Aegis Wealth Management (Maryland)’s Microsoft MSFT Stock Holding History

Aegis Wealth Management (Maryland)’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	$1.28M	Buy	+3,422	New	+$1.38M	0.6%	45

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

Aegis Wealth Management (Maryland)'s MSFT Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) opened a new position in Microsoft (MSFT) in Q2 2026: 3,422 shares worth $1.28M. The stake represents 0.6% of the portfolio and ranks #45 among its holdings.

6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Aegis Wealth Management (Maryland) held 3,422 shares of Microsoft worth $1.28M as of Q2 2026.
Microsoft was a new Aegis Wealth Management (Maryland) position in Q2 2026.
Microsoft made up 0.6% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #45 holding.
6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.