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FFT Wealth Management’s Microsoft MSFT Stock Holding History

FFT 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 		$1.43M Buy
3,831
+382
+11% +$155K 0.22% 41
2026
Q1 		$1.28M Buy
3,449
+827
+32% +$346K 0.23% 46
2025
Q4 		$1.27M Sell
2,622
-20
-0.8% -$10K 0.24% 40
2025
Q3 		$1.37M Sell
2,642
-37
-1% -$18.9K 0.25% 41
2025
Q2 		$1.4M Buy
2,679
+154
+6% +$66.9K 0.27% 41
2025
Q1 		$948K Sell
2,525
-12,020
-83% -$4.9M 0.2% 53
2024
Q4 		$6.13M Buy
14,545
+1,381
+10% +$588K 0.46% 27
2024
Q3 		$5.66M Buy
13,164
+2,341
+22% +$1M 0.43% 32
2024
Q2 		$4.84M Buy
10,823
+182
+2% +$76.9K 0.43% 29
2024
Q1 		$4.48M Buy
10,641
+1,363
+15% +$552K 0.39% 30
2023
Q4 		$3.49M Buy
9,278
+1,174
+14% +$418K 0.3% 30
2023
Q3 		$2.56M Buy
8,104
+133
+2% +$43.9K 0.33% 26
2023
Q2 		$2.71M Buy
7,971
+8
+0.1% +$2.51K 0.34% 26
2023
Q1 		$2.3M Sell
7,963
-58
-0.7% -$14.8K 0.29% 28
2022
Q4 		$1.92M Sell
8,021
-30
-0.4% -$7.2K 0.25% 28
2022
Q3 		$1.88M Buy
8,051
+5,412
+205% +$1.43M 0.26% 27
2022
Q2 		$678K Buy
2,639
+278
+12% +$75.5K 0.08% 28
2022
Q1 		$728K Buy
2,361
+32
+1% +$9.63K 0.07% 32
2021
Q4 		$783K Buy
2,329
+355
+18% +$115K 0.07% 33
2021
Q3 		$557K Sell
1,974
-356
-15% -$104K 0.05% 47
2021
Q2 		$631K Buy
+2,330
New +$592K 0.14% 21
2017
Q1 		– Sell
-5,500
Closed -$342K – 94
2016
Q4 		$342K Buy
5,500
+500
+10% +$30.1K 0.08% 64
2016
Q3 		$287K Buy
5,000
+1,000
+25% +$56.4K 0.12% 55
2016
Q2 		$206K Buy
+4,000
New +$208K 0.08% 60

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

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

FFT Wealth Management increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $155K and bringing the position to 3,831 shares worth $1.43M. The position accounts for 0.22% of the portfolio, ranked #41.

FFT Wealth Management first reported a position in MSFT in Q2 2016 and has held it in 24 quarters since. The position peaked at $6.13M in Q4 2024. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • FFT Wealth Management held 3,831 shares of Microsoft worth $1.43M as of Q2 2026.
  • FFT Wealth Management bought 382 Microsoft shares in Q2 2026, an estimated $155K.
  • Microsoft made up 0.22% of FFT Wealth Management's portfolio in Q2 2026, its #41 holding.
  • FFT Wealth Management first reported a position in Microsoft in Q2 2016 and has held it in 24 quarters since.
  • FFT Wealth Management's Microsoft position peaked at $6.13M in Q4 2024.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FFT Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.