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FMA Wealth Management’s Microsoft MSFT Stock Holding History

FMA 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 		$389K Hold
1,042
– – 0.25% 29
2026
Q1 		$386K Sell
1,042
-10
-1% -$4.18K 0.26% 31
2025
Q4 		$509K Sell
1,052
-16
-1% -$8.02K 0.33% 28
2025
Q3 		$553K Sell
1,068
-20
-2% -$10.2K 0.38% 28
2025
Q2 		$541K Hold
1,088
– – 0.4% 26
2025
Q1 		$432K Sell
1,088
-25
-2% -$10.2K 0.33% 28
2024
Q4 		$469K Hold
1,113
– – 0.35% 29
2024
Q3 		$479K Sell
1,113
-100
-8% -$42.7K 0.35% 29
2024
Q2 		$542K Sell
1,213
-72
-6% -$30.4K 0.44% 30
2024
Q1 		$540K Hold
1,285
– – 0.45% 29
2023
Q4 		$483K Buy
+1,285
New +$457K 0.44% 28

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

FMA Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 1,042 shares worth $389K. The position accounts for 0.25% of the portfolio, ranked #29.

FMA Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $553K in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • FMA Wealth Management held 1,042 shares of Microsoft worth $389K as of Q2 2026.
  • FMA Wealth Management left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.25% of FMA Wealth Management's portfolio in Q2 2026, its #29 holding.
  • FMA Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • FMA Wealth Management's Microsoft position peaked at $553K in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.