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Fulcrum Wealth Advisors’s Microsoft MSFT Stock Holding History

Fulcrum Wealth Advisors’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 		$8.38M Buy
22,471
+1,642
+8% +$664K 6.4% 2
2026
Q1 		$7.71M Buy
20,829
+1,682
+9% +$704K 6.38% 3
2025
Q4 		$9.26M Buy
+19,147
New +$9.59M 7.62% 3

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

Fulcrum Wealth Advisors's MSFT Position: Q2 2026 in Review

Fulcrum Wealth Advisors increased its Microsoft (MSFT) stake by 7.9% in Q2 2026, buying an estimated $664K and bringing the position to 22,471 shares worth $8.38M. The position accounts for 6.4% of the portfolio, ranked #2.

Fulcrum Wealth Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.26M in Q4 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fulcrum Wealth Advisors held 22,471 shares of Microsoft worth $8.38M as of Q2 2026.
  • Fulcrum Wealth Advisors bought 1,642 Microsoft shares in Q2 2026, an estimated $664K.
  • Microsoft made up 6.4% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Fulcrum Wealth Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Wealth Advisors's Microsoft position peaked at $9.26M in Q4 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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