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DWM Financial Group’s Microsoft MSFT Stock Holding History

DWM Financial 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 		$408K Buy
+844
New +$341K 0.36% 26
2020
Q2 		– Sell
-4,944
Closed -$780K – 30
2020
Q1 		$780K Buy
+4,944
New +$813K 1.71% 10

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 $3.37T AUM 44.26% 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

DWM Financial Group's MSFT Position: Q2 2026 in Review

DWM Financial Group opened a new position in Microsoft (MSFT) in Q2 2026: 844 shares worth $408K. The stake represents 0.36% of the portfolio and ranks #26 among its holdings. This is a return to the name: DWM Financial Group previously reported a position in MSFT as recently as Q1 2020.

DWM Financial Group first reported a position in MSFT in Q1 2020 and has held it in 2 quarters since. The position peaked at $780K in Q1 2020. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • DWM Financial Group held 844 shares of Microsoft worth $408K as of Q2 2026.
  • Microsoft was a new DWM Financial Group position in Q2 2026.
  • Microsoft made up 0.36% of DWM Financial Group's portfolio in Q2 2026, its #26 holding.
  • DWM Financial Group first reported a position in Microsoft in Q1 2020 and has held it in 2 quarters since.
  • DWM Financial Group's Microsoft position peaked at $780K in Q1 2020.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.