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BXM Wealth’s Microsoft MSFT Stock Holding History

BXM Wealth’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 		$2.46M Buy
6,588
+1,587
+32% +$642K 1.34% 17
2026
Q1 		$1.85M Sell
5,001
-111,309
-96% -$46.6M 1.43% 17
2025
Q4 		$2.22M Buy
116,310
+112,029
+2,617% +$56.1M 1.71% 16
2025
Q3 		$2.22M Buy
4,281
+812
+23% +$414K 2.1% 12
2025
Q2 		$1.73M Sell
3,469
-352
-9% -$153K 2.05% 11
2025
Q1 		$1.44M Buy
3,821
+627
+20% +$256K 1.73% 18
2024
Q4 		$1.35M Buy
+3,194
New +$1.36M 1.88% 15

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BXM Wealth's MSFT Position: Q2 2026 in Review

BXM Wealth increased its Microsoft (MSFT) stake by 32% in Q2 2026, buying an estimated $642K and bringing the position to 6,588 shares worth $2.46M. The position accounts for 1.34% of the portfolio, ranked #17.

BXM Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 2,179 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BXM Wealth held 6,588 shares of Microsoft worth $2.46M as of Q2 2026.
  • BXM Wealth bought 1,587 Microsoft shares in Q2 2026, an estimated $642K.
  • Microsoft made up 1.34% of BXM Wealth's portfolio in Q2 2026, its #17 holding.
  • BXM Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.