BlueChip Wealth Advisors’s Microsoft MSFT Stock Holding History

BlueChip 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	$1.73M	Sell	4,632 -52	-1%	-$21K	0.66%	34
2026 Q1	$1.71M	Buy	4,684 +212	+5%	+$88.7K	0.75%	29
2025 Q4	$2.16M	Sell	4,472 -588	-12%	-$295K	0.91%	29
2025 Q3	$2.62M	Buy	5,060 +123	+2%	+$62.7K	1.12%	25
2025 Q2	$2.46M	Buy	4,937 +97	+2%	+$42.1K	1.09%	24
2025 Q1	$1.82M	Buy	4,840 +83	+2%	+$33.8K	0.89%	30
2024 Q4	$2.01M	Sell	4,757 -212	-4%	-$90.3K	1.11%	22
2024 Q3	$2.14M	Buy	4,969 +334	+7%	+$143K	1.12%	22
2024 Q2	$2.07M	Buy	4,635 +659	+17%	+$278K	1.22%	23
2024 Q1	$1.67M	Sell	3,976 -501	-11%	-$203K	1.08%	24
2023 Q4	$1.68M	Buy	+4,477	New	+$1.59M	1.18%	20

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 $3.37T AUM 44.26% 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

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

BlueChip Wealth Advisors reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $21K and leaving 4,632 shares worth $1.73M. The position accounts for 0.66% of the portfolio, ranked #34.

BlueChip Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

BlueChip Wealth Advisors held 4,632 shares of Microsoft worth $1.73M as of Q2 2026.
BlueChip Wealth Advisors sold 52 Microsoft shares in Q2 2026, an estimated $21K.
Microsoft made up 0.66% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #34 holding.
BlueChip Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's Microsoft position peaked at $2.62M in Q3 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.