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BCS Private Wealth Management’s Microsoft MSFT Stock Holding History

BCS Private 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 		$9.82M Sell
26,332
-5,883
-18% -$2.38M 2.96% 5
2026
Q1 		$11.9M Buy
32,215
+6,488
+25% +$2.71M 3.62% 3
2025
Q4 		$12.4M Sell
25,727
-552
-2% -$277K 4.25% 2
2025
Q3 		$13.6M Buy
26,279
+179
+0.7% +$91.3K 4.87% 2
2025
Q2 		$13M Buy
+26,100
New +$11.3M 4.88% 2

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

BCS Private Wealth Management's MSFT Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $2.38M and leaving 26,332 shares worth $9.82M. The position accounts for 2.96% of the portfolio, ranked #5.

BCS Private Wealth Management first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.6M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BCS Private Wealth Management held 26,332 shares of Microsoft worth $9.82M as of Q2 2026.
  • BCS Private Wealth Management sold 5,883 Microsoft shares in Q2 2026, an estimated $2.38M.
  • Microsoft made up 2.96% of BCS Private Wealth Management's portfolio in Q2 2026, its #5 holding.
  • BCS Private Wealth Management first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's Microsoft position peaked at $13.6M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.