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Focused Wealth Management’s Microsoft MSFT Stock Holding History

Focused 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
2025
Q2 		– Sell
-300
Closed -$113K – 224
2025
Q1 		$113K Sell
300
-200
-40% -$81.5K 0.02% 181
2024
Q4 		$140 Buy
+500
New +$213K ﹤0.01% 184
2023
Q1 		– Sell
-3,000
Closed -$6.16K – 1115
2022
Q4 		$6.16K Buy
3,000
+1,000
+50% +$240K ﹤0.01% 608
2022
Q3 		$7K Buy
+2,000
New +$528K ﹤0.01% 560
2017
Q2 		– Sell
-7,000
Closed -$15K – 730
2017
Q1 		$15K Buy
+7,000
New +$449K 0.01% 419

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

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

Focused Wealth Management increased its Microsoft (MSFT) stake by 9.4% in Q2 2026, buying an estimated $791K and bringing the position to 22,779 shares worth $8.5M. The position accounts for 0.74% of the portfolio, ranked #24.

Focused Wealth Management first reported a position in MSFT in Q3 2013 and has held it in 52 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Focused Wealth Management held 22,779 shares of Microsoft worth $8.5M as of Q2 2026.
  • Focused Wealth Management bought 1,954 Microsoft shares in Q2 2026, an estimated $791K.
  • Microsoft made up 0.74% of Focused Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Focused Wealth Management first reported a position in Microsoft in Q3 2013 and has held it in 52 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.