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Guardian Wealth Management (Tennessee)’s Microsoft MSFT Stock Holding History

Guardian Wealth Management (Tennessee)’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
-765
Closed -$283K – 31
2026
Q1 		$283K Buy
765
+23
+3% +$9.62K 0.09% 24
2025
Q4 		$359K Buy
+742
New +$372K 0.11% 23

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

Guardian Wealth Management (Tennessee)'s MSFT Position: Q2 2026 in Review

Guardian Wealth Management (Tennessee) sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 765 shares — an estimated $283K sold.

Guardian Wealth Management (Tennessee) first reported a position in MSFT in Q4 2025 and held it in 2 quarters. The position peaked at $359K in Q4 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Guardian Wealth Management (Tennessee) reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Management (Tennessee) sold 765 Microsoft shares in Q2 2026, an estimated $283K.
  • Guardian Wealth Management (Tennessee) first reported a position in Microsoft in Q4 2025 and held it in 2 quarters.
  • Guardian Wealth Management (Tennessee)'s Microsoft position peaked at $359K in Q4 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Guardian Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 24 Jul 2026.