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Brass Tax Wealth Management’s Microsoft MSFT Stock Holding History

Brass Tax 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
2025
Q3 		$7.92M Buy
15,300
+199
+1% +$102K 1.32% 17
2025
Q2 		$7.51M Buy
15,101
+942
+7% +$409K 1.45% 17
2025
Q1 		$5.32M Buy
14,159
+278
+2% +$113K 1.12% 20
2024
Q4 		$5.85M Sell
13,881
-83
-0.6% -$35.4K 1.23% 19
2024
Q3 		$6.01M Buy
13,964
+4,394
+46% +$1.88M 1.29% 18
2024
Q2 		$4.28M Buy
9,570
+876
+10% +$370K 1.85% 14
2024
Q1 		$3.66M Buy
+8,694
New +$3.52M 1.91% 15

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brass Tax Wealth Management's MSFT Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Microsoft (MSFT) stake by 1.3% in Q3 2025, buying an estimated $102K and bringing the position to 15,300 shares worth $7.92M. The position accounts for 1.32% of the portfolio, ranked #17.

Brass Tax Wealth Management first reported a position in MSFT in Q1 2024 and has held it in 7 quarters since. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Brass Tax Wealth Management held 15,300 shares of Microsoft worth $7.92M as of Q3 2025.
  • Brass Tax Wealth Management bought 199 Microsoft shares in Q3 2025, an estimated $102K.
  • Microsoft made up 1.32% of Brass Tax Wealth Management's portfolio in Q3 2025, its #17 holding.
  • Brass Tax Wealth Management first reported a position in Microsoft in Q1 2024 and has held it in 7 quarters since.
  • 5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.