GCWM
MSFT icon

Guided Capital Wealth Management’s Microsoft MSFT Stock Holding History

Guided 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 		$2.11M Sell
5,648
-285
-5% -$115K 1.23% 22
2026
Q1 		$2.2M Buy
5,933
+239
+4% +$100K 1.45% 21
2025
Q4 		$2.75M Buy
5,694
+238
+4% +$119K 1.93% 19
2025
Q3 		$2.83M Buy
5,456
+51
+0.9% +$26K 2.42% 14
2025
Q2 		$2.69M Buy
5,405
+21
+0.4% +$9.12K 2.07% 17
2025
Q1 		$2.02M Buy
5,384
+1,468
+37% +$599K 1.69% 20
2024
Q4 		$1.65M Buy
+3,916
New +$1.67M 1.51% 16

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

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

Guided Capital Wealth Management reduced its Microsoft (MSFT) stake by 4.8% in Q2 2026, selling an estimated $115K and leaving 5,648 shares worth $2.11M. The position accounts for 1.23% of the portfolio, ranked #22.

Guided Capital Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.83M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Guided Capital Wealth Management held 5,648 shares of Microsoft worth $2.11M as of Q2 2026.
  • Guided Capital Wealth Management sold 285 Microsoft shares in Q2 2026, an estimated $115K.
  • Microsoft made up 1.23% of Guided Capital Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Guided Capital Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Guided Capital Wealth Management's Microsoft position peaked at $2.83M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Guided Capital Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.