Bright Futures Wealth Management’s Microsoft MSFT Stock Holding History

Bright Futures 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	$1.16M	Buy	3,100 +290	+10%	+$117K	0.75%	39
2026 Q1	$1.04M	Buy	2,810 +132	+5%	+$55.2K	0.71%	48
2025 Q4	$1.3M	Buy	2,678 +70	+3%	+$35.1K	0.96%	33
2025 Q3	$1.35M	Buy	+2,608	New	+$1.33M	1.06%	29
2025 Q1	$819K	Sell	2,282 -448	-16%	-$183K	0.9%	36
2024 Q4	$1.21M	Sell	2,730 -3,336	-55%	-$1.42M	1.07%	26
2024 Q3	$2.62M	Sell	6,066 -136	-2%	-$58.1K	1.27%	16
2024 Q2	$2.53M	Sell	6,202 -21	-0.3%	-$8.87K	1.37%	16
2024 Q1	$2.82M	Buy	+6,223	New	+$2.52M	1.52%	11

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bright Futures Wealth Management's MSFT Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $117K and bringing the position to 3,100 shares worth $1.16M. The position accounts for 0.75% of the portfolio, ranked #39.

Bright Futures Wealth Management first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.82M in Q1 2024. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Bright Futures Wealth Management held 3,100 shares of Microsoft worth $1.16M as of Q2 2026.
Bright Futures Wealth Management bought 290 Microsoft shares in Q2 2026, an estimated $117K.
Microsoft made up 0.75% of Bright Futures Wealth Management's portfolio in Q2 2026, its #39 holding.
Bright Futures Wealth Management first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Microsoft position peaked at $2.82M in Q1 2024.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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