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Future Financial Wealth Management’s Microsoft MSFT Stock Holding History

Future Financial 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 		$947K Buy
2,481
+310
+14% +$125K 0.59% 32
2026
Q1 		$893K Buy
2,171
+272
+14% +$114K 0.58% 35
2025
Q4 		$863K Buy
1,899
+64
+3% +$32.1K 0.58% 36
2025
Q3 		$951K Sell
1,835
-110
-6% -$56.1K 0.6% 31
2025
Q2 		$968K Sell
1,945
-48
-2% -$20.8K 0.66% 29
2025
Q1 		$748K Buy
1,993
+3
+0.2% +$1.22K 0.55% 35
2024
Q4 		$839K Hold
1,990
– – 0.61% 34
2024
Q3 		$856K Buy
1,990
+8
+0.4% +$3.42K 0.61% 38
2024
Q2 		$886K Sell
1,982
-925
-32% -$391K 0.78% 34
2024
Q1 		$1.22M Buy
2,907
+103
+4% +$41.7K 0.94% 25
2023
Q4 		$1.05M Hold
2,804
– – 1.05% 30
2023
Q3 		$885K Buy
2,804
+7
+0.3% +$2.31K 0.98% 29
2023
Q2 		$952K Buy
2,797
+154
+6% +$48.3K 1% 29
2023
Q1 		$759K Buy
2,643
+133
+5% +$33.9K 0.84% 33
2022
Q4 		$602K Buy
2,510
+400
+19% +$96K 0.69% 47
2022
Q3 		$542K Buy
2,110
+37
+2% +$9.77K 0.62% 52
2022
Q2 		$639K Hold
2,073
– – 0.62% 56
2022
Q1 		$639K Sell
2,073
-1,431
-41% -$431K 0.53% 56
2021
Q4 		$1.17M Buy
3,504
+93
+3% +$30.2K 0.94% 27
2021
Q3 		$924K Hold
3,411
– – 0.95% 37
2021
Q2 		$924K Buy
3,411
+187
+6% +$47.5K 0.95% 37
2021
Q1 		$760K Sell
3,224
-729
-18% -$169K 0.87% 34
2020
Q4 		$879K Buy
+3,953
New +$850K 1.01% 28

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

Future Financial Wealth Management's MSFT Position: Q2 2026 in Review

Future Financial Wealth Management increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $125K and bringing the position to 2,481 shares worth $947K. The position accounts for 0.59% of the portfolio, ranked #32.

Future Financial Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.22M in Q1 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Future Financial Wealth Management held 2,481 shares of Microsoft worth $947K as of Q2 2026.
  • Future Financial Wealth Management bought 310 Microsoft shares in Q2 2026, an estimated $125K.
  • Microsoft made up 0.59% of Future Financial Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Future Financial Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's Microsoft position peaked at $1.22M in Q1 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.