Bernardo Wealth Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.79M | Buy |
4,805
+650
| +16% | +$263K | 0.31% | 42 |
|
|
2026
Q1 | $1.54M | Sell |
4,155
-39
| -0.9% | -$16.3K | 0.3% | 42 |
|
|
2025
Q4 | $2.03M | Buy |
4,194
+135
| +3% | +$67.7K | 0.39% | 36 |
|
|
2025
Q3 | $2.1M | Buy |
4,059
+140
| +4% | +$71.4K | 0.41% | 32 |
|
|
2025
Q2 | $1.95M | Buy |
3,919
+367
| +10% | +$159K | 0.42% | 32 |
|
|
2025
Q1 | $1.33M | Sell |
3,552
-75
| -2% | -$30.6K | 0.32% | 37 |
|
|
2024
Q4 | $1.52M | Buy |
3,627
+164
| +5% | +$69.9K | 0.36% | 37 |
|
|
2024
Q3 | $1.44M | Buy |
3,463
+731
| +27% | +$312K | 0.35% | 36 |
|
|
2024
Q2 | $1.22M | Sell |
2,732
-142
| -5% | -$60K | 0.33% | 38 |
|
|
2024
Q1 | $1.21M | Buy |
2,874
+359
| +14% | +$145K | 0.34% | 39 |
|
|
2023
Q4 | $946K | Sell |
2,515
-34
| -1% | -$12.1K | 0.3% | 43 |
|
|
2023
Q3 | $805K | Buy |
2,549
+28
| +1% | +$9.25K | 0.32% | 39 |
|
|
2023
Q2 | $859K | Sell |
2,521
-95
| -4% | -$29.8K | 0.34% | 37 |
|
|
2023
Q1 | $754K | Buy |
2,616
+17
| +0.7% | +$4.34K | 0.32% | 40 |
|
|
2022
Q4 | $623K | Sell |
2,599
-365
| -12% | -$87.6K | 0.29% | 47 |
|
|
2022
Q3 | $717K | Buy |
2,964
+236
| +9% | +$62.3K | 0.41% | 38 |
|
|
2022
Q2 | $700K | Buy |
2,728
+145
| +6% | +$39.4K | 0.4% | 38 |
|
|
2022
Q1 | $796K | Buy |
2,583
+302
| +13% | +$90.9K | 0.4% | 37 |
|
|
2021
Q4 | $767K | Buy |
2,281
+140
| +7% | +$45.4K | 0.37% | 37 |
|
|
2021
Q3 | $603K | Buy |
2,141
+54
| +3% | +$15.7K | 0.35% | 44 |
|
|
2021
Q2 | $565K | Buy |
2,087
+317
| +18% | +$80.6K | 0.34% | 45 |
|
|
2021
Q1 | $417K | Sell |
1,770
-22,123
| -93% | -$5.13M | 0.27% | 47 |
|
|
2020
Q4 | $5.31M | Buy |
23,893
+66
| +0.3% | +$14.2K | 2.05% | 11 |
|
|
2020
Q3 | $5.01M | Buy |
23,827
+1,785
| +8% | +$375K | 2.25% | 11 |
|
|
2020
Q2 | $4.49M | Buy |
22,042
+317
| +1% | +$57.5K | 2.41% | 11 |
|
|
2020
Q1 | $3.43M | Buy |
21,725
+1,509
| +7% | +$248K | 2.38% | 9 |
|
|
2019
Q4 | $3.19M | Buy |
20,216
+573
| +3% | +$84.2K | 1.93% | 12 |
|
|
2019
Q3 | $2.73M | Sell |
19,643
-71
| -0.4% | -$9.76K | 1.98% | 11 |
|
|
2019
Q2 | $2.64M | Buy |
19,714
+479
| +2% | +$60.8K | 2.07% | 10 |
|
|
2019
Q1 | $2.27M | Buy |
19,235
+1,853
| +11% | +$202K | 1.8% | 11 |
|
|
2018
Q4 | $1.76M | Buy |
+17,382
| New | +$1.86M | 1.56% | 13 |
|
Other funds holding MSFT
Bernardo Wealth Planning's MSFT Position: Q2 2026 in Review
Bernardo Wealth Planning increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $263K and bringing the position to 4,805 shares worth $1.79M. The position accounts for 0.31% of the portfolio, ranked #42.
Bernardo Wealth Planning first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.31M in Q4 2020. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Bernardo Wealth Planning held 4,805 shares of Microsoft worth $1.79M as of Q2 2026.
- Bernardo Wealth Planning bought 650 Microsoft shares in Q2 2026, an estimated $263K.
- Microsoft made up 0.31% of Bernardo Wealth Planning's portfolio in Q2 2026, its #42 holding.
- Bernardo Wealth Planning first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Bernardo Wealth Planning's Microsoft position peaked at $5.31M in Q4 2020.
- 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.