Elite Wealth Management’s Microsoft MSFT Stock Holding History

Elite 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
2018 Q4	–	Sell	-11,900	Closed	-$1.36M	–	49
2018 Q3	$1.36M	Buy	+11,900	New	+$1.29M	0.29%	27
2014 Q4	–	Sell	-467	Closed	-$91K	–	313
2014 Q3	$91K	Sell	467 -7	-1%	-$312	0.08%	92
2014 Q2	$5K	Sell	474 -21	-4%	-$850	0.01%	304
2014 Q1	$29K	Sell	495 -131	-21%	-$4.92K	0.02%	164
2013 Q4	$17K	Sell	626 -497	-44%	-$18.1K	0.01%	297
2013 Q3	$23K	Buy	1,123 +1	+0.1%	+$33	0.02%	229
2013 Q2	$82K	Buy	+1,122	New	+$36.8K	0.12%	85

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

Elite Wealth Management's MSFT Position: Q2 2026 in Review

Elite Wealth Management reduced its Microsoft (MSFT) stake by 4.6% in Q2 2026, selling an estimated $4.41M and leaving 225,389 shares worth $84.1M. The position accounts for 24.91% of the portfolio, ranked #1.

Elite Wealth Management first reported a position in MSFT in Q2 2013 and has held it in 49 quarters since. The position peaked at $143M in Q2 2024. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Elite Wealth Management held 225,389 shares of Microsoft worth $84.1M as of Q2 2026.
Elite Wealth Management sold 10,891 Microsoft shares in Q2 2026, an estimated $4.41M.
Microsoft made up 24.91% of Elite Wealth Management's portfolio in Q2 2026, its #1 holding.
Elite Wealth Management first reported a position in Microsoft in Q2 2013 and has held it in 49 quarters since.
Elite Wealth Management's Microsoft position peaked at $143M in Q2 2024.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elite Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.