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Goldenstone Wealth Management’s Microsoft MSFT Stock Holding History

Goldenstone 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 		$6.66M Buy
17,856
+1,228
+7% +$497K 4.36% 5
2026
Q1 		$6.16M Buy
16,628
+775
+5% +$324K 4.48% 5
2025
Q4 		$7.67M Buy
+15,853
New +$7.94M 5.74% 4

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

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

Goldenstone Wealth Management increased its Microsoft (MSFT) stake by 7.4% in Q2 2026, buying an estimated $497K and bringing the position to 17,856 shares worth $6.66M. The position accounts for 4.36% of the portfolio, ranked #5.

Goldenstone Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.67M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Goldenstone Wealth Management held 17,856 shares of Microsoft worth $6.66M as of Q2 2026.
  • Goldenstone Wealth Management bought 1,228 Microsoft shares in Q2 2026, an estimated $497K.
  • Microsoft made up 4.36% of Goldenstone Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Goldenstone Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Goldenstone Wealth Management's Microsoft position peaked at $7.67M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.