Chokshi & Queen Wealth Advisors’s Microsoft MSFT Stock Holding History

Chokshi & Queen Wealth Advisors’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	$2.2M	Buy	5,892 +400	+7%	+$162K	1.02%	13
2026 Q1	$2.03M	Buy	5,492 +125	+2%	+$52.3K	1.09%	15
2025 Q4	$2.6M	Buy	5,367 +507	+10%	+$254K	1.36%	13
2025 Q3	$2.52M	Buy	4,860 +59	+1%	+$30.1K	1.33%	14
2025 Q2	$2.39M	Sell	4,801 -60	-1%	-$26.1K	1.37%	14
2025 Q1	$1.82M	Sell	4,861 -1,055	-18%	-$430K	1.11%	16
2024 Q4	$2.49M	Buy	+5,916	New	+$2.52M	1.55%	13

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

Chokshi & Queen Wealth Advisors's MSFT Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its Microsoft (MSFT) stake by 7.3% in Q2 2026, buying an estimated $162K and bringing the position to 5,892 shares worth $2.2M. The position accounts for 1.02% of the portfolio, ranked #13.

Chokshi & Queen Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.6M in Q4 2025. 6,228 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Chokshi & Queen Wealth Advisors held 5,892 shares of Microsoft worth $2.2M as of Q2 2026.
Chokshi & Queen Wealth Advisors bought 400 Microsoft shares in Q2 2026, an estimated $162K.
Microsoft made up 1.02% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Chokshi & Queen Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Chokshi & Queen Wealth Advisors's Microsoft position peaked at $2.6M in Q4 2025.
6,228 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.