Cornerstone Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.8M | Buy |
82,562
+4,270
| +5% | +$1.73M | 1.32% | 7 |
|
|
2026
Q1 | $29M | Buy |
78,292
+4,129
| +6% | +$1.73M | 1.45% | 7 |
|
|
2025
Q4 | $35.9M | Buy |
74,163
+4,179
| +6% | +$2.09M | 1.87% | 7 |
|
|
2025
Q3 | $36.2M | Buy |
69,984
+1,938
| +3% | +$989K | 2% | 7 |
|
|
2025
Q2 | $33.8M | Buy |
68,046
+2,729
| +4% | +$1.19M | 2.05% | 7 |
|
|
2025
Q1 | $24.5M | Sell |
65,317
-45
| -0.1% | -$18.3K | 1.66% | 7 |
|
|
2024
Q4 | $27.6M | Buy |
65,362
+1,997
| +3% | +$851K | 1.86% | 7 |
|
|
2024
Q3 | $27.3M | Buy |
63,365
+2,749
| +5% | +$1.18M | 1.92% | 7 |
|
|
2024
Q2 | $27.1M | Buy |
60,616
+471
| +0.8% | +$199K | 2.08% | 7 |
|
|
2024
Q1 | $25.3M | Buy |
60,145
+524
| +0.9% | +$212K | 2.05% | 6 |
|
|
2023
Q4 | $22.4M | Sell |
59,621
-1,650
| -3% | -$587K | 1.93% | 6 |
|
|
2023
Q3 | $19.3M | Buy |
61,271
+2,003
| +3% | +$662K | 1.83% | 7 |
|
|
2023
Q2 | $20.2M | Buy |
59,268
+2,211
| +4% | +$693K | 1.8% | 9 |
|
|
2023
Q1 | $16.4M | Buy |
+57,057
| New | +$14.6M | 1.62% | 10 |
|
|
2022
Q3 | $13.2M | Buy |
56,519
+1,084
| +2% | +$286K | 1.47% | 11 |
|
|
2022
Q2 | $14.2M | Buy |
55,435
+2,156
| +4% | +$585K | 1.58% | 12 |
|
|
2022
Q1 | $16.4M | Sell |
53,279
-504
| -0.9% | -$152K | 1.6% | 12 |
|
|
2021
Q4 | $18.1M | Buy |
53,783
+3,197
| +6% | +$1.04M | 1.72% | 9 |
|
|
2021
Q3 | $14.3M | Buy |
50,586
+1,543
| +3% | +$449K | 1.52% | 13 |
|
|
2021
Q2 | $13.3M | Sell |
49,043
-165
| -0.3% | -$41.9K | 1.4% | 12 |
|
|
2021
Q1 | $11.6M | Buy |
49,208
+987
| +2% | +$229K | 1.37% | 12 |
|
|
2020
Q4 | $10.7M | Sell |
48,221
-229
| -0.5% | -$49.2K | 1.35% | 14 |
|
|
2020
Q3 | $10.2M | Sell |
48,450
-1,079
| -2% | -$227K | 1.51% | 12 |
|
|
2020
Q2 | $10.1M | Sell |
49,529
-645
| -1% | -$117K | 1.63% | 11 |
|
|
2020
Q1 | $7.91M | Buy |
50,174
+2,528
| +5% | +$416K | 1.53% | 13 |
|
|
2019
Q4 | $7.51M | Buy |
47,646
+1,304
| +3% | +$192K | 1.22% | 18 |
|
|
2019
Q3 | $6.44M | Buy |
46,342
+100
| +0.2% | +$13.8K | 1.14% | 20 |
|
|
2019
Q2 | $6.18M | Sell |
46,242
-12,192
| -21% | -$1.55M | 1.11% | 18 |
|
|
2019
Q1 | $7.25M | Buy |
58,434
+15,359
| +36% | +$1.68M | 0.88% | 21 |
|
|
2018
Q4 | $4.37M | Sell |
43,075
-2,581,049
| -98% | -$276M | 0.93% | 20 |
|
|
2018
Q3 | $34.4M | Sell |
2,624,124
-1,037,269
| -28% | -$112M | 0.43% | 47 |
|
|
2018
Q2 | $36.6M | Buy |
3,661,393
+3,626,290
| +10,330% | +$351M | 0.41% | 52 |
|
|
2018
Q1 | $3.12M | Sell |
35,103
-1,103
| -3% | -$101K | 0.59% | 30 |
|
|
2017
Q4 | $3.2M | Buy |
36,206
+1,810
| +5% | +$148K | 0.6% | 32 |
|
|
2017
Q3 | $2.63M | Buy |
34,396
+1,781
| +5% | +$130K | 0.55% | 32 |
|
|
2017
Q2 | $2.27M | Buy |
32,615
+4,151
| +15% | +$285K | 0.51% | 34 |
|
|
2017
Q1 | $1.87M | Buy |
28,464
+5,140
| +22% | +$329K | 0.46% | 38 |
|
|
2016
Q4 | $1.46M | Buy |
23,324
+6,230
| +36% | +$375K | 0.47% | 40 |
|
|
2016
Q3 | $979K | Buy |
+17,094
| New | +$965K | 0.36% | 50 |
|
Other funds holding MSFT
UBP
LMFP
PAM
Cornerstone Wealth Management's MSFT Position: Q2 2026 in Review
Cornerstone Wealth Management increased its Microsoft (MSFT) stake by 5.5% in Q2 2026, buying an estimated $1.73M and bringing the position to 82,562 shares worth $30.8M. The position accounts for 1.32% of the portfolio, ranked #7.
Cornerstone Wealth Management first reported a position in MSFT in Q3 2016 and has held it in 39 quarters since. The position peaked at $36.6M in Q2 2018. 1,695 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Cornerstone Wealth Management held 82,562 shares of Microsoft worth $30.8M as of Q2 2026.
- Cornerstone Wealth Management bought 4,270 Microsoft shares in Q2 2026, an estimated $1.73M.
- Microsoft made up 1.32% of Cornerstone Wealth Management's portfolio in Q2 2026, its #7 holding.
- Cornerstone Wealth Management first reported a position in Microsoft in Q3 2016 and has held it in 39 quarters since.
- Cornerstone Wealth Management's Microsoft position peaked at $36.6M in Q2 2018.
- 1,695 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.