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BCGM Wealth Management’s Microsoft MSFT Stock Holding History

BCGM 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 		$247K Sell
661
-640
-49% -$259K 0.05% 165
2026
Q1 		$481K Sell
1,301
-105
-7% -$43.9K 0.12% 113
2025
Q4 		$680K Sell
1,406
-54
-4% -$27.1K 0.17% 95
2025
Q3 		$756K Buy
1,460
+335
+30% +$171K 0.2% 94
2025
Q2 		$560K Buy
1,125
+120
+12% +$52.1K 0.16% 98
2025
Q1 		$377K Buy
1,005
+29
+3% +$11.8K 0.12% 113
2024
Q4 		$412K Buy
976
+9
+0.9% +$3.83K 0.13% 107
2024
Q3 		$416K Sell
967
-162
-14% -$69.2K 0.14% 106
2024
Q2 		$505K Sell
1,129
-328
-23% -$139K 0.17% 93
2024
Q1 		$613K Sell
1,457
-3,391
-70% -$1.37M 0.22% 82
2023
Q4 		$1.82M Buy
4,848
+166
+4% +$59.1K 0.74% 41
2023
Q3 		$1.48M Buy
4,682
+284
+6% +$93.8K 0.68% 40
2023
Q2 		$1.5M Buy
4,398
+841
+24% +$264K 0.66% 38
2023
Q1 		$1.03M Sell
3,557
-855
-19% -$218K 0.52% 48
2022
Q4 		$1.06M Sell
4,412
-127
-3% -$30.5K 0.51% 44
2022
Q3 		$999K Buy
4,539
+448
+11% +$118K 0.5% 43
2022
Q2 		$1.15M Sell
4,091
-74
-2% -$20.1K 0.58% 37
2022
Q1 		$1.16M Sell
4,165
-1,223
-23% -$368K 0.63% 37
2021
Q4 		$1.81M Buy
5,388
+245
+5% +$79.4K 0.97% 20
2021
Q3 		$1.71M Buy
5,143
+694
+16% +$202K 0.95% 21
2021
Q2 		$1.27M Buy
4,449
+474
+12% +$120K 0.75% 27
2021
Q1 		$1.03M Sell
3,975
-266
-6% -$61.7K 0.7% 29
2020
Q4 		$1.04M Buy
+4,241
New +$912K 0.74% 27

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BCGM Wealth Management reduced its Microsoft (MSFT) stake by 49% in Q2 2026, selling an estimated $259K and leaving 661 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #165.

BCGM Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.82M in Q4 2023. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BCGM Wealth Management held 661 shares of Microsoft worth $247K as of Q2 2026.
  • BCGM Wealth Management sold 640 Microsoft shares in Q2 2026, an estimated $259K.
  • Microsoft made up 0.05% of BCGM Wealth Management's portfolio in Q2 2026, its #165 holding.
  • BCGM Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • BCGM Wealth Management's Microsoft position peaked at $1.82M in Q4 2023.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.