FMB Wealth Management’s Microsoft MSFT Stock Holding History

FMB 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	$683K	Sell	1,830 -6	-0.3%	-$2.43K	0.25%	45
2026 Q1	$680K	Sell	1,836 -1,570	-46%	-$657K	0.28%	41
2025 Q4	$1.65M	Buy	3,406 +1	+0%	+$501	0.65%	29
2025 Q3	$1.76M	Sell	3,405 -14	-0.4%	-$7.14K	0.75%	26
2025 Q2	$1.7M	Buy	3,419 +105	+3%	+$45.6K	0.81%	25
2025 Q1	$1.24M	Buy	3,314 +11	+0.3%	+$4.49K	0.69%	29
2024 Q4	$1.39M	Sell	3,303 -60	-2%	-$25.6K	0.78%	26
2024 Q3	$1.45M	Hold	3,363	–	–	0.82%	26
2024 Q2	$1.5M	Buy	3,363 +88	+3%	+$37.2K	1.14%	23
2024 Q1	$1.38M	Hold	3,275	–	–	1.1%	22
2023 Q4	$1.23M	Buy	3,275 +2	+0.1%	+$712	1.13%	20
2023 Q3	$1.03M	Buy	3,273 +9	+0.3%	+$2.97K	1.11%	19
2023 Q2	$1.11M	Buy	3,264 +7	+0.2%	+$2.19K	1.18%	20
2023 Q1	$939K	Sell	3,257 -622	-16%	-$159K	1.12%	19
2022 Q4	$930K	Buy	+3,879	New	+$931K	1.2%	21

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

FMB Wealth Management reduced its Microsoft (MSFT) stake by 0.33% in Q2 2026, selling an estimated $2.43K and leaving 1,830 shares worth $683K. The position accounts for 0.25% of the portfolio, ranked #45.

FMB Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q3 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

FMB Wealth Management held 1,830 shares of Microsoft worth $683K as of Q2 2026.
FMB Wealth Management sold 6 Microsoft shares in Q2 2026, an estimated $2.43K.
Microsoft made up 0.25% of FMB Wealth Management's portfolio in Q2 2026, its #45 holding.
FMB Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
FMB Wealth Management's Microsoft position peaked at $1.76M in Q3 2025.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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