Blodgett Wealth Advisors
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Blodgett Wealth Advisors’s Microsoft MSFT Stock Holding History

Blodgett Wealth Advisors’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 		$8.57M Buy
22,969
+123
+0.5% +$49.8K 5.74% 6
2026
Q1 		$8.46M Sell
22,846
-1,699
-7% -$711K 6.7% 6
2025
Q4 		$11.9M Sell
24,545
-334
-1% -$167K 8.28% 4
2025
Q3 		$12.9M Sell
24,879
-975
-4% -$497K 8.88% 4
2025
Q2 		$12.9M Sell
25,854
-962
-4% -$418K 10.08% 3
2025
Q1 		$10.1M Sell
26,816
-1,067
-4% -$435K 8.58% 4
2024
Q4 		$11.8M Buy
27,883
+27
+0.1% +$11.5K 9.22% 4
2024
Q3 		$12M Sell
27,856
-1,520
-5% -$650K 10.08% 4
2024
Q2 		$13.1M Sell
29,376
-23
-0.1% -$9.7K 11.12% 4
2024
Q1 		$12.4M Buy
29,399
+663
+2% +$268K 11.16% 2
2023
Q4 		$10.8M Sell
28,736
-9
-0% -$3.2K 11.03% 3
2023
Q3 		$9.08M Buy
28,745
+97
+0.3% +$32.1K 9.96% 3
2023
Q2 		$9.8M Buy
28,648
+511
+2% +$160K 10.1% 3
2023
Q1 		$8.11M Sell
28,137
-300
-1% -$76.5K 9.38% 3
2022
Q4 		$6.82M Buy
28,437
+66
+0.2% +$15.8K 8.29% 3
2022
Q3 		$6.61M Sell
28,371
-324
-1% -$85.6K 7.92% 3
2022
Q2 		$7.37M Buy
28,695
+274
+1% +$74.4K 8.08% 3
2022
Q1 		$8.76M Buy
28,421
+238
+0.8% +$71.6K 7.29% 3
2021
Q4 		$9.48M Buy
+28,183
New +$9.14M 7.35% 3

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

Blodgett Wealth Advisors's MSFT Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its Microsoft (MSFT) stake by 0.54% in Q2 2026, buying an estimated $49.8K and bringing the position to 22,969 shares worth $8.57M. The position accounts for 5.74% of the portfolio, ranked #6.

Blodgett Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.1M in Q2 2024. 6,263 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Blodgett Wealth Advisors held 22,969 shares of Microsoft worth $8.57M as of Q2 2026.
  • Blodgett Wealth Advisors bought 123 Microsoft shares in Q2 2026, an estimated $49.8K.
  • Microsoft made up 5.74% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Blodgett Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Blodgett Wealth Advisors's Microsoft position peaked at $13.1M in Q2 2024.
  • 6,263 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.