Bullock Wealth Management’s Microsoft MSFT Stock Holding History

Bullock 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	$4.16M	Buy	+10,819	New	+$4.38M	1.8%	6

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

Bullock Wealth Management's MSFT Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in Microsoft (MSFT) in Q2 2026: 10,819 shares worth $4.16M. The stake represents 1.8% of the portfolio and ranks #6 among its holdings.

6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Bullock Wealth Management held 10,819 shares of Microsoft worth $4.16M as of Q2 2026.
Microsoft was a new Bullock Wealth Management position in Q2 2026.
Microsoft made up 1.8% of Bullock Wealth Management's portfolio in Q2 2026, its #6 holding.
6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.