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FSB Premier Wealth Management’s Microsoft MSFT Stock Holding History

FSB Premier 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 		$5.11M Sell
13,693
-576
-4% -$233K 1.44% 14
2026
Q1 		$5.28M Buy
14,269
+1,800
+14% +$753K 1.65% 11
2025
Q4 		$6.03M Buy
12,469
+1,033
+9% +$518K 1.91% 6
2025
Q3 		$5.92M Buy
11,436
+1,270
+12% +$648K 1.95% 5
2025
Q2 		$5.06M Buy
10,166
+969
+11% +$421K 1.8% 8
2025
Q1 		$3.45M Buy
9,197
+891
+11% +$363K 1.35% 15
2024
Q4 		$3.5M Buy
8,306
+474
+6% +$202K 1.4% 14
2024
Q3 		$3.37M Buy
7,832
+1,166
+17% +$498K 1.38% 13
2024
Q2 		$2.98M Buy
6,666
+1,284
+24% +$542K 1.35% 17
2024
Q1 		$2.26M Buy
5,382
+84
+2% +$34K 1.05% 23
2023
Q4 		$1.99M Buy
5,298
+1,232
+30% +$439K 1% 23
2023
Q3 		$1.28M Buy
4,066
+188
+5% +$62.1K 0.71% 30
2023
Q2 		$1.32M Sell
3,878
-25
-0.6% -$7.83K 0.72% 34
2023
Q1 		$1.13M Sell
3,903
-791
-17% -$202K 0.63% 37
2022
Q4 		$1.13M Sell
4,694
-90
-2% -$21.6K 0.62% 38
2022
Q3 		$1.11M Buy
4,784
+247
+5% +$65.2K 0.65% 37
2022
Q2 		$1.17M Hold
4,537
– – 0.65% 39
2022
Q1 		$1.31M Sell
4,537
-606
-12% -$182K 0.66% 39
2021
Q4 		$1.73M Buy
5,143
+1,449
+39% +$470K 0.72% 32
2021
Q3 		$1.04M Sell
3,694
-238
-6% -$69.2K 0.52% 36
2021
Q2 		$1.06M Buy
3,932
+329
+9% +$83.6K 0.55% 35
2021
Q1 		$849K Sell
3,603
-536
-13% -$124K 0.46% 40
2020
Q4 		$920K Buy
+4,139
New +$890K 0.49% 42

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

FSB Premier Wealth Management's MSFT Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Microsoft (MSFT) stake by 4% in Q2 2026, selling an estimated $233K and leaving 13,693 shares worth $5.11M. The position accounts for 1.44% of the portfolio, ranked #14.

FSB Premier Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.03M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • FSB Premier Wealth Management held 13,693 shares of Microsoft worth $5.11M as of Q2 2026.
  • FSB Premier Wealth Management sold 576 Microsoft shares in Q2 2026, an estimated $233K.
  • Microsoft made up 1.44% of FSB Premier Wealth Management's portfolio in Q2 2026, its #14 holding.
  • FSB Premier Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's Microsoft position peaked at $6.03M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.