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Fiscal Wisdom Wealth Management’s Microsoft MSFT Stock Holding History

Fiscal Wisdom 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 		$1.16M Buy
3,113
+254
+9% +$103K 0.98% 19
2026
Q1 		$1.06M Sell
2,859
-25
-0.9% -$10.5K 1.02% 24
2025
Q4 		$1.39M Sell
2,884
-55
-2% -$27.6K 1.31% 15
2025
Q3 		$1.53M Buy
+2,939
New +$1.5M 1.45% 13

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

Fiscal Wisdom Wealth Management's MSFT Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management increased its Microsoft (MSFT) stake by 8.9% in Q2 2026, buying an estimated $103K and bringing the position to 3,113 shares worth $1.16M. The position accounts for 0.98% of the portfolio, ranked #19.

Fiscal Wisdom Wealth Management first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.53M in Q3 2025. 6,206 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fiscal Wisdom Wealth Management held 3,113 shares of Microsoft worth $1.16M as of Q2 2026.
  • Fiscal Wisdom Wealth Management bought 254 Microsoft shares in Q2 2026, an estimated $103K.
  • Microsoft made up 0.98% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Fiscal Wisdom Wealth Management first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • Fiscal Wisdom Wealth Management's Microsoft position peaked at $1.53M in Q3 2025.
  • 6,206 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.