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Burling Wealth Partners’s Microsoft MSFT Stock Holding History

Burling Wealth Partners’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 		$26.5M Sell
71,131
-324
-0.5% -$131K 3.88% 5
2026
Q1 		$26.5M Sell
71,455
-294
-0.4% -$123K 4.28% 2
2025
Q4 		$34.7M Buy
71,749
+4,337
+6% +$2.17M 5.39% 2
2025
Q3 		$34.9M Buy
67,412
+1,067
+2% +$544K 5.78% 1
2025
Q2 		$33M Buy
66,345
+3,245
+5% +$1.41M 6.09% 1
2025
Q1 		$23.7M Buy
63,100
+1,178
+2% +$480K 4.99% 2
2024
Q4 		$26.1M Buy
+61,922
New +$26.4M 5.33% 2

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

Burling Wealth Partners's MSFT Position: Q2 2026 in Review

Burling Wealth Partners reduced its Microsoft (MSFT) stake by 0.45% in Q2 2026, selling an estimated $131K and leaving 71,131 shares worth $26.5M. The position accounts for 3.88% of the portfolio, ranked #5.

Burling Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.9M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Burling Wealth Partners held 71,131 shares of Microsoft worth $26.5M as of Q2 2026.
  • Burling Wealth Partners sold 324 Microsoft shares in Q2 2026, an estimated $131K.
  • Microsoft made up 3.88% of Burling Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Burling Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Microsoft position peaked at $34.9M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.