Discipline Wealth Solutions’s Microsoft MSFT Stock Holding History

Discipline Wealth Solutions’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	$2.2M	Buy	5,904 +102	+2%	+$41.3K	0.19%	62
2026 Q1	$2.15M	Buy	5,802 +630	+12%	+$264K	0.23%	60
2025 Q4	$2.5M	Buy	5,172 +831	+19%	+$416K	0.46%	44
2025 Q3	$2.25M	Buy	4,341 +697	+19%	+$356K	0.59%	34
2025 Q2	$1.81M	Buy	3,644 +943	+35%	+$410K	0.69%	27
2025 Q1	$1.01M	Hold	2,701	–	–	0.48%	28
2024 Q4	$1.14M	Buy	2,701 +42	+2%	+$17.9K	0.53%	28
2024 Q3	$1.14M	Buy	2,659 +2,138	+410%	+$914K	0.6%	24
2024 Q2	$233K	Buy	+521	New	+$220K	0.18%	25

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

Discipline Wealth Solutions's MSFT Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Microsoft (MSFT) stake by 1.8% in Q2 2026, buying an estimated $41.3K and bringing the position to 5,904 shares worth $2.2M. The position accounts for 0.19% of the portfolio, ranked #62.

Discipline Wealth Solutions first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.5M in Q4 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Discipline Wealth Solutions held 5,904 shares of Microsoft worth $2.2M as of Q2 2026.
Discipline Wealth Solutions bought 102 Microsoft shares in Q2 2026, an estimated $41.3K.
Microsoft made up 0.19% of Discipline Wealth Solutions's portfolio in Q2 2026, its #62 holding.
Discipline Wealth Solutions first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Discipline Wealth Solutions's Microsoft position peaked at $2.5M in Q4 2025.
6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.