GK Wealth Management’s Microsoft MSFT Stock Holding History

GK 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	–	Sell	-1,129	Closed	-$457K	–	259
2026 Q1	$405K	Sell	1,129 -5,316	-82%	-$2.22M	0.35%	35
2025 Q4	$3.12M	Buy	6,445 +126	+2%	+$63.1K	2.07%	10
2025 Q3	$3.27M	Sell	6,319 -116	-2%	-$59.2K	2.39%	8
2025 Q2	$3.2M	Sell	6,435 -695	-10%	-$302K	2.89%	6
2025 Q1	$2.68M	Sell	7,130 -249	-3%	-$102K	3.05%	7
2024 Q4	$3.11M	Buy	+7,379	New	+$3.14M	3.94%	4

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

GK Wealth Management's MSFT Position: Q2 2026 in Review

GK Wealth Management sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 1,129 shares — an estimated $457K sold.

GK Wealth Management first reported a position in MSFT in Q4 2024 and held it in 6 quarters. The position peaked at $3.27M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

GK Wealth Management reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
GK Wealth Management sold 1,129 Microsoft shares in Q2 2026, an estimated $457K.
GK Wealth Management first reported a position in Microsoft in Q4 2024 and held it in 6 quarters.
GK Wealth Management's Microsoft position peaked at $3.27M in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.