FWG Investments’s Microsoft MSFT Stock Holding History

FWG Investments’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	$810K	Buy	2,171 +24	+1%	+$9.71K	0.43%	57
2026 Q1	$795K	Buy	2,147 +323	+18%	+$135K	0.51%	54
2025 Q4	$882K	Sell	1,824 -176	-9%	-$88.2K	0.56%	51
2025 Q3	$1.04M	Sell	2,000 -62	-3%	-$31.6K	0.71%	43
2025 Q2	$1.03M	Buy	+2,062	New	+$895K	0.78%	40
2025 Q1	–	Sell	-3,904	Closed	-$1.65M	–	92
2024 Q4	$1.65M	Sell	3,904 -185	-5%	-$78.8K	1.28%	22
2024 Q3	$1.76M	Buy	4,089 +100	+3%	+$42.7K	1.52%	17
2024 Q2	$1.78M	Sell	3,989 -63	-2%	-$26.6K	1.8%	12
2024 Q1	$1.7M	Buy	4,052 +124	+3%	+$50.2K	1.85%	11
2023 Q4	$1.48M	Buy	+3,928	New	+$1.4M	1.83%	11

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

FWG Investments's MSFT Position: Q2 2026 in Review

FWG Investments increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $9.71K and bringing the position to 2,171 shares worth $810K. The position accounts for 0.43% of the portfolio, ranked #57.

FWG Investments first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q2 2024. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

FWG Investments held 2,171 shares of Microsoft worth $810K as of Q2 2026.
FWG Investments bought 24 Microsoft shares in Q2 2026, an estimated $9.71K.
Microsoft made up 0.43% of FWG Investments's portfolio in Q2 2026, its #57 holding.
FWG Investments first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
FWG Investments's Microsoft position peaked at $1.78M in Q2 2024.
6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.