Curry Webb Wealth Management’s Microsoft MSFT Stock Holding History

Curry Webb 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	$443K	Buy	1,186 +29	+3%	+$11.7K	0.18%	50
2026 Q1	$428K	Sell	1,157 -43	-4%	-$18K	0.2%	49
2025 Q4	$580K	Buy	+1,200	New	+$601K	0.29%	45

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

Curry Webb Wealth Management's MSFT Position: Q2 2026 in Review

Curry Webb Wealth Management increased its Microsoft (MSFT) stake by 2.5% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,186 shares worth $443K. The position accounts for 0.18% of the portfolio, ranked #50.

Curry Webb Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $580K in Q4 2025. 6,246 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Curry Webb Wealth Management held 1,186 shares of Microsoft worth $443K as of Q2 2026.
Curry Webb Wealth Management bought 29 Microsoft shares in Q2 2026, an estimated $11.7K.
Microsoft made up 0.18% of Curry Webb Wealth Management's portfolio in Q2 2026, its #50 holding.
Curry Webb Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
Curry Webb Wealth Management's Microsoft position peaked at $580K in Q4 2025.
6,246 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.