Angeles Wealth Management
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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
Q3 		$51.8M Sell
101,025
-2,031
-2% -$939K 2.28% 11
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Angeles Wealth Management reduced its Microsoft (MSFT) stake by 2% in Q3 2026, selling an estimated $939K and leaving 101,025 shares worth $51.8M. The position accounts for 2.28% of the portfolio, ranked #11.

Angeles Wealth Management first reported a position in MSFT in Q1 2022 and has held it in 19 quarters since. 2,762 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Angeles Wealth Management held 101,025 shares of Microsoft worth $51.8M as of Q3 2026.
  • Angeles Wealth Management sold 2,031 Microsoft shares in Q3 2026, an estimated $939K.
  • Microsoft made up 2.28% of Angeles Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Angeles Wealth Management first reported a position in Microsoft in Q1 2022 and has held it in 19 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.