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BWM Planning’s Microsoft MSFT Stock Holding History

BWM Planning’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 		$1.13M Buy
3,034
+626
+26% +$253K 0.26% 47
2026
Q1 		$891K Buy
2,408
+6
+0.2% +$2.51K 0.24% 49
2025
Q4 		$1.16M Buy
2,402
+89
+4% +$44.6K 0.31% 44
2025
Q3 		$1.2M Buy
2,313
+221
+11% +$113K 0.36% 40
2025
Q2 		$1.04M Buy
2,092
+107
+5% +$46.5K 0.36% 40
2025
Q1 		$745K Buy
1,985
+16
+0.8% +$6.52K 0.32% 46
2024
Q4 		$830K Sell
1,969
-95
-5% -$40.5K 0.36% 45
2024
Q3 		$888K Buy
+2,064
New +$882K 0.39% 46

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

BWM Planning's MSFT Position: Q2 2026 in Review

BWM Planning increased its Microsoft (MSFT) stake by 26% in Q2 2026, buying an estimated $253K and bringing the position to 3,034 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #47.

BWM Planning first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BWM Planning held 3,034 shares of Microsoft worth $1.13M as of Q2 2026.
  • BWM Planning bought 626 Microsoft shares in Q2 2026, an estimated $253K.
  • Microsoft made up 0.26% of BWM Planning's portfolio in Q2 2026, its #47 holding.
  • BWM Planning first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • BWM Planning's Microsoft position peaked at $1.2M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.