BWM
MSFT icon

Bosman Wealth Management’s Microsoft MSFT Stock Holding History

Bosman 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 		$3.6M Sell
9,638
-1,033
-10% -$418K 2.23% 16
2026
Q1 		$3.95M Buy
10,671
+497
+5% +$208K 3.48% 10
2025
Q4 		$4.92M Buy
10,174
+357
+4% +$179K 4.04% 7
2025
Q3 		$5.08M Sell
9,817
-16
-0.2% -$8.16K 3.94% 7
2025
Q2 		$4.89M Buy
9,833
+5,335
+119% +$2.32M 4.34% 7
2025
Q1 		$1.69M Sell
4,498
-7,633
-63% -$3.11M 1.71% 23
2024
Q4 		$5.11M Buy
+12,131
New +$5.17M 4.92% 7

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Bosman Wealth Management reduced its Microsoft (MSFT) stake by 9.7% in Q2 2026, selling an estimated $418K and leaving 9,638 shares worth $3.6M. The position accounts for 2.23% of the portfolio, ranked #16.

Bosman Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q4 2024. 3,146 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bosman Wealth Management held 9,638 shares of Microsoft worth $3.6M as of Q2 2026.
  • Bosman Wealth Management sold 1,033 Microsoft shares in Q2 2026, an estimated $418K.
  • Microsoft made up 2.23% of Bosman Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Bosman Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Bosman Wealth Management's Microsoft position peaked at $5.11M in Q4 2024.
  • 3,146 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bosman Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.