BIP Wealth’s Microsoft MSFT Stock Holding History

BIP Wealth’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	$15.3M	Buy	41,085 +11,661	+40%	+$4.72M	0.43%	49
2026 Q1	$10.9M	Sell	29,424 -5,153	-15%	-$2.16M	0.44%	45
2025 Q4	$16.7M	Buy	34,577 +14,190	+70%	+$7.11M	0.59%	38
2025 Q3	$10.6M	Buy	20,387 +5,411	+36%	+$2.76M	0.52%	40
2025 Q2	$7.45M	Buy	14,976 +975	+7%	+$423K	0.46%	36
2025 Q1	$5.26M	Sell	14,001 -4	-0%	-$1.63K	0.34%	43
2024 Q4	$5.9M	Sell	14,005 -633	-4%	-$270K	0.4%	39
2024 Q3	$6.3M	Buy	14,638 +2,132	+17%	+$911K	0.43%	38
2024 Q2	$5.59M	Sell	12,506 -416	-3%	-$176K	0.46%	38
2024 Q1	$5.44M	Buy	12,922 +2,382	+23%	+$964K	0.4%	38
2023 Q4	$3.96M	Buy	10,540 +330	+3%	+$117K	0.31%	39
2023 Q3	$3.22M	Buy	10,210 +1,338	+15%	+$442K	0.3%	41
2023 Q2	$3.02M	Sell	8,872 -394	-4%	-$123K	0.25%	45
2023 Q1	$2.68M	Buy	+9,266	New	+$2.36M	0.3%	50

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIP Wealth's MSFT Position: Q2 2026 in Review

BIP Wealth increased its Microsoft (MSFT) stake by 40% in Q2 2026, buying an estimated $4.72M and bringing the position to 41,085 shares worth $15.3M. The position accounts for 0.43% of the portfolio, ranked #49.

BIP Wealth first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.7M in Q4 2025. 6,255 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

BIP Wealth held 41,085 shares of Microsoft worth $15.3M as of Q2 2026.
BIP Wealth bought 11,661 Microsoft shares in Q2 2026, an estimated $4.72M.
Microsoft made up 0.43% of BIP Wealth's portfolio in Q2 2026, its #49 holding.
BIP Wealth first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
BIP Wealth's Microsoft position peaked at $16.7M in Q4 2025.
6,255 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.