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Arkfeld Wealth Strategies’s Microsoft MSFT Stock Holding History

Arkfeld Wealth Strategies’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 		$8.09M Buy
20,928
+172
+0.8% +$69.6K 2.42% 10
2026
Q1 		$8.54M Buy
20,756
+731
+4% +$306K 2.7% 10
2025
Q4 		$9.68M Buy
20,025
+89
+0.4% +$44.6K 3.33% 8
2025
Q3 		$10.3M Sell
19,936
-87
-0.4% -$44.4K 3.76% 7
2025
Q2 		$9.97M Sell
20,023
-12
-0.1% -$5.21K 3.94% 7
2025
Q1 		$7.82M Buy
20,035
+124
+0.6% +$50.6K 3.39% 8
2024
Q4 		$8.31M Buy
19,911
+95
+0.5% +$40.5K 3.81% 7
2024
Q3 		$8.24M Buy
19,816
+802
+4% +$343K 3.99% 6
2024
Q2 		$8.87M Buy
19,014
+945
+5% +$399K 4.5% 5
2024
Q1 		$7.65M Buy
18,069
+2,705
+18% +$1.1M 4.19% 6
2023
Q4 		$5.77M Buy
15,364
+589
+4% +$210K 3.79% 7
2023
Q3 		$4.85M Hold
14,775
– – 3.5% 8
2023
Q2 		$4.98M Buy
14,775
+151
+1% +$47.3K 3.62% 7
2023
Q1 		$4.14M Buy
14,624
+357
+3% +$91.1K 2.95% 10
2022
Q4 		$3.27M Sell
14,267
-819
-5% -$197K 2.15% 17
2022
Q3 		$3.45M Buy
15,086
+153
+1% +$40.4K 2.39% 15
2022
Q2 		$4M Sell
14,933
-507
-3% -$138K 2.62% 12
2022
Q1 		$4.36M Sell
15,440
-397
-3% -$119K 2.81% 12
2021
Q4 		$4.83M Buy
15,837
+27
+0.2% +$8.75K 2.91% 12
2021
Q3 		$4.66M Sell
15,810
-501
-3% -$146K 2.8% 11
2021
Q2 		$4.61M Sell
16,311
-153
-0.9% -$38.9K 2.8% 11
2021
Q1 		$4.21M Sell
16,464
-120
-0.7% -$27.8K 2.69% 14
2020
Q4 		$3.61M Sell
16,584
-1,104
-6% -$237K 2.78% 12
2020
Q3 		$3.65M Sell
17,688
-127
-0.7% -$26.7K 3.45% 8
2020
Q2 		$3.63M Sell
17,815
-86
-0.5% -$15.6K 4.05% 8
2020
Q1 		$2.82M Sell
17,901
-4,812
-21% -$791K 3.78% 8
2019
Q4 		$3.16M Buy
+22,713
New +$3.34M 3.6% 10

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

Arkfeld Wealth Strategies's MSFT Position: Q2 2026 in Review

Arkfeld Wealth Strategies increased its Microsoft (MSFT) stake by 0.83% in Q2 2026, buying an estimated $69.6K and bringing the position to 20,928 shares worth $8.09M. The position accounts for 2.42% of the portfolio, ranked #10.

Arkfeld Wealth Strategies first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.3M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Arkfeld Wealth Strategies held 20,928 shares of Microsoft worth $8.09M as of Q2 2026.
  • Arkfeld Wealth Strategies bought 172 Microsoft shares in Q2 2026, an estimated $69.6K.
  • Microsoft made up 2.42% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #10 holding.
  • Arkfeld Wealth Strategies first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Arkfeld Wealth Strategies's Microsoft position peaked at $10.3M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.