Brown Miller Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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
$9.89M 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

Brown Miller Wealth Management's MSFT Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $258K and bringing the position to 43,213 shares worth $16.1M. The position accounts for 4.06% of the portfolio, ranked #3.

Brown Miller Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.2M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Brown Miller Wealth Management held 43,213 shares of Microsoft worth $16.1M as of Q2 2026.
  • Brown Miller Wealth Management bought 637 Microsoft shares in Q2 2026, an estimated $258K.
  • Microsoft made up 4.06% of Brown Miller Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Brown Miller Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Brown Miller Wealth Management's Microsoft position peaked at $21.2M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.