Fonville Wealth Management’s Microsoft MSFT Stock Holding History

Fonville 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	$3.42M	Buy	9,182 +258	+3%	+$104K	0.56%	38
2026 Q1	$3.3M	Sell	8,924 -402	-4%	-$168K	0.63%	38
2025 Q4	$4.51M	Buy	9,326 +349	+4%	+$175K	0.92%	31
2025 Q3	$4.65M	Sell	8,977 -341	-4%	-$174K	1.05%	27
2025 Q2	$4.64M	Buy	9,318 +45	+0.5%	+$19.5K	1.17%	26
2025 Q1	$3.53M	Buy	9,273 +941	+11%	+$384K	1.04%	27
2024 Q4	$3.51M	Sell	8,332 -233	-3%	-$99.2K	1.16%	28
2024 Q3	$3.69M	Buy	8,565 +1,000	+13%	+$427K	1.27%	28
2024 Q2	$3.38M	Buy	7,565 +424	+6%	+$179K	1.34%	28
2024 Q1	$3M	Buy	7,141 +3,120	+78%	+$1.26M	1.33%	29
2023 Q4	$1.51M	Buy	+4,021	New	+$1.43M	0.8%	37

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

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

Fonville Wealth Management increased its Microsoft (MSFT) stake by 2.9% in Q2 2026, buying an estimated $104K and bringing the position to 9,182 shares worth $3.42M. The position accounts for 0.56% of the portfolio, ranked #38.

Fonville Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.65M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fonville Wealth Management held 9,182 shares of Microsoft worth $3.42M as of Q2 2026.
Fonville Wealth Management bought 258 Microsoft shares in Q2 2026, an estimated $104K.
Microsoft made up 0.56% of Fonville Wealth Management's portfolio in Q2 2026, its #38 holding.
Fonville Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Fonville Wealth Management's Microsoft position peaked at $4.65M in Q3 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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