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Buckingham Strategic Wealth’s Microsoft MSFT Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$5.92K Buy
+100
New +$42.2K ﹤0.01% 771

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Buckingham Strategic Wealth's MSFT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Microsoft (MSFT) stake by 2.3% in Q2 2024, buying an estimated $1.88M and bringing the position to 200,865 shares worth $89.8M. The position accounts for 0.93% of the portfolio, ranked #21.

Buckingham Strategic Wealth first reported a position in MSFT in Q2 2013 and has held it in 45 quarters since. 5,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2024.

  • Buckingham Strategic Wealth held 200,865 shares of Microsoft worth $89.8M as of Q2 2024.
  • Buckingham Strategic Wealth bought 4,458 Microsoft shares in Q2 2024, an estimated $1.88M.
  • Microsoft made up 0.93% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #21 holding.
  • Buckingham Strategic Wealth first reported a position in Microsoft in Q2 2013 and has held it in 45 quarters since.
  • 5,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.