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Boyce & Associates Wealth Consulting’s Microsoft MSFT Stock Holding History

Boyce & Associates Wealth Consulting’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 		$728K Sell
1,951
-1,572
-45% -$636K 0.5% 41
2026
Q1 		$1.3M Buy
3,523
+3,089
+712% +$1.29M 0.99% 27
2025
Q4 		$210K Buy
434
+1
+0.2% +$501 0.18% 69
2025
Q3 		$224K Hold
433
– – 0.18% 70
2025
Q2 		$455K Buy
+433
New +$188K 0.42% 44

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

Boyce & Associates Wealth Consulting's MSFT Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting reduced its Microsoft (MSFT) stake by 45% in Q2 2026, selling an estimated $636K and leaving 1,951 shares worth $728K. The position accounts for 0.5% of the portfolio, ranked #41.

Boyce & Associates Wealth Consulting first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q1 2026. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 1,951 shares of Microsoft worth $728K as of Q2 2026.
  • Boyce & Associates Wealth Consulting sold 1,572 Microsoft shares in Q2 2026, an estimated $636K.
  • Microsoft made up 0.5% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #41 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Boyce & Associates Wealth Consulting's Microsoft position peaked at $1.3M in Q1 2026.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.