Benchmark Wealth Management’s Microsoft MSFT Stock Holding History

Benchmark 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
2025 Q2	$474K	Hold	953	–	–	0.21%	45
2025 Q1	$358K	Sell	953 -46	-5%	-$18.8K	0.17%	47
2024 Q4	$421K	Sell	999 -25	-2%	-$10.6K	0.21%	36
2024 Q3	$441K	Sell	1,024 -100	-9%	-$42.7K	0.22%	36
2024 Q2	$502K	Hold	1,124	–	–	0.27%	35
2024 Q1	$473K	Hold	1,124	–	–	0.26%	33
2023 Q4	$423K	Sell	1,124 -80	-7%	-$28.5K	0.25%	34
2023 Q3	$380K	Sell	1,204 -30	-2%	-$9.91K	0.24%	34
2023 Q2	$420K	Sell	1,234 -32	-3%	-$10K	0.25%	34
2023 Q1	$362K	Sell	1,266 -161	-11%	-$41.1K	0.23%	34
2022 Q4	$342K	Sell	1,427 -100	-7%	-$24K	0.25%	38
2022 Q3	$356K	Hold	1,527	–	–	0.28%	32
2022 Q2	$392K	Buy	1,527 +100	+7%	+$27.1K	0.29%	30
2022 Q1	$440K	Sell	1,427 -64	-4%	-$19.3K	0.3%	27
2021 Q4	$501K	Sell	1,491 -33	-2%	-$10.7K	0.32%	26
2021 Q3	$430K	Hold	1,524	–	–	0.3%	23
2021 Q2	$413K	Hold	1,524	–	–	0.28%	22
2021 Q1	$359K	Sell	1,524 -120	-7%	-$27.8K	0.27%	25
2020 Q4	$366K	Sell	1,644 -314	-16%	-$67.5K	0.28%	25
2020 Q3	$412K	Buy	+1,958	New	+$411K	0.33%	24

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benchmark Wealth Management's MSFT Position: Q2 2025 in Review

Benchmark Wealth Management held its Microsoft (MSFT) position steady in Q2 2025 at 953 shares worth $474K. The position accounts for 0.21% of the portfolio, ranked #45.

Benchmark Wealth Management first reported a position in MSFT in Q3 2020 and has held it in 20 quarters since. The position peaked at $502K in Q2 2024. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

Benchmark Wealth Management held 953 shares of Microsoft worth $474K as of Q2 2025.
Benchmark Wealth Management left its Microsoft share count unchanged in Q2 2025.
Microsoft made up 0.21% of Benchmark Wealth Management's portfolio in Q2 2025, its #45 holding.
Benchmark Wealth Management first reported a position in Microsoft in Q3 2020 and has held it in 20 quarters since.
Benchmark Wealth Management's Microsoft position peaked at $502K in Q2 2024.
5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.