Elmwood Wealth Management’s Microsoft MSFT Stock Holding History

Elmwood 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
2026 Q2	$3.56M	Buy	9,535 +89	+0.9%	+$36K	0.89%	41
2026 Q1	$3.5M	Buy	9,446 +1,187	+14%	+$497K	0.97%	38
2025 Q4	$3.99M	Buy	8,259 +32	+0.4%	+$16K	1.26%	27
2025 Q3	$4.26M	Buy	8,227 +1,783	+28%	+$910K	1.51%	18
2025 Q2	$3.21M	Buy	6,444 +8	+0.1%	+$3.47K	1.27%	28
2025 Q1	$2.42M	Sell	6,436 -124	-2%	-$50.6K	0.99%	41
2024 Q4	$2.77M	Buy	6,560 +225	+4%	+$95.8K	1.12%	34
2024 Q3	$2.73M	Buy	6,335 +2,182	+53%	+$933K	1.12%	36
2024 Q2	$1.86M	Sell	4,153 -25	-0.6%	-$10.6K	0.83%	45
2024 Q1	$1.76M	Buy	4,178 +158	+4%	+$64K	0.75%	52
2023 Q4	$1.51M	Sell	4,020 -3,062	-43%	-$1.09M	1.06%	26
2023 Q3	$2.24M	Sell	7,082 -6	-0.1%	-$1.98K	1.08%	30
2023 Q2	$2.41M	Sell	7,088 -310	-4%	-$97.2K	1.13%	32
2023 Q1	$2.13M	Sell	7,398 -13	-0.2%	-$3.32K	1.01%	30
2022 Q4	$1.78M	Buy	7,411 +150	+2%	+$36K	0.89%	35
2022 Q3	$1.69M	Buy	7,261 +140	+2%	+$37K	0.84%	38
2022 Q2	$1.83M	Sell	7,121 -190	-3%	-$51.6K	1.04%	37
2022 Q1	$2.25M	Buy	7,311 +291	+4%	+$87.5K	1.15%	34
2021 Q4	$2.36M	Buy	+7,020	New	+$2.28M	1.13%	32
2021 Q2	$1.71M	Sell	6,328 -83	-1%	-$21.1K	0.9%	37
2021 Q1	$1.51M	Buy	+6,411	New	+$1.49M	0.92%	39
2020 Q3	$1.09M	Hold	5,350	–	–	0.88%	36
2020 Q2	$1.09M	Sell	5,350 -550	-9%	-$99.8K	0.88%	36
2020 Q1	$538K	Buy	5,900 +230	+4%	+$37.8K	0.51%	65
2019 Q4	$894K	Sell	5,670 -77	-1%	-$11.3K	0.78%	58
2019 Q3	$799K	Hold	5,747	–	–	0.81%	52
2019 Q2	$770K	Sell	5,747 -50	-0.9%	-$6.35K	0.68%	57
2019 Q1	$684K	Sell	5,797 -2,337	-29%	-$255K	0.63%	57
2018 Q4	$826K	Buy	8,134 +501	+7%	+$53.7K	0.8%	47
2018 Q3	$873K	Buy	7,633 +1,900	+33%	+$206K	0.72%	51
2018 Q2	$565K	Sell	5,733 -167	-3%	-$16.2K	0.51%	68
2018 Q1	$538K	Buy	+5,900	New	+$540K	0.51%	65

Other funds holding MSFT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Elmwood Wealth Management increased its Microsoft (MSFT) stake by 0.94% in Q2 2026, buying an estimated $36K and bringing the position to 9,535 shares worth $3.56M. The position accounts for 0.89% of the portfolio, ranked #41.

Elmwood Wealth Management first reported a position in MSFT in Q1 2018 and has held it in 32 quarters since. The position peaked at $4.26M in Q3 2025. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Elmwood Wealth Management held 9,535 shares of Microsoft worth $3.56M as of Q2 2026.
Elmwood Wealth Management bought 89 Microsoft shares in Q2 2026, an estimated $36K.
Microsoft made up 0.89% of Elmwood Wealth Management's portfolio in Q2 2026, its #41 holding.
Elmwood Wealth Management first reported a position in Microsoft in Q1 2018 and has held it in 32 quarters since.
Elmwood Wealth Management's Microsoft position peaked at $4.26M in Q3 2025.
3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.