Badgley Phelps Wealth Managers’s Microsoft MSFT Stock Holding History

Badgley Phelps Wealth Managers’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	$241M	Buy	647,049 +3,693	+0.6%	+$1.49M	4.23%	3
2026 Q1	$238M	Sell	643,356 -42,776	-6%	-$17.9M	4.74%	1
2025 Q4	$332M	Buy	686,132 +77,104	+13%	+$38.6M	6.08%	1
2025 Q3	$315M	Sell	609,028 -42,479	-7%	-$21.7M	6.64%	1
2025 Q2	$324M	Buy	651,507 +6,270	+1%	+$2.72M	7.18%	1
2025 Q1	$242M	Buy	645,237 +20,398	+3%	+$8.32M	5.85%	1
2024 Q4	$263M	Sell	624,839 -10,314	-2%	-$4.39M	6.15%	1
2024 Q3	$273M	Buy	635,153 +2,436	+0.4%	+$1.04M	6.35%	1
2024 Q2	$283M	Sell	632,717 -1,948	-0.3%	-$823K	7%	1
2024 Q1	$267M	Sell	634,665 -2,411	-0.4%	-$976K	6.68%	1
2023 Q4	$240M	Buy	637,076 +146,650	+30%	+$52.2M	6.53%	1
2023 Q3	$155M	Buy	490,426 +2,221	+0.5%	+$734K	5.27%	1
2023 Q2	$166M	Buy	488,205 +53,686	+12%	+$16.8M	5.49%	1
2023 Q1	$125M	Buy	434,519 +6,336	+1%	+$1.62M	4.61%	2
2022 Q4	$103M	Buy	428,183 +3,288	+0.8%	+$789K	4.11%	2
2022 Q3	$99M	Buy	424,895 +5,594	+1%	+$1.48M	4.25%	3
2022 Q2	$108M	Buy	419,301 +452	+0.1%	+$123K	4.43%	2
2022 Q1	$129M	Sell	418,849 -2,360	-0.6%	-$710K	4.49%	2
2021 Q4	$142M	Buy	421,209 +7,484	+2%	+$2.43M	4.6%	2
2021 Q3	$117M	Buy	+413,725	New	+$120M	4.24%	2

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Badgley Phelps Wealth Managers's MSFT Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Microsoft (MSFT) stake by 0.57% in Q2 2026, buying an estimated $1.49M and bringing the position to 647,049 shares worth $241M. The position accounts for 4.23% of the portfolio, ranked #3.

Badgley Phelps Wealth Managers first reported a position in MSFT in Q3 2021 and has held it in 20 quarters since. The position peaked at $332M in Q4 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Badgley Phelps Wealth Managers held 647,049 shares of Microsoft worth $241M as of Q2 2026.
Badgley Phelps Wealth Managers bought 3,693 Microsoft shares in Q2 2026, an estimated $1.49M.
Microsoft made up 4.23% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #3 holding.
Badgley Phelps Wealth Managers first reported a position in Microsoft in Q3 2021 and has held it in 20 quarters since.
Badgley Phelps Wealth Managers's Microsoft position peaked at $332M in Q4 2025.
6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.