Causey Wealth LLC’s Microsoft MSFT Stock Holding History

Causey Wealth LLC’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	$1.69M	Buy	4,527 +5	+0.1%	+$2.02K	0.66%	34
2026 Q1	$1.67M	Buy	4,522 +228	+5%	+$95.4K	0.71%	32
2025 Q4	$2.08M	Buy	4,294 +1,062	+33%	+$532K	0.94%	30
2025 Q3	$1.67M	Sell	3,232 -72	-2%	-$36.7K	0.82%	29
2025 Q2	$1.64M	Buy	3,304 +56	+2%	+$24.3K	0.84%	29
2025 Q1	$1.22M	Buy	3,248 +3	+0.1%	+$1.22K	0.68%	33
2024 Q4	$1.37M	Buy	+3,245	New	+$1.38M	0.8%	33

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

Causey Wealth LLC's MSFT Position: Q2 2026 in Review

Causey Wealth LLC increased its Microsoft (MSFT) stake by 0.11% in Q2 2026, buying an estimated $2.02K and bringing the position to 4,527 shares worth $1.69M. The position accounts for 0.66% of the portfolio, ranked #34.

Causey Wealth LLC first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.08M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Causey Wealth LLC held 4,527 shares of Microsoft worth $1.69M as of Q2 2026.
Causey Wealth LLC bought 5 Microsoft shares in Q2 2026, an estimated $2.02K.
Microsoft made up 0.66% of Causey Wealth LLC's portfolio in Q2 2026, its #34 holding.
Causey Wealth LLC first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's Microsoft position peaked at $2.08M in Q4 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.