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Bannerman Wealth Management Group’s Microsoft MSFT Stock Holding History

Bannerman Wealth Management Group’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 		$464K Buy
1,245
+191
+18% +$77.3K 0.27% 26
2026
Q1 		$390K Sell
1,054
-72
-6% -$30.1K 0.26% 27
2025
Q4 		$545K Buy
1,126
+94
+9% +$47.1K 0.39% 23
2025
Q3 		$534K Sell
1,032
-37
-3% -$18.9K 0.39% 23
2025
Q2 		$532K Buy
+1,069
New +$464K 0.41% 25

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bannerman Wealth Management Group's MSFT Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $77.3K and bringing the position to 1,245 shares worth $464K. The position accounts for 0.27% of the portfolio, ranked #26.

Bannerman Wealth Management Group first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $545K in Q4 2025. 3,165 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bannerman Wealth Management Group held 1,245 shares of Microsoft worth $464K as of Q2 2026.
  • Bannerman Wealth Management Group bought 191 Microsoft shares in Q2 2026, an estimated $77.3K.
  • Microsoft made up 0.27% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #26 holding.
  • Bannerman Wealth Management Group first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Bannerman Wealth Management Group's Microsoft position peaked at $545K in Q4 2025.
  • 3,165 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.