Global Wealth Management’s Microsoft MSFT Stock Holding History

Global 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	$724K	Buy	1,940 +4	+0.2%	+$1.62K	0.37%	22
2026 Q1	$717K	Buy	1,936 +229	+13%	+$95.8K	0.39%	21
2025 Q4	$825K	Buy	1,707 +3	+0.2%	+$1.5K	0.44%	19
2025 Q3	$882K	Buy	1,704 +3	+0.2%	+$1.53K	0.46%	20
2025 Q2	$856K	Buy	1,701 +3	+0.2%	+$1.3K	0.47%	19
2025 Q1	$638K	Buy	1,698 +3	+0.2%	+$1.22K	0.37%	20
2024 Q4	$714K	Buy	1,695 +3	+0.2%	+$1.28K	0.46%	20
2024 Q3	$728K	Buy	+1,692	New	+$723K	0.49%	16

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

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

Global Wealth Management increased its Microsoft (MSFT) stake by 0.21% in Q2 2026, buying an estimated $1.62K and bringing the position to 1,940 shares worth $724K. The position accounts for 0.37% of the portfolio, ranked #22.

Global Wealth Management first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $882K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Global Wealth Management held 1,940 shares of Microsoft worth $724K as of Q2 2026.
Global Wealth Management bought 4 Microsoft shares in Q2 2026, an estimated $1.62K.
Microsoft made up 0.37% of Global Wealth Management's portfolio in Q2 2026, its #22 holding.
Global Wealth Management first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
Global Wealth Management's Microsoft position peaked at $882K in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.