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Channel Wealth’s Microsoft MSFT Stock Holding History

Channel Wealth’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 		$14.8M Buy
39,634
+5,881
+17% +$2.38M 3.32% 7
2026
Q1 		$12.5M Buy
33,753
+4,804
+17% +$2.01M 3.03% 6
2025
Q4 		$14M Buy
28,949
+1,098
+4% +$550K 3.54% 4
2025
Q3 		$14.4M Buy
27,851
+344
+1% +$175K 3.86% 3
2025
Q2 		$13.7M Buy
27,507
+44
+0.2% +$19.1K 3.87% 2
2025
Q1 		$10.3M Buy
27,463
+1,300
+5% +$530K 3.2% 4
2024
Q4 		$11M Buy
26,163
+4,002
+18% +$1.7M 3.59% 3
2024
Q3 		$9.54M Buy
22,161
+2,018
+10% +$863K 3.14% 3
2024
Q2 		$9M Buy
20,143
+1,040
+5% +$439K 3.26% 3
2024
Q1 		$8.04M Buy
19,103
+295
+2% +$119K 3.23% 3
2023
Q4 		$7.07M Buy
18,808
+1,704
+10% +$607K 3.34% 3
2023
Q3 		$5.4M Buy
17,104
+790
+5% +$261K 3.02% 3
2023
Q2 		$5.56M Buy
16,314
+212
+1% +$66.4K 3.19% 2
2023
Q1 		$4.64M Buy
+16,102
New +$4.11M 2.99% 2

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

Channel Wealth's MSFT Position: Q2 2026 in Review

Channel Wealth increased its Microsoft (MSFT) stake by 17% in Q2 2026, buying an estimated $2.38M and bringing the position to 39,634 shares worth $14.8M. The position accounts for 3.32% of the portfolio, ranked #7.

Channel Wealth first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Channel Wealth held 39,634 shares of Microsoft worth $14.8M as of Q2 2026.
  • Channel Wealth bought 5,881 Microsoft shares in Q2 2026, an estimated $2.38M.
  • Microsoft made up 3.32% of Channel Wealth's portfolio in Q2 2026, its #7 holding.
  • Channel Wealth first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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