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BTS Asset Management’s Microsoft MSFT Stock Holding History

BTS Asset 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 		$564K Buy
+1,512
New +$612K 1.19% 11
2024
Q4 		– Sell
-669
Closed -$288K – 46
2024
Q3 		$288K Buy
+669
New +$286K 0.27% 24

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

BTS Asset Management's MSFT Position: Q2 2026 in Review

BTS Asset Management opened a new position in Microsoft (MSFT) in Q2 2026: 1,512 shares worth $564K. The stake represents 1.19% of the portfolio and ranks #11 among its holdings. This is a return to the name: BTS Asset Management previously reported a position in MSFT as recently as Q3 2024.

BTS Asset Management first reported a position in MSFT in Q3 2024 and has held it in 2 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BTS Asset Management held 1,512 shares of Microsoft worth $564K as of Q2 2026.
  • Microsoft was a new BTS Asset Management position in Q2 2026.
  • Microsoft made up 1.19% of BTS Asset Management's portfolio in Q2 2026, its #11 holding.
  • BTS Asset Management first reported a position in Microsoft in Q3 2024 and has held it in 2 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BTS Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.