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EPG Wealth Management’s Microsoft MSFT Stock Holding History

EPG 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 		$8.14M Buy
21,812
+59
+0.3% +$23.9K 1.95% 12
2026
Q1 		$8.05M Buy
21,753
+5,968
+38% +$2.5M 2.18% 9
2025
Q4 		$7.63M Sell
15,785
-41
-0.3% -$20.5K 2.05% 9
2025
Q3 		$8.2M Buy
15,826
+57
+0.4% +$29.1K 2.26% 7
2025
Q2 		$7.84M Sell
15,769
-5,026
-24% -$2.18M 2.36% 8
2025
Q1 		$7.81M Buy
20,795
+397
+2% +$162K 2.17% 7
2024
Q4 		$8.6M Sell
20,398
-481
-2% -$205K 2.27% 7
2024
Q3 		$8.98M Buy
+20,879
New +$8.93M 2.27% 8
2024
Q2 		– Sell
-21,471
Closed -$9.07M – 8
2024
Q1 		$9.03M Buy
21,471
+11
+0.1% +$4.45K 2.21% 8
2023
Q4 		$8.72M Buy
21,460
+70
+0.3% +$24.9K 2.29% 8
2023
Q3 		$6.75M Buy
21,390
+418
+2% +$138K 2.04% 8
2023
Q2 		$7.14M Buy
20,972
+492
+2% +$154K 2.11% 8
2023
Q1 		$5.9M Buy
20,480
+2,164
+12% +$552K 1.86% 8
2022
Q4 		$4.39M Sell
18,316
-181
-1% -$43.4K 1.67% 10
2022
Q3 		$4.31M Sell
18,497
-85
-0.5% -$22.4K 1.77% 10
2022
Q2 		$4.77M Sell
18,582
-1,447
-7% -$393K 2.04% 8
2022
Q1 		$6.17M Buy
20,029
+1,019
+5% +$307K 2.14% 8
2021
Q4 		$6.39M Buy
19,010
+1,797
+10% +$583K 2.25% 8
2021
Q3 		$4.85M Buy
17,213
+492
+3% +$143K 1.95% 8
2021
Q2 		$4.53M Buy
16,721
+992
+6% +$252K 1.92% 9
2021
Q1 		$3.71M Buy
15,729
+192
+1% +$44.5K 1.8% 10
2020
Q4 		$3.46M Buy
15,537
+298
+2% +$64.1K 2.07% 8
2020
Q3 		$3.21M Buy
15,239
+50
+0.3% +$10.5K 2.37% 7
2020
Q2 		$3.09M Sell
15,189
-664
-4% -$121K 2.19% 7
2020
Q1 		$2.5M Buy
15,853
+1,735
+12% +$285K 1.84% 8
2019
Q4 		$2.23M Buy
+14,118
New +$2.07M 1.63% 15

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

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

EPG Wealth Management increased its Microsoft (MSFT) stake by 0.27% in Q2 2026, buying an estimated $23.9K and bringing the position to 21,812 shares worth $8.14M. The position accounts for 1.95% of the portfolio, ranked #12.

EPG Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.03M in Q1 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • EPG Wealth Management held 21,812 shares of Microsoft worth $8.14M as of Q2 2026.
  • EPG Wealth Management bought 59 Microsoft shares in Q2 2026, an estimated $23.9K.
  • Microsoft made up 1.95% of EPG Wealth Management's portfolio in Q2 2026, its #12 holding.
  • EPG Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • EPG Wealth Management's Microsoft position peaked at $9.03M in Q1 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.