TWML
MSFT icon

Todd Wealth Management, LLC’s Microsoft MSFT Stock Holding History

Todd Wealth Management, LLC’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 		$1.87M Buy
5,019
+1,177
+31% +$476K 1.42% 22
2026
Q1 		$1.42M Buy
3,842
+108
+3% +$45.2K 1.29% 23
2025
Q4 		$1.81M Buy
+3,734
New +$1.87M 1.63% 20

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Todd Wealth Management, LLC's MSFT Position: Q2 2026 in Review

Todd Wealth Management, LLC increased its Microsoft (MSFT) stake by 31% in Q2 2026, buying an estimated $476K and bringing the position to 5,019 shares worth $1.87M. The position accounts for 1.42% of the portfolio, ranked #22.

Todd Wealth Management, LLC first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Todd Wealth Management, LLC held 5,019 shares of Microsoft worth $1.87M as of Q2 2026.
  • Todd Wealth Management, LLC bought 1,177 Microsoft shares in Q2 2026, an estimated $476K.
  • Microsoft made up 1.42% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #22 holding.
  • Todd Wealth Management, LLC first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.