AWM
MSFT icon

Axxcess Wealth Management’s Microsoft MSFT Stock Holding History

Axxcess 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 		$93.4M Buy
251,579
+16,191
+7% +$6.55M 1.49% 8
2026
Q1 		$86.2M Sell
235,388
-7,070
-3% -$2.96M 2.76% 6
2025
Q4 		$116M Buy
242,458
+30,833
+15% +$15.5M 2.01% 4
2025
Q3 		$109M Buy
211,625
+3,410
+2% +$1.74M 2.31% 4
2025
Q2 		$103M Buy
208,215
+4,352
+2% +$1.89M 2.41% 4
2025
Q1 		$76.5M Buy
203,863
+3,532
+2% +$1.44M 2.03% 5
2024
Q4 		$84.4M Buy
200,331
+7,332
+4% +$3.12M 2.03% 5
2024
Q3 		$83M Sell
192,999
-7,592
-4% -$3.25M 2.04% 6
2024
Q2 		$89.7M Buy
200,591
+6,207
+3% +$2.62M 2.37% 5
2024
Q1 		$81.8M Buy
194,384
+8,742
+5% +$3.54M 2.24% 6
2023
Q4 		$69.8M Buy
185,642
+36,883
+25% +$13.1M 2.03% 6
2023
Q3 		$47M Buy
148,759
+56,789
+62% +$18.8M 1.6% 10
2023
Q2 		$31.3M Sell
91,970
-8,358
-8% -$2.62M 2.27% 5
2023
Q1 		$28.9M Buy
100,328
+2,240
+2% +$571K 2.19% 4
2022
Q4 		$23.5M Buy
98,088
+10,293
+12% +$2.47M 1.94% 7
2022
Q3 		$20.4M Buy
87,795
+2,155
+3% +$569K 1.94% 7
2022
Q2 		$22M Buy
85,640
+4,887
+6% +$1.33M 2.02% 8
2022
Q1 		$24.9M Buy
80,753
+3,457
+4% +$1.04M 1.95% 6
2021
Q4 		$26M Buy
+77,296
New +$25.1M 1.9% 6

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

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

Axxcess Wealth Management increased its Microsoft (MSFT) stake by 6.9% in Q2 2026, buying an estimated $6.55M and bringing the position to 251,579 shares worth $93.4M. The position accounts for 1.49% of the portfolio, ranked #8.

Axxcess Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $116M in Q4 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Axxcess Wealth Management held 251,579 shares of Microsoft worth $93.4M as of Q2 2026.
  • Axxcess Wealth Management bought 16,191 Microsoft shares in Q2 2026, an estimated $6.55M.
  • Microsoft made up 1.49% of Axxcess Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Axxcess Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Microsoft position peaked at $116M in Q4 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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