Beacon Hill Wealth Management
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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
Q3 		$444K Sell
865
-55
-6% -$25.4K 0.27% 22
2026
Q2 		$343K Buy
+920
New +$372K 0.24% 22

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Vanguard Portfolio Management
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JP Morgan Chase
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Morgan Stanley
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Invesco
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Beacon Hill Wealth Management's MSFT Position: Q3 2026 in Review

Beacon Hill Wealth Management reduced its Microsoft (MSFT) stake by 6% in Q3 2026, selling an estimated $25.4K and leaving 865 shares worth $444K. The position accounts for 0.27% of the portfolio, ranked #22.

Beacon Hill Wealth Management first reported a position in MSFT in Q2 2026 and has held it in 2 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Beacon Hill Wealth Management held 865 shares of Microsoft worth $444K as of Q3 2026.
  • Beacon Hill Wealth Management sold 55 Microsoft shares in Q3 2026, an estimated $25.4K.
  • Microsoft made up 0.27% of Beacon Hill Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Beacon Hill Wealth Management first reported a position in Microsoft in Q2 2026 and has held it in 2 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.