Accurate Wealth Management
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Accurate Wealth Management’s Microsoft MSFT Stock Holding History

Accurate 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
Q3 		$25.5M Buy
46,864
+3,234
+7% +$1.5M 2.2% 6
2026
Q2 		$16.8M Buy
43,630
+2,388
+6% +$966K 1.6% 7
2026
Q1 		$15.3M Buy
41,242
+4,066
+11% +$1.7M 1.84% 5
2025
Q4 		$17.8M Buy
37,176
+4,956
+15% +$2.48M 2.26% 6
2025
Q3 		$16.5M Sell
32,220
-612
-2% -$312K 2.2% 6
2025
Q2 		$16.5M Buy
32,832
+7,278
+28% +$3.16M 2.52% 5
2025
Q1 		$9.9M Buy
25,554
+1,087
+4% +$443K 1.89% 7
2024
Q4 		$10.3M Buy
24,467
+1,269
+5% +$541K 1.97% 7
2024
Q3 		$9.7M Buy
23,198
+1,686
+8% +$721K 1.95% 5
2024
Q2 		$9.8M Buy
21,512
+2,722
+14% +$1.15M 2.34% 4
2024
Q1 		$7.5M Sell
18,790
-456
-2% -$185K 2.19% 4
2023
Q4 		$7.4M Sell
19,246
-1,613
-8% -$574K 2.3% 5
2023
Q3 		$6.93M Buy
20,859
+4,230
+25% +$1.4M 2.17% 9
2023
Q2 		$5.74M Buy
16,629
+537
+3% +$168K 1.79% 8
2023
Q1 		$4.66M Sell
16,092
-4,315
-21% -$1.1M 1.61% 13
2022
Q4 		$4.67M Sell
20,407
-1,227
-6% -$294K 1.72% 9
2022
Q3 		$5.48M Buy
21,634
+4,971
+30% +$1.31M 2.29% 7
2022
Q2 		$4.41M Sell
16,663
-1,448
-8% -$393K 2.4% 7
2022
Q1 		$5.58M Buy
18,111
+7,397
+69% +$2.23M 2.5% 8
2021
Q4 		$3.9M Buy
10,714
+606
+6% +$196K 3.18% 7
2021
Q3 		$3.4M Sell
10,108
-83
-0.8% -$24.1K 2.96% 7
2021
Q2 		$2.76M Buy
+10,191
New +$2.59M 2.43% 7

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Accurate Wealth Management's MSFT Position: Q3 2026 in Review

Accurate Wealth Management increased its Microsoft (MSFT) stake by 7.4% in Q3 2026, buying an estimated $1.5M and bringing the position to 46,864 shares worth $25.5M. The position accounts for 2.2% of the portfolio, ranked #6.

Accurate Wealth Management first reported a position in MSFT in Q2 2021 and has held it in 22 quarters since. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Accurate Wealth Management held 46,864 shares of Microsoft worth $25.5M as of Q3 2026.
  • Accurate Wealth Management bought 3,234 Microsoft shares in Q3 2026, an estimated $1.5M.
  • Microsoft made up 2.2% of Accurate Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Accurate Wealth Management first reported a position in Microsoft in Q2 2021 and has held it in 22 quarters since.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.