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Baker Tilly Wealth Management’s Microsoft MSFT Stock Holding History

Baker Tilly 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 		$7.88M Buy
21,120
+1,650
+8% +$668K 1.67% 13
2026
Q1 		$7.21M Buy
19,470
+30
+0.2% +$12.6K 1.75% 14
2025
Q4 		$9.4M Buy
19,440
+415
+2% +$208K 2.32% 5
2025
Q3 		$9.85M Buy
19,025
+601
+3% +$307K 2.23% 8
2025
Q2 		$9.16M Buy
18,424
+30
+0.2% +$13K 3.27% 4
2025
Q1 		$6.9M Buy
18,394
+774
+4% +$316K 2.71% 4
2024
Q4 		$7.43M Buy
17,620
+305
+2% +$130K 2.91% 4
2024
Q3 		$7.45M Sell
17,315
-3,275
-16% -$1.4M 3.3% 3
2024
Q2 		$9.2M Sell
20,590
-27,304
-57% -$11.5M 3.76% 2
2024
Q1 		$20.1M Sell
47,894
-2,150
-4% -$870K 3.64% 2
2023
Q4 		$18.8M Buy
50,044
+236
+0.5% +$84K 3.09% 2
2023
Q3 		$15.7M Sell
49,808
-47,560
-49% -$15.7M 2.59% 5
2023
Q2 		$33.2M Sell
97,368
-4,566
-4% -$1.43M 3.48% 2
2023
Q1 		$29.4M Buy
101,934
+1,343
+1% +$343K 3.3% 2
2022
Q4 		$24.1M Buy
100,591
+8,333
+9% +$2M 2.97% 3
2022
Q3 		$21.5M Sell
92,258
-1,411
-2% -$373K 2.93% 4
2022
Q2 		$24.1M Buy
93,669
+4,894
+6% +$1.33M 3.16% 3
2022
Q1 		$27.4M Buy
88,775
+5,487
+7% +$1.65M 3.03% 3
2021
Q4 		$28M Buy
83,288
+7,914
+10% +$2.57M 3.01% 3
2021
Q3 		$21.3M Buy
75,374
+3,128
+4% +$910K 2.81% 3
2021
Q2 		$19.6M Buy
72,246
+7,406
+11% +$1.88M 3.16% 2
2021
Q1 		$15.3M Buy
64,840
+21,162
+48% +$4.91M 3.13% 1
2020
Q4 		$9.71M Buy
+43,678
New +$9.39M 3% 4

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Baker Tilly Wealth Management's MSFT Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Microsoft (MSFT) stake by 8.5% in Q2 2026, buying an estimated $668K and bringing the position to 21,120 shares worth $7.88M. The position accounts for 1.67% of the portfolio, ranked #13.

Baker Tilly Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $33.2M in Q2 2023. 1,898 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Baker Tilly Wealth Management held 21,120 shares of Microsoft worth $7.88M as of Q2 2026.
  • Baker Tilly Wealth Management bought 1,650 Microsoft shares in Q2 2026, an estimated $668K.
  • Microsoft made up 1.67% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Baker Tilly Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Microsoft position peaked at $33.2M in Q2 2023.
  • 1,898 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.