Correct Capital Wealth Management’s Microsoft MSFT Stock Holding History

Correct Capital 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	$6.46M	Buy	17,311 +1,000	+6%	+$405K	1.11%	14
2026 Q1	$6.04M	Buy	16,311 +4,289	+36%	+$1.79M	1.13%	17
2025 Q4	$5.81M	Buy	12,022 +3,164	+36%	+$1.59M	1.09%	14
2025 Q3	$4.59M	Buy	8,858 +227	+3%	+$116K	0.76%	21
2025 Q2	$4.29M	Buy	8,631 +584	+7%	+$254K	0.63%	19
2025 Q1	$3.02M	Buy	8,047 +94	+1%	+$38.3K	0.49%	18
2024 Q4	$3.35M	Buy	7,953 +144	+2%	+$61.3K	0.67%	16
2024 Q3	$3.36M	Buy	7,809 +550	+8%	+$235K	0.74%	17
2024 Q2	$3.24M	Buy	7,259 +1,170	+19%	+$494K	0.76%	18
2024 Q1	$2.56M	Buy	6,089 +650	+12%	+$263K	0.59%	23
2023 Q4	$2.05M	Buy	+5,439	New	+$1.94M	0.52%	23

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

Correct Capital Wealth Management's MSFT Position: Q2 2026 in Review

Correct Capital Wealth Management increased its Microsoft (MSFT) stake by 6.1% in Q2 2026, buying an estimated $405K and bringing the position to 17,311 shares worth $6.46M. The position accounts for 1.11% of the portfolio, ranked #14.

Correct Capital Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Correct Capital Wealth Management held 17,311 shares of Microsoft worth $6.46M as of Q2 2026.
Correct Capital Wealth Management bought 1,000 Microsoft shares in Q2 2026, an estimated $405K.
Microsoft made up 1.11% of Correct Capital Wealth Management's portfolio in Q2 2026, its #14 holding.
Correct Capital Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.