Brown Miller Wealth Management
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Brown Miller Wealth Management’s Microsoft MSFT Stock Holding History

Brown Miller 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
Q3 		$22.1M Sell
43,172
-41
-0.1% -$19K 5.39% 3
2026
Q2 		$16.1M Buy
43,213
+637
+1% +$258K 4.06% 3
2026
Q1 		$15.8M Buy
42,576
+1,616
+4% +$676K 4.48% 3
2025
Q4 		$19.8M Buy
40,960
+115
+0.3% +$57.6K 5.47% 3
2025
Q3 		$21.2M Buy
40,845
+340
+0.8% +$173K 6% 3
2025
Q2 		$20.1M Buy
40,505
+37
+0.1% +$16.1K 6.26% 3
2025
Q1 		$15.2M Buy
40,468
+2,229
+6% +$909K 5.26% 3
2024
Q4 		$16.1M Sell
38,239
-531
-1% -$226K 6.18% 3
2024
Q3 		$16.7M Buy
38,770
+650
+2% +$278K 6.48% 3
2024
Q2 		$17M Buy
38,120
+307
+0.8% +$130K 7.08% 3
2024
Q1 		$15.9M Buy
37,813
+503
+1% +$204K 7.01% 3
2023
Q4 		$14M Buy
37,310
+620
+2% +$221K 7.01% 3
2023
Q3 		$11.6M Buy
36,690
+381
+1% +$126K 6.47% 3
2023
Q2 		$12.4M Sell
36,309
-107
-0.3% -$33.5K 6.67% 3
2023
Q1 		$10.5M Buy
36,416
+34
+0.1% +$8.67K 6.21% 2
2022
Q4 		$8.73M Buy
36,382
+556
+2% +$133K 5.52% 2
2022
Q3 		$8.34M Buy
35,826
+972
+3% +$257K 5.92% 2
2022
Q2 		$8.95M Buy
34,854
+1,076
+3% +$292K 6.09% 2
2022
Q1 		$10.4M Buy
33,778
+268
+0.8% +$80.6K 6.02% 2
2021
Q4 		$11.3M Sell
33,510
-1,569
-4% -$509K 6.45% 2
2021
Q3 		$9.9M Buy
35,079
+114
+0.3% +$33.2K 6.21% 2
2021
Q2 		$9.47M Buy
34,965
+245
+0.7% +$62.3K 6.05% 2
2021
Q1 		$8.19M Buy
34,720
+635
+2% +$147K 5.79% 2
2020
Q4 		$7.58M Buy
+34,085
New +$7.33M 5.69% 2

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Brown Miller Wealth Management's MSFT Position: Q3 2026 in Review

Brown Miller Wealth Management reduced its Microsoft (MSFT) stake by 0.09% in Q3 2026, selling an estimated $19K and leaving 43,172 shares worth $22.1M. The position accounts for 5.39% of the portfolio, ranked #3.

Brown Miller Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Brown Miller Wealth Management held 43,172 shares of Microsoft worth $22.1M as of Q3 2026.
  • Brown Miller Wealth Management sold 41 Microsoft shares in Q3 2026, an estimated $19K.
  • Microsoft made up 5.39% of Brown Miller Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Brown Miller Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Brown Miller Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.