Core Wealth Management’s Microsoft MSFT Stock Holding History

Core 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	$534K	Sell	1,432 -94	-6%	-$38K	0.15%	19
2026 Q1	$565K	Buy	1,526 +34	+2%	+$14.2K	0.17%	18
2025 Q4	$722K	Sell	1,492 -57	-4%	-$28.6K	0.22%	18
2025 Q3	$802K	Buy	1,549 +105	+7%	+$53.6K	0.26%	14
2025 Q2	$718K	Sell	1,444 -146	-9%	-$63.4K	0.25%	16
2025 Q1	$597K	Buy	1,590 +66	+4%	+$26.9K	0.23%	19
2024 Q4	$642K	Hold	1,524	–	–	0.25%	14
2024 Q3	$681K	Hold	1,524	–	–	0.28%	12
2024 Q2	$681K	Buy	1,524 +173	+13%	+$73.1K	0.28%	12
2024 Q1	$568K	Buy	1,351 +369	+38%	+$149K	0.25%	13
2023 Q4	$369K	Hold	982	–	–	0.18%	15
2023 Q3	$310K	Sell	982 -357	-27%	-$118K	0.16%	13
2023 Q2	$456K	Sell	1,339 -23	-2%	-$7.21K	0.23%	12
2023 Q1	$393K	Hold	1,362	–	–	0.21%	10
2022 Q4	$327K	Buy	+1,362	New	+$327K	0.18%	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

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

Core Wealth Management reduced its Microsoft (MSFT) stake by 6.2% in Q2 2026, selling an estimated $38K and leaving 1,432 shares worth $534K. The position accounts for 0.15% of the portfolio, ranked #19.

Core Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $802K in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Core Wealth Management held 1,432 shares of Microsoft worth $534K as of Q2 2026.
Core Wealth Management sold 94 Microsoft shares in Q2 2026, an estimated $38K.
Microsoft made up 0.15% of Core Wealth Management's portfolio in Q2 2026, its #19 holding.
Core Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Core Wealth Management's Microsoft position peaked at $802K in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.