Barnes Wealth Management Group’s Microsoft MSFT Stock Holding History

Barnes 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	$1.46M	Buy	3,905 +347	+10%	+$140K	0.67%	39
2026 Q1	$1.32M	Buy	3,558 +116	+3%	+$48.5K	0.67%	41
2025 Q4	$1.66M	Buy	3,442 +97	+3%	+$48.6K	0.89%	29
2025 Q3	$1.73M	Sell	3,345 -1,347	-29%	-$687K	0.95%	30
2025 Q2	$2.33M	Buy	4,692 +139	+3%	+$60.4K	1.38%	21
2025 Q1	$1.71M	Buy	4,553 +146	+3%	+$59.5K	1.1%	25
2024 Q4	$1.86M	Buy	+4,407	New	+$1.88M	1.25%	23

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Barnes Wealth Management Group increased its Microsoft (MSFT) stake by 9.8% in Q2 2026, buying an estimated $140K and bringing the position to 3,905 shares worth $1.46M. The position accounts for 0.67% of the portfolio, ranked #39.

Barnes Wealth Management Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q2 2025. 2,142 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Barnes Wealth Management Group held 3,905 shares of Microsoft worth $1.46M as of Q2 2026.
Barnes Wealth Management Group bought 347 Microsoft shares in Q2 2026, an estimated $140K.
Microsoft made up 0.67% of Barnes Wealth Management Group's portfolio in Q2 2026, its #39 holding.
Barnes Wealth Management Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's Microsoft position peaked at $2.33M in Q2 2025.
2,142 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.