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Beacon Bridge Wealth Partners’s Microsoft MSFT Stock Holding History

Beacon Bridge Wealth Partners’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 		$612K Buy
1,641
+75
+5% +$30.3K 0.17% 73
2026
Q1 		$580K Sell
1,566
-23
-1% -$9.62K 0.19% 70
2025
Q4 		$769K Buy
1,589
+146
+10% +$73.2K 0.26% 63
2025
Q3 		$747K Buy
1,443
+195
+16% +$99.5K 0.27% 56
2025
Q2 		$621K Sell
1,248
-97
-7% -$42.1K 0.25% 54
2025
Q1 		$505K Buy
1,345
+36
+3% +$14.7K 0.22% 64
2024
Q4 		$552K Hold
1,309
– – 0.23% 62
2024
Q3 		$563K Buy
1,309
+1
+0.1% +$427 0.24% 59
2024
Q2 		$585K Buy
1,308
+49
+4% +$20.7K 0.27% 57
2024
Q1 		$529K Buy
1,259
+6
+0.5% +$2.43K 0.25% 60
2023
Q4 		$471K Sell
1,253
-285
-19% -$101K 0.24% 58
2023
Q3 		$486K Buy
1,538
+81
+6% +$26.8K 0.26% 49
2023
Q2 		$496K Buy
1,457
+298
+26% +$93.4K 0.25% 40
2023
Q1 		$334K Buy
1,159
+313
+37% +$79.8K 0.2% 57
2022
Q4 		$203K Buy
+846
New +$203K 0.15% 88

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

Beacon Bridge Wealth Partners's MSFT Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Microsoft (MSFT) stake by 4.8% in Q2 2026, buying an estimated $30.3K and bringing the position to 1,641 shares worth $612K. The position accounts for 0.17% of the portfolio, ranked #73.

Beacon Bridge Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $769K in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Beacon Bridge Wealth Partners held 1,641 shares of Microsoft worth $612K as of Q2 2026.
  • Beacon Bridge Wealth Partners bought 75 Microsoft shares in Q2 2026, an estimated $30.3K.
  • Microsoft made up 0.17% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Beacon Bridge Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Beacon Bridge Wealth Partners's Microsoft position peaked at $769K in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.