Code Waechter’s Microsoft MSFT Stock Holding History

Code Waechter’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	$1.99M	Buy	5,343 +196	+4%	+$79.3K	1.03%	19
2026 Q1	$1.91M	Buy	5,147 +362	+8%	+$151K	1.13%	17
2025 Q4	$2.31M	Sell	4,785 -33	-0.7%	-$16.5K	1.49%	13
2025 Q3	$2.47M	Buy	4,818 +205	+4%	+$105K	1.61%	14
2025 Q2	$2.29M	Buy	4,613 +99	+2%	+$43K	1.63%	13
2025 Q1	$1.7M	Sell	4,514 -410	-8%	-$167K	1.39%	17
2024 Q4	$2.08M	Sell	4,924 -114	-2%	-$48.6K	1.81%	14
2024 Q3	$2.17M	Buy	+5,038	New	+$2.15M	2.07%	10

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

Code Waechter's MSFT Position: Q2 2026 in Review

Code Waechter increased its Microsoft (MSFT) stake by 3.8% in Q2 2026, buying an estimated $79.3K and bringing the position to 5,343 shares worth $1.99M. The position accounts for 1.03% of the portfolio, ranked #19.

Code Waechter first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.47M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Code Waechter held 5,343 shares of Microsoft worth $1.99M as of Q2 2026.
Code Waechter bought 196 Microsoft shares in Q2 2026, an estimated $79.3K.
Microsoft made up 1.03% of Code Waechter's portfolio in Q2 2026, its #19 holding.
Code Waechter first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
Code Waechter's Microsoft position peaked at $2.47M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.