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Birchcreek Wealth Management’s Microsoft MSFT Stock Holding History

Birchcreek 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 		$2.41M Buy
6,461
+96
+2% +$38.8K 0.94% 19
2026
Q1 		$2.36M Buy
6,365
+7
+0.1% +$2.93K 1.13% 16
2025
Q4 		$3.07M Sell
6,358
-423
-6% -$212K 1.51% 15
2025
Q3 		$3.51M Sell
6,781
-164
-2% -$83.7K 1.81% 14
2025
Q2 		$3.45M Sell
6,945
-239
-3% -$104K 1.96% 12
2025
Q1 		$2.7M Sell
7,184
-61
-0.8% -$24.9K 1.7% 12
2024
Q4 		$3.05M Sell
7,245
-702
-9% -$299K 1.92% 11
2024
Q3 		$3.42M Sell
7,947
-56
-0.7% -$23.9K 2.24% 10
2024
Q2 		$3.58M Sell
8,003
-142
-2% -$60K 2.01% 11
2024
Q1 		$3.43M Buy
8,145
+210
+3% +$85K 1.8% 12
2023
Q4 		$2.98M Buy
7,935
+224
+3% +$79.7K 1.78% 13
2023
Q3 		$2.43M Sell
7,711
-11
-0.1% -$3.63K 1.65% 15
2023
Q2 		$2.63M Sell
7,722
-195
-2% -$61.1K 1.84% 14
2023
Q1 		$2.28M Buy
7,917
+1,536
+24% +$392K 1.81% 15
2022
Q4 		$1.53M Buy
6,381
+27
+0.4% +$6.48K 1.36% 20
2022
Q3 		$1.48M Hold
6,354
– – 1.37% 17
2022
Q2 		$1.63M Buy
6,354
+289
+5% +$78.4K 1.46% 17
2022
Q1 		$1.87M Sell
6,065
-700
-10% -$211K 1.66% 18
2021
Q4 		$2.27M Buy
6,765
+200
+3% +$64.8K 1.98% 16
2021
Q3 		$1.85M Sell
6,565
-34
-0.5% -$9.89K 1.73% 17
2021
Q2 		$1.79M Buy
6,599
+67
+1% +$17K 1.72% 18
2021
Q1 		$1.54M Buy
6,532
+26
+0.4% +$6.03K 1.63% 18
2020
Q4 		$1.45M Buy
+6,506
New +$1.4M 1.42% 16

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 $3.37T AUM 44.26% 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

Birchcreek Wealth Management's MSFT Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $38.8K and bringing the position to 6,461 shares worth $2.41M. The position accounts for 0.94% of the portfolio, ranked #19.

Birchcreek Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.58M in Q2 2024. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Birchcreek Wealth Management held 6,461 shares of Microsoft worth $2.41M as of Q2 2026.
  • Birchcreek Wealth Management bought 96 Microsoft shares in Q2 2026, an estimated $38.8K.
  • Microsoft made up 0.94% of Birchcreek Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Birchcreek Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's Microsoft position peaked at $3.58M in Q2 2024.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.