Campbell Deegan Wealth Management’s Microsoft MSFT Stock Holding History

Campbell Deegan Wealth Management’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	$1.75M	Buy	4,681 +325	+7%	+$131K	1.24%	10
2026 Q1	$1.61M	Buy	4,356 +51	+1%	+$21.3K	1.29%	10
2025 Q4	$2.08M	Sell	4,305 -4	-0.1%	-$2K	1.68%	11
2025 Q3	$2.23M	Buy	4,309 +12	+0.3%	+$6.12K	1.99%	9
2025 Q2	$2.14M	Sell	4,297 -121	-3%	-$52.5K	2.1%	7
2025 Q1	$1.66M	Sell	4,418 -330	-7%	-$135K	1.91%	9
2024 Q4	$2M	Buy	+4,748	New	+$2.02M	2.4%	7

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

Campbell Deegan Wealth Management's MSFT Position: Q2 2026 in Review

Campbell Deegan Wealth Management increased its Microsoft (MSFT) stake by 7.5% in Q2 2026, buying an estimated $131K and bringing the position to 4,681 shares worth $1.75M. The position accounts for 1.24% of the portfolio, ranked #10.

Campbell Deegan Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Campbell Deegan Wealth Management held 4,681 shares of Microsoft worth $1.75M as of Q2 2026.
Campbell Deegan Wealth Management bought 325 Microsoft shares in Q2 2026, an estimated $131K.
Microsoft made up 1.24% of Campbell Deegan Wealth Management's portfolio in Q2 2026, its #10 holding.
Campbell Deegan Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Campbell Deegan Wealth Management's Microsoft position peaked at $2.23M in Q3 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.