Beacon Hill Wealth Management’s Microsoft MSFT Stock Holding History

Beacon Hill 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	$343K	Buy	+920	New	+$372K	0.24%	22

Other funds holding MSFT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Beacon Hill Wealth Management's MSFT Position: Q2 2026 in Review

Beacon Hill Wealth Management opened a new position in Microsoft (MSFT) in Q2 2026: 920 shares worth $343K. The stake represents 0.24% of the portfolio and ranks #22 among its holdings.

5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Beacon Hill Wealth Management held 920 shares of Microsoft worth $343K as of Q2 2026.
Microsoft was a new Beacon Hill Wealth Management position in Q2 2026.
Microsoft made up 0.24% of Beacon Hill Wealth Management's portfolio in Q2 2026, its #22 holding.
5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.