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5T Wealth’s Microsoft MSFT Stock Holding History

5T 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 		$636K Sell
1,705
-272
-14% -$110K 0.24% 86
2026
Q1 		$732K Buy
1,977
+630
+47% +$264K 0.29% 80
2025
Q4 		$651K Buy
1,347
+20
+2% +$10K 0.26% 75
2025
Q3 		$687K Sell
1,327
-31
-2% -$15.8K 0.3% 71
2025
Q2 		$675K Buy
1,358
+154
+13% +$66.9K 0.32% 67
2025
Q1 		$452K Buy
1,204
+173
+17% +$70.5K 0.24% 76
2024
Q4 		$435K Buy
+1,031
New +$439K 0.24% 76

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

5T Wealth's MSFT Position: Q2 2026 in Review

5T Wealth reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $110K and leaving 1,705 shares worth $636K. The position accounts for 0.24% of the portfolio, ranked #86.

5T Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $732K in Q1 2026. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • 5T Wealth held 1,705 shares of Microsoft worth $636K as of Q2 2026.
  • 5T Wealth sold 272 Microsoft shares in Q2 2026, an estimated $110K.
  • Microsoft made up 0.24% of 5T Wealth's portfolio in Q2 2026, its #86 holding.
  • 5T Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 5T Wealth's Microsoft position peaked at $732K in Q1 2026.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.