AWM
MSFT icon

Abound Wealth Management’s Microsoft MSFT Stock Holding History

Abound 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 		$4.38M Buy
11,734
+3,334
+40% +$1.35M 0.87% 21
2026
Q1 		$3.11M Buy
8,400
+783
+10% +$328K 0.71% 23
2025
Q4 		$3.68M Buy
7,617
+1,467
+24% +$735K 0.86% 22
2025
Q3 		$3.19M Buy
6,150
+128
+2% +$65.3K 0.8% 23
2025
Q2 		$3M Buy
6,022
+391
+7% +$170K 0.85% 22
2025
Q1 		$2.11M Sell
5,631
-13
-0.2% -$5.3K 0.71% 21
2024
Q4 		$2.38M Buy
5,644
+16
+0.3% +$6.82K 0.76% 20
2024
Q3 		$2.42M Sell
5,628
-20
-0.4% -$8.55K 0.8% 18
2024
Q2 		$2.52M Buy
5,648
+35
+0.6% +$14.8K 0.93% 18
2024
Q1 		$2.36M Buy
5,613
+14
+0.3% +$5.67K 0.9% 17
2023
Q4 		$2.11M Sell
5,599
-79
-1% -$28.1K 0.84% 16
2023
Q3 		$1.79M Buy
5,678
+295
+5% +$97.5K 0.76% 18
2023
Q2 		$1.83M Buy
5,383
+421
+8% +$132K 0.77% 18
2023
Q1 		$1.43M Buy
4,962
+391
+9% +$99.7K 0.64% 22
2022
Q4 		$1.1M Buy
4,571
+189
+4% +$45.4K 0.54% 23
2022
Q3 		$1.02M Buy
4,382
+579
+15% +$153K 0.55% 23
2022
Q2 		$977K Sell
3,803
-41
-1% -$11.1K 0.54% 25
2022
Q1 		$1.19M Buy
3,844
+294
+8% +$88.5K 0.85% 20
2021
Q4 		$1.19M Buy
+3,550
New +$1.15M 0.94% 17

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Abound Wealth Management increased its Microsoft (MSFT) stake by 40% in Q2 2026, buying an estimated $1.35M and bringing the position to 11,734 shares worth $4.38M. The position accounts for 0.87% of the portfolio, ranked #21.

Abound Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. 1,291 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Abound Wealth Management held 11,734 shares of Microsoft worth $4.38M as of Q2 2026.
  • Abound Wealth Management bought 3,334 Microsoft shares in Q2 2026, an estimated $1.35M.
  • Microsoft made up 0.87% of Abound Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Abound Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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