Base Wealth Management’s Microsoft MSFT Stock Holding History

Base 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	$267K	Sell	715 -8	-1%	-$3.24K	0.12%	56
2026 Q1	$268K	Sell	723 -1,053	-59%	-$441K	0.15%	52
2025 Q4	$859K	Sell	1,776 -3	-0.2%	-$1.5K	0.46%	30
2025 Q3	$921K	Buy	1,779 +123	+7%	+$62.7K	0.53%	30
2025 Q2	$824K	Sell	1,656 -37	-2%	-$16.1K	0.53%	30
2025 Q1	$636K	Buy	+1,693	New	+$690K	0.48%	31

Other funds holding MSFT

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

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

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Base Wealth Management reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $3.24K and leaving 715 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #56.

Base Wealth Management first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $921K in Q3 2025. 4,952 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Base Wealth Management held 715 shares of Microsoft worth $267K as of Q2 2026.
Base Wealth Management sold 8 Microsoft shares in Q2 2026, an estimated $3.24K.
Microsoft made up 0.12% of Base Wealth Management's portfolio in Q2 2026, its #56 holding.
Base Wealth Management first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
Base Wealth Management's Microsoft position peaked at $921K in Q3 2025.
4,952 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.