Graham Capital Wealth Management’s Microsoft MSFT Stock Holding History

Graham Capital 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	$552K	Hold	1,480	–	–	0.43%	44
2026 Q1	$548K	Hold	1,480	–	–	0.49%	37
2025 Q4	$716K	Sell	1,480 -23	-2%	-$11.5K	0.66%	35
2025 Q3	$778K	Hold	1,503	–	–	0.79%	36
2025 Q2	$748K	Buy	1,503 +187	+14%	+$81.2K	0.83%	32
2025 Q1	$494K	Sell	1,316 -399	-23%	-$163K	0.53%	39
2024 Q4	$723K	Buy	1,715 +4	+0.2%	+$1.7K	0.62%	38
2024 Q3	$736K	Hold	1,711	–	–	0.75%	26
2024 Q2	$765K	Sell	1,711 -841	-33%	-$355K	1.03%	20
2024 Q1	$1.07M	Sell	2,552 -18	-0.7%	-$7.29K	1.83%	15
2023 Q4	$966K	Buy	2,570 +32	+1%	+$11.4K	2.55%	11
2023 Q3	$864K	Hold	2,538	–	–	2.04%	14
2023 Q2	$864K	Buy	2,538 +15	+0.6%	+$4.7K	2.04%	14
2023 Q1	$727K	Buy	2,523 +5	+0.2%	+$1.27K	1.05%	21
2022 Q4	$604K	Sell	2,518 -41	-2%	-$9.84K	1.08%	30
2022 Q3	$596K	Buy	2,559 +26	+1%	+$6.87K	0.71%	37
2022 Q2	$651K	Hold	2,533	–	–	0.57%	54
2022 Q1	$781K	Sell	2,533 -481	-16%	-$145K	0.69%	52
2021 Q4	$1.01M	Buy	+3,014	New	+$977K	0.83%	49

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

Graham Capital Wealth Management's MSFT Position: Q2 2026 in Review

Graham Capital Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 1,480 shares worth $552K. The position accounts for 0.43% of the portfolio, ranked #44.

Graham Capital Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q1 2024. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Graham Capital Wealth Management held 1,480 shares of Microsoft worth $552K as of Q2 2026.
Graham Capital Wealth Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.43% of Graham Capital Wealth Management's portfolio in Q2 2026, its #44 holding.
Graham Capital Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Graham Capital Wealth Management's Microsoft position peaked at $1.07M in Q1 2024.
6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.