Able Wealth Management’s Microsoft MSFT Stock Holding History

Able 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	$1.47M	Buy	4,041 +531	+15%	+$215K	0.34%	54
2026 Q1	$1.28M	Buy	3,510 +611	+21%	+$256K	0.34%	51
2025 Q4	$1.38M	Buy	2,899 +49	+2%	+$24.6K	0.44%	42
2025 Q3	$1.48M	Buy	2,850 +225	+9%	+$115K	0.55%	42
2025 Q2	$1.31M	Buy	2,625 +275	+12%	+$119K	0.66%	37
2025 Q1	$882K	Buy	2,350 +87	+4%	+$35.5K	0.52%	45
2024 Q4	$954K	Buy	2,263 +156	+7%	+$66.4K	0.63%	42
2024 Q3	$907K	Sell	2,107 -20	-0.9%	-$8.55K	0.69%	34
2024 Q2	$951K	Sell	2,127 -241	-10%	-$102K	0.78%	33
2024 Q1	$996K	Buy	2,368 +77	+3%	+$31.2K	0.87%	24
2023 Q4	$862K	Buy	+2,291	New	+$815K	0.78%	26

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

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

Able Wealth Management increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $215K and bringing the position to 4,041 shares worth $1.47M. The position accounts for 0.34% of the portfolio, ranked #54.

Able Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2025. 6,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Able Wealth Management held 4,041 shares of Microsoft worth $1.47M as of Q2 2026.
Able Wealth Management bought 531 Microsoft shares in Q2 2026, an estimated $215K.
Microsoft made up 0.34% of Able Wealth Management's portfolio in Q2 2026, its #54 holding.
Able Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's Microsoft position peaked at $1.48M in Q3 2025.
6,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.