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BostonPremier Wealth’s Microsoft MSFT Stock Holding History

BostonPremier Wealth’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 		$1.23M Buy
3,308
+410
+14% +$166K 0.52% 18
2026
Q1 		$1.07M Sell
2,898
-288
-9% -$121K 0.55% 18
2025
Q4 		$1.54M Buy
3,186
+152
+5% +$76.2K 0.79% 17
2025
Q3 		$1.57M Buy
3,034
+92
+3% +$46.9K 0.78% 18
2025
Q2 		$1.46M Buy
2,942
+539
+22% +$234K 0.81% 16
2025
Q1 		$902K Sell
2,403
-45
-2% -$18.3K 0.56% 20
2024
Q4 		$1.03M Buy
+2,448
New +$1.04M 0.63% 19

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

BostonPremier Wealth's MSFT Position: Q2 2026 in Review

BostonPremier Wealth increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $166K and bringing the position to 3,308 shares worth $1.23M. The position accounts for 0.52% of the portfolio, ranked #18.

BostonPremier Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BostonPremier Wealth held 3,308 shares of Microsoft worth $1.23M as of Q2 2026.
  • BostonPremier Wealth bought 410 Microsoft shares in Q2 2026, an estimated $166K.
  • Microsoft made up 0.52% of BostonPremier Wealth's portfolio in Q2 2026, its #18 holding.
  • BostonPremier Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • BostonPremier Wealth's Microsoft position peaked at $1.57M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.