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Consilium Wealth Advisory’s Microsoft MSFT Stock Holding History

Consilium Wealth Advisory’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 		$6.79M Buy
18,196
+1,620
+10% +$655K 2.01% 14
2026
Q1 		$6.14M Buy
16,576
+733
+5% +$307K 2.09% 13
2025
Q4 		$7.66M Buy
15,843
+95
+0.6% +$47.6K 2.83% 11
2025
Q3 		$8.16M Buy
15,748
+762
+5% +$389K 3.15% 9
2025
Q2 		$7.45M Sell
14,986
-35
-0.2% -$15.2K 3.14% 9
2025
Q1 		$5.64M Sell
15,021
-113
-0.7% -$46.1K 2.83% 11
2024
Q4 		$6.38M Sell
15,134
-117
-0.8% -$49.8K 3.04% 8
2024
Q3 		$6.56M Buy
15,251
+422
+3% +$180K 3.58% 7
2024
Q2 		$6.63M Buy
14,829
+327
+2% +$138K 3.62% 7
2024
Q1 		$6.1M Buy
14,502
+409
+3% +$166K 3.43% 8
2023
Q4 		$5.3M Buy
14,093
+796
+6% +$283K 3.19% 10
2023
Q3 		$4.2M Buy
13,297
+482
+4% +$159K 2.94% 9
2023
Q2 		$4.36M Buy
12,815
+1,986
+18% +$622K 3.02% 9
2023
Q1 		$3.12M Sell
10,829
-92
-0.8% -$23.5K 2.66% 12
2022
Q4 		$2.62M Sell
10,921
-1,699
-13% -$408K 2.23% 13
2022
Q3 		$2.94M Buy
12,620
+816
+7% +$215K 3.28% 8
2022
Q2 		$3.03M Buy
11,804
+883
+8% +$240K 3.26% 8
2022
Q1 		$3.37M Sell
10,921
-527
-5% -$159K 2.41% 11
2021
Q4 		$3.85M Buy
+11,448
New +$3.71M 2.49% 10

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

Consilium Wealth Advisory's MSFT Position: Q2 2026 in Review

Consilium Wealth Advisory increased its Microsoft (MSFT) stake by 9.8% in Q2 2026, buying an estimated $655K and bringing the position to 18,196 shares worth $6.79M. The position accounts for 2.01% of the portfolio, ranked #14.

Consilium Wealth Advisory first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.16M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Consilium Wealth Advisory held 18,196 shares of Microsoft worth $6.79M as of Q2 2026.
  • Consilium Wealth Advisory bought 1,620 Microsoft shares in Q2 2026, an estimated $655K.
  • Microsoft made up 2.01% of Consilium Wealth Advisory's portfolio in Q2 2026, its #14 holding.
  • Consilium Wealth Advisory first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Consilium Wealth Advisory's Microsoft position peaked at $8.16M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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