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Chicago Wealth Management’s Microsoft MSFT Stock Holding History

Chicago Wealth Management’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 		$555K Hold
1,487
– – 0.2% 47
2026
Q1 		$551K Buy
1,487
+99
+7% +$41.4K 0.22% 45
2025
Q4 		$671K Sell
1,388
-407
-23% -$204K 0.27% 39
2025
Q3 		$930K Buy
1,795
+2
+0.1% +$1.02K 0.41% 29
2025
Q2 		$892K Sell
1,793
-406
-18% -$176K 0.43% 29
2025
Q1 		$826K Sell
2,199
-25
-1% -$10.2K 0.43% 28
2024
Q4 		$938K Sell
2,224
-24
-1% -$10.2K 0.49% 30
2024
Q3 		$967K Sell
2,248
-24
-1% -$10.3K 0.52% 28
2024
Q2 		$1.02M Buy
2,272
+3
+0.1% +$1.27K 0.58% 28
2024
Q1 		$955K Sell
2,269
-100
-4% -$40.5K 0.57% 29
2023
Q4 		$891K Sell
2,369
-27
-1% -$9.61K 0.61% 23
2023
Q3 		$757K Sell
2,396
-2
-0.1% -$661 0.6% 23
2023
Q2 		$817K Sell
2,398
-1,219
-34% -$382K 0.62% 23
2023
Q1 		$1.04M Sell
3,617
-1,288
-26% -$329K 0.83% 22
2022
Q4 		$1.18M Buy
4,905
+3,465
+241% +$832K 1.01% 15
2022
Q3 		$335K Hold
1,440
– – 0.32% 26
2022
Q2 		$370K Buy
1,440
+2
+0.1% +$543 0.33% 24
2022
Q1 		$443K Hold
1,438
– – 0.3% 34
2021
Q4 		$484K Sell
1,438
-30
-2% -$9.73K 0.32% 31
2021
Q3 		$414K Hold
1,468
– – 0.3% 30
2021
Q2 		$398K Sell
1,468
-100
-6% -$25.4K 0.29% 31
2021
Q1 		$370K Buy
+1,568
New +$364K 0.29% 30

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

Chicago Wealth Management's MSFT Position: Q2 2026 in Review

Chicago Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 1,487 shares worth $555K. The position accounts for 0.2% of the portfolio, ranked #47.

Chicago Wealth Management first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.18M in Q4 2022. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Chicago Wealth Management held 1,487 shares of Microsoft worth $555K as of Q2 2026.
  • Chicago Wealth Management left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.2% of Chicago Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Chicago Wealth Management first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • Chicago Wealth Management's Microsoft position peaked at $1.18M in Q4 2022.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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