock Holding History

44 Wealth Management’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 		$17.1M Buy
45,814
+5,395
+13% +$2.18M 5.66% 1
2026
Q1 		$15M Buy
40,419
+1,580
+4% +$661K 5.23% 2
2025
Q4 		$18.8M Buy
38,839
+27
+0.1% +$13.5K 6.3% 2
2025
Q3 		$20.1M Sell
38,812
-838
-2% -$427K 6.82% 2
2025
Q2 		$19.7M Buy
39,650
+933
+2% +$405K 6.98% 2
2025
Q1 		$14.5M Buy
38,717
+1,892
+5% +$771K 5.46% 2
2024
Q4 		$15.5M Buy
36,825
+614
+2% +$262K 5.97% 2
2024
Q3 		$15.4M Buy
+36,211
New +$15.5M 5.41% 2
2023
Q2 		$12.4M Sell
36,369
-1,011
-3% -$317K 4.23% 2
2023
Q1 		$10.8M Buy
37,380
+484
+1% +$123K 3.65% 2
2022
Q4 		$8.85M Buy
36,896
+914
+3% +$219K 3.06% 3
2022
Q3 		$8.38M Buy
35,982
+278
+0.8% +$73.4K 3.45% 3
2022
Q2 		$9.17M Buy
35,704
+57
+0.2% +$15.5K 3.55% 2
2022
Q1 		$11M Buy
35,647
+700
+2% +$211K 3.96% 2
2021
Q4 		$11.8M Sell
34,947
-301
-0.9% -$97.6K 4.08% 2
2021
Q3 		$9.94M Sell
35,248
-717
-2% -$209K 3.8% 2
2021
Q2 		$9.74M Buy
35,965
+187
+0.5% +$47.5K 3.75% 2
2021
Q1 		$8.44M Buy
35,778
+1,088
+3% +$252K 3.53% 3
2020
Q4 		$7.72M Buy
+34,690
New +$7.46M 3.51% 3

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

44 Wealth Management's MSFT Position: Q2 2026 in Review

44 Wealth Management increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $2.18M and bringing the position to 45,814 shares worth $17.1M. The position accounts for 5.66% of the portfolio, ranked #1.

44 Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 19 quarters since. The position peaked at $20.1M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • 44 Wealth Management held 45,814 shares of Microsoft worth $17.1M as of Q2 2026.
  • 44 Wealth Management bought 5,395 Microsoft shares in Q2 2026, an estimated $2.18M.
  • Microsoft made up 5.66% of 44 Wealth Management's portfolio in Q2 2026, its #1 holding.
  • 44 Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 19 quarters since.
  • 44 Wealth Management's Microsoft position peaked at $20.1M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.