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Boomfish Wealth Group’s Microsoft MSFT Stock Holding History

Boomfish Wealth Group’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 		$6.16M Buy
16,514
+7,434
+82% +$3.01M 2.81% 9
2026
Q1 		$3.36M Buy
9,080
+281
+3% +$118K 1.79% 13
2025
Q4 		$4.26M Sell
8,799
-236
-3% -$118K 2.27% 8
2025
Q3 		$4.68M Buy
9,035
+361
+4% +$184K 2.52% 5
2025
Q2 		$4.31M Buy
8,674
+48
+0.6% +$20.8K 2.49% 5
2025
Q1 		$3.24M Buy
8,626
+252
+3% +$103K 2.1% 6
2024
Q4 		$3.53M Buy
8,374
+177
+2% +$75.4K 2.14% 7
2024
Q3 		$3.53M Sell
8,197
-213
-3% -$91K 2.16% 6
2024
Q2 		$3.76M Sell
8,410
-345
-4% -$146K 2.43% 3
2024
Q1 		$3.68M Sell
8,755
-903
-9% -$366K 2.48% 2
2023
Q4 		$3.63M Buy
+9,658
New +$3.44M 2.62% 2

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

Boomfish Wealth Group's MSFT Position: Q2 2026 in Review

Boomfish Wealth Group increased its Microsoft (MSFT) stake by 82% in Q2 2026, buying an estimated $3.01M and bringing the position to 16,514 shares worth $6.16M. The position accounts for 2.81% of the portfolio, ranked #9.

Boomfish Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Boomfish Wealth Group held 16,514 shares of Microsoft worth $6.16M as of Q2 2026.
  • Boomfish Wealth Group bought 7,434 Microsoft shares in Q2 2026, an estimated $3.01M.
  • Microsoft made up 2.81% of Boomfish Wealth Group's portfolio in Q2 2026, its #9 holding.
  • Boomfish Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.