Cannon Wealth Management Services’s Microsoft MSFT Stock Holding History

Cannon Wealth Management Services’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	$1.91M	Buy	5,127 +474	+10%	+$192K	1.05%	26
2026 Q1	$1.72M	Buy	4,653 +40	+0.9%	+$16.7K	1.17%	23
2025 Q4	$2.23M	Sell	4,613 -14	-0.3%	-$7.02K	1.57%	20
2025 Q3	$2.4M	Sell	4,627 -61	-1%	-$31.1K	1.81%	16
2025 Q2	$2.33M	Buy	4,688 +172	+4%	+$74.7K	1.91%	15
2025 Q1	$1.96M	Sell	4,516 -382	-8%	-$156K	1.75%	18
2024 Q4	$2.01M	Buy	4,898 +127	+3%	+$54.1K	1.74%	19
2024 Q3	$2.05M	Buy	+4,771	New	+$2.04M	1.88%	19

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

Cannon Wealth Management Services's MSFT Position: Q2 2026 in Review

Cannon Wealth Management Services increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $192K and bringing the position to 5,127 shares worth $1.91M. The position accounts for 1.05% of the portfolio, ranked #26.

Cannon Wealth Management Services first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.4M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Cannon Wealth Management Services held 5,127 shares of Microsoft worth $1.91M as of Q2 2026.
Cannon Wealth Management Services bought 474 Microsoft shares in Q2 2026, an estimated $192K.
Microsoft made up 1.05% of Cannon Wealth Management Services's portfolio in Q2 2026, its #26 holding.
Cannon Wealth Management Services first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
Cannon Wealth Management Services's Microsoft position peaked at $2.4M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.