Alchemi Wealth’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.69M Sell
12,564
-264
-2% -$107K 2.2% 8
2026
Q1
$4.75M Sell
12,828
-106
-0.8% -$44.4K 2.64% 5
2025
Q4
$6.26M Buy
+12,934
New +$6.48M 3.42% 3

Other funds holding MSFT

Alchemi Wealth's MSFT Position: Q2 2026 in Review

Alchemi Wealth reduced its Microsoft (MSFT) stake by 2.1% in Q2 2026, selling an estimated $107K and leaving 12,564 shares worth $4.69M. The position accounts for 2.2% of the portfolio, ranked #8.

Alchemi Wealth first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.26M in Q4 2025. 6,206 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Alchemi Wealth held 12,564 shares of Microsoft worth $4.69M as of Q2 2026.
  • Alchemi Wealth sold 264 Microsoft shares in Q2 2026, an estimated $107K.
  • Microsoft made up 2.2% of Alchemi Wealth's portfolio in Q2 2026, its #8 holding.
  • Alchemi Wealth first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Alchemi Wealth's Microsoft position peaked at $6.26M in Q4 2025.
  • 6,206 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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