Bulwark Capital’s Microsoft MSFT Stock Holding History

Bulwark Capital’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	$147K	Hold	394	–	–	0.08%	58
2026 Q1	$146K	Buy	394 +227	+136%	+$95K	0.09%	56
2025 Q4	$80.8K	Buy	167 +103	+161%	+$51.6K	0.06%	61
2025 Q3	$33.1K	Hold	64	–	–	0.03%	72
2025 Q2	$31.8K	Buy	+64	New	+$27.8K	0.03%	69

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

Bulwark Capital's MSFT Position: Q2 2026 in Review

Bulwark Capital held its Microsoft (MSFT) position steady in Q2 2026 at 394 shares worth $147K. The position accounts for 0.08% of the portfolio, ranked #58.

Bulwark Capital first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Bulwark Capital held 394 shares of Microsoft worth $147K as of Q2 2026.
Bulwark Capital left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.08% of Bulwark Capital's portfolio in Q2 2026, its #58 holding.
Bulwark Capital first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.