Center for Wealth Management Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Center for Wealth Management Advisory's MSFT Position: Q2 2026 in Review
Center for Wealth Management Advisory increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $233K and bringing the position to 5,734 shares worth $2.14M. The position accounts for 1.34% of the portfolio, ranked #15.
Center for Wealth Management Advisory first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Center for Wealth Management Advisory held 5,734 shares of Microsoft worth $2.14M as of Q2 2026.
- Center for Wealth Management Advisory bought 576 Microsoft shares in Q2 2026, an estimated $233K.
- Microsoft made up 1.34% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #15 holding.
- Center for Wealth Management Advisory first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
- Center for Wealth Management Advisory's Microsoft position peaked at $2.25M in Q4 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.