BEACON HILL WEALTH MANAGEMENT LTD.’s Microsoft MSFT Stock Holding History

BEACON HILL WEALTH MANAGEMENT LTD.’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	$343K	Buy	+920	New	+$372K	0.24%	22

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BEACON HILL WEALTH MANAGEMENT LTD.'s MSFT Position: Q2 2026 in Review

BEACON HILL WEALTH MANAGEMENT LTD. opened a new position in Microsoft (MSFT) in Q2 2026: 920 shares worth $343K. The stake represents 0.24% of the portfolio and ranks #22 among its holdings.

5,156 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

BEACON HILL WEALTH MANAGEMENT LTD. held 920 shares of Microsoft worth $343K as of Q2 2026.
Microsoft was a new BEACON HILL WEALTH MANAGEMENT LTD. position in Q2 2026.
Microsoft made up 0.24% of BEACON HILL WEALTH MANAGEMENT LTD.'s portfolio in Q2 2026, its #22 holding.
5,156 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BEACON HILL WEALTH MANAGEMENT LTD.'s 13F filing for Q2 2026, filed 11 Aug 2026.