Comprehensive Money Management Services’s Microsoft MSFT Stock Holding History

Comprehensive Money Management Services’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	$583K	Sell	1,563 -47	-3%	-$19K	0.37%	94
2026 Q1	$596K	Buy	1,610 +15	+0.9%	+$6.28K	0.39%	89
2025 Q4	$771K	Hold	1,595	–	–	0.53%	65
2025 Q3	$826K	Hold	1,595	–	–	0.58%	55
2025 Q2	$793K	Sell	1,595 -60	-4%	-$26.1K	0.6%	57
2025 Q1	$621K	Buy	1,655 +60	+4%	+$24.5K	0.5%	71
2024 Q4	$672K	Buy	+1,595	New	+$679K	0.55%	61

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 $3.38T AUM 44.17% 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

Comprehensive Money Management Services's MSFT Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Microsoft (MSFT) stake by 2.9% in Q2 2026, selling an estimated $19K and leaving 1,563 shares worth $583K. The position accounts for 0.37% of the portfolio, ranked #94.

Comprehensive Money Management Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $826K in Q3 2025. 6,263 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Comprehensive Money Management Services held 1,563 shares of Microsoft worth $583K as of Q2 2026.
Comprehensive Money Management Services sold 47 Microsoft shares in Q2 2026, an estimated $19K.
Microsoft made up 0.37% of Comprehensive Money Management Services's portfolio in Q2 2026, its #94 holding.
Comprehensive Money Management Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's Microsoft position peaked at $826K in Q3 2025.
6,263 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.