Foguth Wealth Management’s Microsoft MSFT Stock Holding History

Foguth 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	$2.97M	Buy	7,379 +220	+3%	+$89K	0.34%	59
2026 Q1	$3.22M	Sell	7,159 -42	-0.6%	-$17.6K	0.38%	55
2025 Q4	$3.41M	Buy	+7,201	New	+$3.61M	0.53%	56
2025 Q2	$2.12M	Buy	4,265 +524	+14%	+$228K	0.45%	46
2025 Q1	$1.4M	Sell	3,741 -86	-2%	-$35.1K	0.34%	51
2024 Q4	$1.7M	Sell	3,827 -118	-3%	-$50.3K	0.45%	50
2024 Q3	$1.64M	Sell	3,945 -268	-6%	-$115K	0.59%	42
2024 Q2	$1.88M	Buy	4,213 +195	+5%	+$82.4K	0.83%	30
2024 Q1	$1.69M	Buy	+4,018	New	+$1.63M	0.91%	33

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

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

Foguth Wealth Management increased its Microsoft (MSFT) stake by 3.1% in Q2 2026, buying an estimated $89K and bringing the position to 7,379 shares worth $2.97M. The position accounts for 0.34% of the portfolio, ranked #59.

Foguth Wealth Management first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.41M in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Foguth Wealth Management held 7,379 shares of Microsoft worth $2.97M as of Q2 2026.
Foguth Wealth Management bought 220 Microsoft shares in Q2 2026, an estimated $89K.
Microsoft made up 0.34% of Foguth Wealth Management's portfolio in Q2 2026, its #59 holding.
Foguth Wealth Management first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's Microsoft position peaked at $3.41M in Q4 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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