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
2021 Q1	–	Sell	-12,000	Closed	-$45K	–	967
2020 Q4	$45K	Buy	+12,000	New	+$2.58M	0.01%	363

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.