BCS Wealth Management’s Microsoft MSFT Stock Holding History

BCS 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	$2.48M	Buy	6,651 +199	+3%	+$80.5K	0.45%	51
2026 Q1	$2.39M	Sell	6,452 -9,112	-59%	-$3.81M	0.49%	47
2025 Q4	$7.53M	Buy	15,564 +9,937	+177%	+$4.98M	0.76%	34
2025 Q3	$2.91M	Sell	5,627 -3,242	-37%	-$1.65M	0.66%	42
2025 Q2	$4.41M	Buy	8,869 +1,834	+26%	+$796K	0.95%	30
2025 Q1	$2.64M	Buy	7,035 +969	+16%	+$395K	0.68%	38
2024 Q4	$2.56M	Buy	+6,066	New	+$2.58M	0.64%	41
2024 Q2	–	Sell	-7,094	Closed	-$2.98M	–	195
2024 Q1	$2.98M	Buy	7,094 +70	+1%	+$28.3K	0.96%	25
2023 Q4	$2.64M	Sell	7,024 -100	-1%	-$35.6K	0.97%	22
2023 Q3	$2.25M	Buy	+7,124	New	+$2.35M	0.94%	24
2023 Q2	–	Sell	-1,603	Closed	-$462K	–	145
2023 Q1	$462K	Sell	1,603 -5,037	-76%	-$1.28M	0.21%	92
2022 Q4	$1.59M	Sell	6,640 -41	-0.6%	-$9.84K	0.67%	38
2022 Q3	$1.56M	Sell	6,681 -1,342	-17%	-$354K	0.73%	30
2022 Q2	$2.06M	Buy	8,023 +1,615	+25%	+$438K	0.92%	21
2022 Q1	$1.98M	Sell	6,408 -462	-7%	-$139K	0.82%	25
2021 Q4	$2.31M	Buy	6,870 +849	+14%	+$275K	0.83%	26
2021 Q3	$1.7M	Buy	6,021 +121	+2%	+$35.2K	0.72%	30
2021 Q2	$1.6M	Buy	5,900 +200	+4%	+$50.8K	0.85%	25
2021 Q1	$1.34M	Buy	5,700 +43	+0.8%	+$9.98K	0.64%	32
2020 Q4	$1.26M	Buy	5,657 +70	+1%	+$15.1K	0.65%	32
2020 Q3	$1.18M	Buy	5,587 +1,096	+24%	+$230K	0.66%	32
2020 Q2	$914K	Buy	4,491 +1,520	+51%	+$276K	0.55%	42
2020 Q1	$469K	Buy	2,971 +888	+43%	+$146K	0.33%	61
2019 Q4	$329K	Buy	+2,083	New	+$306K	0.22%	78

Other funds holding MSFT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

BCS Wealth Management increased its Microsoft (MSFT) stake by 3.1% in Q2 2026, buying an estimated $80.5K and bringing the position to 6,651 shares worth $2.48M. The position accounts for 0.45% of the portfolio, ranked #51.

BCS Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 24 quarters since. The position peaked at $7.53M in Q4 2025. 3,323 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

BCS Wealth Management held 6,651 shares of Microsoft worth $2.48M as of Q2 2026.
BCS Wealth Management bought 199 Microsoft shares in Q2 2026, an estimated $80.5K.
Microsoft made up 0.45% of BCS Wealth Management's portfolio in Q2 2026, its #51 holding.
BCS Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 24 quarters since.
BCS Wealth Management's Microsoft position peaked at $7.53M in Q4 2025.
3,323 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.