GuidedMoney’s Microsoft MSFT Stock Holding History

GuidedMoney’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	$982K	Hold	2,632	–	–	0.45%	14
2026 Q1	$974K	Sell	2,632 -84	-3%	-$35.1K	0.51%	14
2025 Q4	$1.31M	Buy	+2,716	New	+$1.36M	0.7%	11

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

GuidedMoney's MSFT Position: Q2 2026 in Review

GuidedMoney held its Microsoft (MSFT) position steady in Q2 2026 at 2,632 shares worth $982K. The position accounts for 0.45% of the portfolio, ranked #14.

GuidedMoney first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q4 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

GuidedMoney held 2,632 shares of Microsoft worth $982K as of Q2 2026.
GuidedMoney left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.45% of GuidedMoney's portfolio in Q2 2026, its #14 holding.
GuidedMoney first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
GuidedMoney's Microsoft position peaked at $1.31M in Q4 2025.
6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on GuidedMoney's 13F filing for Q2 2026, filed 28 Jul 2026.