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Angeles Wealth Management’s Microsoft MSFT Stock Holding History

Angeles 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 		$38.4M Buy
103,056
+5,991
+6% +$2.42M 1.76% 12
2026
Q1 		$35.9M Sell
97,065
-1,107
-1% -$463K 1.95% 12
2025
Q4 		$47.5M Buy
98,172
+9,044
+10% +$4.53M 2.62% 10
2025
Q3 		$46.2M Buy
89,128
+4,207
+5% +$2.15M 2.83% 10
2025
Q2 		$42.2M Buy
84,921
+7,412
+10% +$3.22M 2.9% 10
2025
Q1 		$29.1M Sell
77,509
-601
-0.8% -$245K 2.42% 11
2024
Q4 		$32.9M Buy
78,110
+1,532
+2% +$653K 2.71% 8
2024
Q3 		$33M Buy
76,578
+715
+0.9% +$306K 2.84% 8
2024
Q2 		$33.9M Buy
75,863
+4,485
+6% +$1.89M 3.18% 8
2024
Q1 		$30M Buy
71,378
+4,237
+6% +$1.72M 3% 8
2023
Q4 		$25.2M Buy
67,141
+599
+0.9% +$213K 3.08% 8
2023
Q3 		$21M Buy
66,542
+1,325
+2% +$438K 2.97% 8
2023
Q2 		$22.2M Buy
65,217
+12,307
+23% +$3.86M 3.03% 9
2023
Q1 		$15.3M Sell
52,910
-1,434
-3% -$366K 2.27% 15
2022
Q4 		$13M Sell
54,344
-1,442
-3% -$346K 2.28% 14
2022
Q3 		$13M Sell
55,786
-29
-0.1% -$7.66K 2.57% 10
2022
Q2 		$14.3M Sell
55,815
-1,621
-3% -$440K 2.86% 11
2022
Q1 		$17.7M Buy
+57,436
New +$17.3M 3.35% 8

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Angeles Wealth Management increased its Microsoft (MSFT) stake by 6.2% in Q2 2026, buying an estimated $2.42M and bringing the position to 103,056 shares worth $38.4M. The position accounts for 1.76% of the portfolio, ranked #12.

Angeles Wealth Management first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $47.5M in Q4 2025. 6,189 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Angeles Wealth Management held 103,056 shares of Microsoft worth $38.4M as of Q2 2026.
  • Angeles Wealth Management bought 5,991 Microsoft shares in Q2 2026, an estimated $2.42M.
  • Microsoft made up 1.76% of Angeles Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Angeles Wealth Management first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
  • Angeles Wealth Management's Microsoft position peaked at $47.5M in Q4 2025.
  • 6,189 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.