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Aspen Wealth Strategies’s Microsoft MSFT Stock Holding History

Aspen 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 		$2.54M Buy
6,811
+299
+5% +$121K 1.23% 21
2026
Q1 		$2.41M Buy
6,512
+180
+3% +$75.3K 1.29% 18
2025
Q4 		$3.06M Sell
6,332
-3
-0% -$1.5K 1.68% 14
2025
Q3 		$3.28M Buy
6,335
+40
+0.6% +$20.4K 1.82% 13
2025
Q2 		$3.13M Sell
6,295
-621
-9% -$270K 1.89% 12
2025
Q1 		$2.6M Sell
6,916
-188
-3% -$76.6K 1.7% 12
2024
Q4 		$2.99M Buy
7,104
+46
+0.7% +$19.6K 1.92% 10
2024
Q3 		$3.04M Buy
7,058
+76
+1% +$32.5K 1.96% 10
2024
Q2 		$3.1M Sell
6,982
-237
-3% -$100K 2.15% 10
2024
Q1 		$3.04M Sell
7,219
-724
-9% -$293K 2.1% 10
2023
Q4 		$2.99M Sell
7,943
-14
-0.2% -$4.98K 2.17% 10
2023
Q3 		$2.51M Buy
7,957
+7
+0.1% +$2.31K 1.96% 11
2023
Q2 		$2.71M Sell
7,950
-967
-11% -$303K 2.06% 11
2023
Q1 		$2.57M Sell
8,917
-348
-4% -$88.8K 1.99% 11
2022
Q4 		$2.22M Buy
+9,265
New +$2.22M 1.78% 11

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

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

Aspen Wealth Strategies increased its Microsoft (MSFT) stake by 4.6% in Q2 2026, buying an estimated $121K and bringing the position to 6,811 shares worth $2.54M. The position accounts for 1.23% of the portfolio, ranked #21.

Aspen Wealth Strategies first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.28M in Q3 2025. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aspen Wealth Strategies held 6,811 shares of Microsoft worth $2.54M as of Q2 2026.
  • Aspen Wealth Strategies bought 299 Microsoft shares in Q2 2026, an estimated $121K.
  • Microsoft made up 1.23% of Aspen Wealth Strategies's portfolio in Q2 2026, its #21 holding.
  • Aspen Wealth Strategies first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Aspen Wealth Strategies's Microsoft position peaked at $3.28M in Q3 2025.
  • 6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.