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CFM Wealth Partners’s Microsoft MSFT Stock Holding History

CFM Wealth Partners’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 		$18.4M Sell
49,252
-1,329
-3% -$538K 2.35% 7
2026
Q1 		$18.7M Sell
50,581
-584
-1% -$244K 2.81% 5
2025
Q4 		$24.7M Sell
51,165
-258
-0.5% -$129K 3.57% 4
2025
Q3 		$26.6M Buy
51,423
+981
+2% +$500K 3.87% 4
2025
Q2 		$25.1M Buy
50,442
+242
+0.5% +$105K 3.99% 3
2025
Q1 		$18.8M Buy
50,200
+480
+1% +$196K 3.32% 5
2024
Q4 		$21M Sell
49,720
-91
-0.2% -$38.8K 3.53% 5
2024
Q3 		$21.4M Buy
49,811
+34
+0.1% +$14.5K 3.74% 4
2024
Q2 		$22.2M Buy
49,777
+1,368
+3% +$578K 4.09% 4
2024
Q1 		$20.4M Buy
48,409
+1,345
+3% +$544K 4.09% 3
2023
Q4 		$17.7M Buy
47,064
+184
+0.4% +$65.5K 4% 3
2023
Q3 		$14.8M Buy
46,880
+2,062
+5% +$681K 3.88% 5
2023
Q2 		$15.3M Sell
44,818
-661
-1% -$207K 3.71% 4
2023
Q1 		$13.1M Buy
45,479
+44
+0.1% +$11.2K 3.53% 4
2022
Q4 		$10.9M Sell
45,435
-1,169
-3% -$281K 3.26% 4
2022
Q3 		$10.9M Sell
46,604
-668
-1% -$176K 3.47% 6
2022
Q2 		$12.1M Sell
47,272
-3,275
-6% -$889K 3.64% 5
2022
Q1 		$15.6M Buy
50,547
+730
+1% +$220K 3.73% 5
2021
Q4 		$16.7M Buy
49,817
+1,608
+3% +$521K 3.72% 5
2021
Q3 		$13.6M Buy
48,209
+857
+2% +$249K 3.42% 4
2021
Q2 		$12.8M Buy
47,352
+626
+1% +$159K 3.41% 5
2021
Q1 		$11M Buy
46,726
+507
+1% +$118K 3.32% 5
2020
Q4 		$10.3M Buy
46,219
+2,662
+6% +$572K 3.28% 4
2020
Q3 		$9.16M Buy
43,557
+1,769
+4% +$372K 3.34% 5
2020
Q2 		$8.5M Buy
41,788
+1,020
+3% +$185K 3.23% 3
2020
Q1 		$6.43M Buy
40,768
+5,169
+15% +$850K 2.99% 4
2019
Q4 		$5.92M Buy
+35,599
New +$5.23M 2.18% 11

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CFM Wealth Partners's MSFT Position: Q2 2026 in Review

CFM Wealth Partners reduced its Microsoft (MSFT) stake by 2.6% in Q2 2026, selling an estimated $538K and leaving 49,252 shares worth $18.4M. The position accounts for 2.35% of the portfolio, ranked #7.

CFM Wealth Partners first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $26.6M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • CFM Wealth Partners held 49,252 shares of Microsoft worth $18.4M as of Q2 2026.
  • CFM Wealth Partners sold 1,329 Microsoft shares in Q2 2026, an estimated $538K.
  • Microsoft made up 2.35% of CFM Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • CFM Wealth Partners first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Microsoft position peaked at $26.6M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.