CWA Asset Management Group’s Microsoft MSFT Stock Holding History

CWA Asset Management Group’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	$74.6K	Hold	200	–	–	﹤0.01%	693
2026 Q1	$74K	Buy	+200	New	+$83.7K	﹤0.01%	648

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

CWA Asset Management Group's MSFT Position: Q2 2026 in Review

CWA Asset Management Group increased its Microsoft (MSFT) stake by 2.6% in Q2 2026, buying an estimated $2.09M and bringing the position to 206,608 shares worth $77.1M. The position accounts for 2.35% of the portfolio, ranked #3.

CWA Asset Management Group first reported a position in MSFT in Q4 2015 and has held it in 42 quarters since. The position peaked at $106M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

CWA Asset Management Group held 206,608 shares of Microsoft worth $77.1M as of Q2 2026.
CWA Asset Management Group bought 5,156 Microsoft shares in Q2 2026, an estimated $2.09M.
Microsoft made up 2.35% of CWA Asset Management Group's portfolio in Q2 2026, its #3 holding.
CWA Asset Management Group first reported a position in Microsoft in Q4 2015 and has held it in 42 quarters since.
CWA Asset Management Group's Microsoft position peaked at $106M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.