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Burton Enright Welch’s Microsoft MSFT Stock Holding History

Burton Enright Welch’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 		$3.1M Sell
8,319
-110
-1% -$44.5K 0.36% 33
2026
Q1 		$3.12M Buy
8,429
+224
+3% +$93.7K 0.42% 27
2025
Q4 		$3.97M Buy
8,205
+342
+4% +$171K 0.56% 23
2025
Q3 		$4.07M Buy
7,863
+305
+4% +$156K 0.61% 22
2025
Q2 		$3.76M Buy
7,558
+980
+15% +$426K 0.65% 22
2025
Q1 		$2.47M Sell
6,578
-64
-1% -$26.1K 0.5% 26
2024
Q4 		$2.8M Buy
6,642
+29
+0.4% +$12.4K 0.59% 25
2024
Q3 		$2.85M Sell
6,613
-29
-0.4% -$12.4K 0.61% 24
2024
Q2 		$2.97M Sell
6,642
-253
-4% -$107K 0.68% 22
2024
Q1 		$2.9M Sell
6,895
-255
-4% -$103K 0.7% 22
2023
Q4 		$2.69M Sell
7,150
-288
-4% -$103K 0.72% 18
2023
Q3 		$2.35M Sell
7,438
-918
-11% -$303K 0.72% 18
2023
Q2 		$2.85M Buy
8,356
+362
+5% +$113K 0.89% 17
2023
Q1 		$2.3M Buy
7,994
+439
+6% +$112K 0.88% 19
2022
Q4 		$1.81M Buy
7,555
+629
+9% +$151K 0.75% 22
2022
Q3 		$1.61M Buy
6,926
+218
+3% +$57.6K 0.8% 21
2022
Q2 		$1.72M Buy
6,708
+221
+3% +$60K 1.04% 19
2022
Q1 		$2M Sell
6,487
-160
-2% -$48.1K 1.1% 17
2021
Q4 		$2.24M Buy
+6,647
New +$2.16M 1.5% 13

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

Burton Enright Welch's MSFT Position: Q2 2026 in Review

Burton Enright Welch reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $44.5K and leaving 8,319 shares worth $3.1M. The position accounts for 0.36% of the portfolio, ranked #33.

Burton Enright Welch first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.07M in Q3 2025. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Burton Enright Welch held 8,319 shares of Microsoft worth $3.1M as of Q2 2026.
  • Burton Enright Welch sold 110 Microsoft shares in Q2 2026, an estimated $44.5K.
  • Microsoft made up 0.36% of Burton Enright Welch's portfolio in Q2 2026, its #33 holding.
  • Burton Enright Welch first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's Microsoft position peaked at $4.07M in Q3 2025.
  • 6,209 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.