49 Wealth Management’s Microsoft MSFT Stock Holding History

49 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	$3.55M	Sell	9,511 -5,180	-35%	-$2.1M	0.68%	37
2026 Q1	$5.44M	Buy	14,691 +95	+0.7%	+$39.8K	0.41%	25
2025 Q4	$7.06M	Buy	14,596 +6,672	+84%	+$3.34M	0.57%	23
2025 Q3	$4.1M	Buy	7,924 +72	+0.9%	+$36.7K	0.39%	29
2025 Q2	$3.91M	Sell	7,852 -632	-7%	-$274K	0.42%	28
2025 Q1	$3.18M	Sell	8,484 -244	-3%	-$99.5K	0.38%	33
2024 Q4	$3.68M	Sell	8,728 -317	-4%	-$135K	0.52%	28
2024 Q3	$3.89M	Buy	9,045 +1,629	+22%	+$696K	0.63%	26
2024 Q2	$3.39M	Buy	7,416 +1,851	+33%	+$782K	0.67%	34
2024 Q1	$2.36M	Buy	5,565 +795	+17%	+$322K	0.51%	27
2023 Q4	$1.79M	Buy	+4,770	New	+$1.7M	0.46%	29

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 $3.37T AUM 44.26% 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

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

49 Wealth Management reduced its Microsoft (MSFT) stake by 35% in Q2 2026, selling an estimated $2.1M and leaving 9,511 shares worth $3.55M. The position accounts for 0.68% of the portfolio, ranked #37.

49 Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.06M in Q4 2025. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

49 Wealth Management held 9,511 shares of Microsoft worth $3.55M as of Q2 2026.
49 Wealth Management sold 5,180 Microsoft shares in Q2 2026, an estimated $2.1M.
Microsoft made up 0.68% of 49 Wealth Management's portfolio in Q2 2026, its #37 holding.
49 Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
49 Wealth Management's Microsoft position peaked at $7.06M in Q4 2025.
6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.