EntreWealth’s Microsoft MSFT Stock Holding History

EntreWealth’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	$2.55M	Buy	5,098 +2,885	+130%	+$1.17M	0.94%	30
2026 Q1	$819K	Buy	2,213 +223	+11%	+$93.3K	0.37%	51
2025 Q4	$798K	Buy	1,990 +312	+19%	+$156K	0.36%	51
2025 Q3	$869K	Sell	1,678 -83	-5%	-$42.3K	0.45%	45
2025 Q2	$876K	Buy	1,761 +15	+0.9%	+$6.51K	0.61%	36
2025 Q1	$655K	Buy	1,746 +841	+93%	+$343K	0.5%	36
2024 Q4	$381K	Buy	+905	New	+$385K	0.35%	41

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

EntreWealth's MSFT Position: Q2 2026 in Review

EntreWealth increased its Microsoft (MSFT) stake by 130% in Q2 2026, buying an estimated $1.17M and bringing the position to 5,098 shares worth $2.55M. The position accounts for 0.94% of the portfolio, ranked #30.

EntreWealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

EntreWealth held 5,098 shares of Microsoft worth $2.55M as of Q2 2026.
EntreWealth bought 2,885 Microsoft shares in Q2 2026, an estimated $1.17M.
Microsoft made up 0.94% of EntreWealth's portfolio in Q2 2026, its #30 holding.
EntreWealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on EntreWealth's 13F filing for Q2 2026, filed 14 Aug 2026.