Generations Wealth LLC’s Microsoft MSFT Stock Holding History

Generations Wealth LLC’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	–	Sell	-505	Closed	-$187K	–	37
2026 Q1	$187K	Hold	505	–	–	0.18%	29
2025 Q4	$244K	Buy	+505	New	+$253K	0.25%	25

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 $3.38T AUM 44.17% 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

Generations Wealth LLC's MSFT Position: Q2 2026 in Review

Generations Wealth LLC sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 505 shares — an estimated $187K sold.

Generations Wealth LLC first reported a position in MSFT in Q4 2025 and held it in 2 quarters. The position peaked at $244K in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Generations Wealth LLC reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Generations Wealth LLC sold 505 Microsoft shares in Q2 2026, an estimated $187K.
Generations Wealth LLC first reported a position in Microsoft in Q4 2025 and held it in 2 quarters.
Generations Wealth LLC's Microsoft position peaked at $244K in Q4 2025.
6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Generations Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.