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Beaird Harris Wealth Management’s Microsoft MSFT Stock Holding History

Beaird Harris 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 		$2.31M Buy
6,183
+230
+4% +$93.1K 0.14% 53
2026
Q1 		$2.2M Sell
5,953
-360
-6% -$151K 0.15% 51
2025
Q4 		$3.05M Buy
6,313
+1
+0% +$501 0.21% 45
2025
Q3 		$3.27M Sell
6,312
-51
-0.8% -$26K 0.23% 44
2025
Q2 		$3.17M Buy
6,363
+306
+5% +$133K 0.24% 44
2025
Q1 		$2.27M Sell
6,057
-249
-4% -$102K 0.19% 45
2024
Q4 		$2.66M Sell
6,306
-462
-7% -$197K 0.23% 45
2024
Q3 		$2.91M Sell
6,768
-876
-11% -$374K 0.25% 40
2024
Q2 		$3.42M Buy
7,644
+1,741
+29% +$735K 0.32% 39
2024
Q1 		$2.48M Sell
5,903
-30
-0.5% -$12.1K 0.24% 41
2023
Q4 		$2.23M Buy
5,933
+444
+8% +$158K 0.23% 42
2023
Q3 		$1.73M Buy
5,489
+84
+2% +$27.8K 0.21% 39
2023
Q2 		$1.84M Sell
5,405
-367
-6% -$115K 0.22% 37
2023
Q1 		$1.66M Sell
5,772
-1,006
-15% -$257K 0.3% 36
2022
Q4 		$1.63M Buy
6,778
+950
+16% +$228K 0.3% 35
2022
Q3 		$1.36M Buy
5,828
+585
+11% +$154K 0.3% 35
2022
Q2 		$1.35M Buy
5,243
+1,062
+25% +$288K 0.37% 30
2022
Q1 		$1.29M Sell
4,181
-1,893
-31% -$570K 0.47% 27
2021
Q4 		$2.04M Buy
+6,074
New +$1.97M 0.75% 19

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Beaird Harris Wealth Management's MSFT Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Microsoft (MSFT) stake by 3.9% in Q2 2026, buying an estimated $93.1K and bringing the position to 6,183 shares worth $2.31M. The position accounts for 0.14% of the portfolio, ranked #53.

Beaird Harris Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.42M in Q2 2024. 2,824 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Beaird Harris Wealth Management held 6,183 shares of Microsoft worth $2.31M as of Q2 2026.
  • Beaird Harris Wealth Management bought 230 Microsoft shares in Q2 2026, an estimated $93.1K.
  • Microsoft made up 0.14% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Beaird Harris Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Microsoft position peaked at $3.42M in Q2 2024.
  • 2,824 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.