BWS
MSFT icon

BFI Wealth Solutions’s Microsoft MSFT Stock Holding History

BFI Wealth Solutions’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 		$400K Buy
1,071
+5
+0.5% +$2.02K 0.3% 56
2026
Q1 		$396K Hold
1,066
– – 0.38% 55
2025
Q4 		$516K Buy
+1,066
New +$534K 0.49% 48

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFI Wealth Solutions's MSFT Position: Q2 2026 in Review

BFI Wealth Solutions increased its Microsoft (MSFT) stake by 0.47% in Q2 2026, buying an estimated $2.02K and bringing the position to 1,071 shares worth $400K. The position accounts for 0.3% of the portfolio, ranked #56.

BFI Wealth Solutions first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $516K in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BFI Wealth Solutions held 1,071 shares of Microsoft worth $400K as of Q2 2026.
  • BFI Wealth Solutions bought 5 Microsoft shares in Q2 2026, an estimated $2.02K.
  • Microsoft made up 0.3% of BFI Wealth Solutions's portfolio in Q2 2026, its #56 holding.
  • BFI Wealth Solutions first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • BFI Wealth Solutions's Microsoft position peaked at $516K in Q4 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.