DWM
MSFT icon

David Wealth Management’s Microsoft MSFT Stock Holding History

David 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
2025
Q2 		$449K Buy
904
+165
+22% +$71.7K 0.33% 29
2025
Q1 		$278K Sell
739
-8
-1% -$3.26K 0.23% 40
2024
Q4 		$315K Buy
+747
New +$318K 0.26% 35

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

David Wealth Management's MSFT Position: Q2 2025 in Review

David Wealth Management increased its Microsoft (MSFT) stake by 22% in Q2 2025, buying an estimated $71.7K and bringing the position to 904 shares worth $449K. The position accounts for 0.33% of the portfolio, ranked #29.

David Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 3 quarters since. 5,825 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • David Wealth Management held 904 shares of Microsoft worth $449K as of Q2 2025.
  • David Wealth Management bought 165 Microsoft shares in Q2 2025, an estimated $71.7K.
  • Microsoft made up 0.33% of David Wealth Management's portfolio in Q2 2025, its #29 holding.
  • David Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 3 quarters since.
  • 5,825 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.