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HB Wealth Management’s Microsoft MSFT Stock Holding History

HB 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
2024
Q4 		– Sell
-200
Closed -$86K – 1102
2024
Q3 		$86K Hold
200
– – ﹤0.01% 936
2024
Q2 		$89.4K Buy
+200
New +$84.5K ﹤0.01% 884

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 $3.38T AUM 44.17% 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

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

HB Wealth Management increased its Microsoft (MSFT) stake by 2.3% in Q2 2026, buying an estimated $4.93M and bringing the position to 552,823 shares worth $206M. The position accounts for 1.16% of the portfolio, ranked #14.

HB Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $265M in Q3 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HB Wealth Management held 552,823 shares of Microsoft worth $206M as of Q2 2026.
  • HB Wealth Management bought 12,197 Microsoft shares in Q2 2026, an estimated $4.93M.
  • Microsoft made up 1.16% of HB Wealth Management's portfolio in Q2 2026, its #14 holding.
  • HB Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Microsoft position peaked at $265M in Q3 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.