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Firethorn Wealth Partners’s Microsoft MSFT Stock Holding History

Firethorn Wealth Partners’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 		$3.87M Buy
10,363
+739
+8% +$299K 1.25% 18
2026
Q1 		$3.56M Buy
9,624
+185
+2% +$77.4K 1.31% 17
2025
Q4 		$4.56M Sell
9,439
-66
-0.7% -$33.1K 1.71% 13
2025
Q3 		$4.92M Sell
9,505
-82
-0.9% -$41.8K 1.94% 13
2025
Q2 		$4.77M Sell
9,587
-862
-8% -$374K 2.07% 12
2025
Q1 		$3.92M Buy
10,449
+714
+7% +$291K 1.87% 13
2024
Q4 		$4.1M Buy
9,735
+153
+2% +$65.2K 2.04% 13
2024
Q3 		$4.12M Buy
9,582
+446
+5% +$191K 2.09% 13
2024
Q2 		$4.08M Sell
9,136
-33
-0.4% -$13.9K 2.31% 10
2024
Q1 		$3.86M Buy
9,169
+376
+4% +$152K 2.27% 9
2023
Q4 		$3.31M Buy
8,793
+790
+10% +$281K 2.17% 9
2023
Q3 		$2.53M Sell
8,003
-34
-0.4% -$11.2K 1.94% 12
2023
Q2 		$2.74M Sell
8,037
-76
-0.9% -$23.8K 2.04% 14
2023
Q1 		$2.48M Sell
8,113
-198
-2% -$50.5K 1.94% 14
2022
Q4 		$1.99M Buy
8,311
+506
+6% +$121K 1.68% 11
2022
Q3 		$1.82M Sell
7,805
-505
-6% -$133K 1.69% 12
2022
Q2 		$2.31M Buy
8,310
+94
+1% +$25.5K 1.87% 12
2022
Q1 		$2.53M Buy
8,216
+172
+2% +$51.7K 1.92% 11
2021
Q4 		$2.71M Buy
+8,044
New +$2.61M 2.02% 11
2021
Q2 		$1.98M Sell
7,308
-65
-0.9% -$16.5K 1.66% 14
2021
Q1 		$1.74M Buy
7,373
+457
+7% +$106K 1.62% 11
2020
Q4 		$1.54M Buy
+6,916
New +$1.49M 1.66% 16

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

Firethorn Wealth Partners's MSFT Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Microsoft (MSFT) stake by 7.7% in Q2 2026, buying an estimated $299K and bringing the position to 10,363 shares worth $3.87M. The position accounts for 1.25% of the portfolio, ranked #18.

Firethorn Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.92M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Firethorn Wealth Partners held 10,363 shares of Microsoft worth $3.87M as of Q2 2026.
  • Firethorn Wealth Partners bought 739 Microsoft shares in Q2 2026, an estimated $299K.
  • Microsoft made up 1.25% of Firethorn Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Firethorn Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Firethorn Wealth Partners's Microsoft position peaked at $4.92M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.