HBE Wealth Management’s Microsoft MSFT Stock Holding History

HBE 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	$895K	Buy	2,399 +172	+8%	+$69.6K	0.64%	24
2026 Q1	$824K	Buy	2,227 +389	+21%	+$163K	0.72%	22
2025 Q4	$889K	Buy	+1,838	New	+$921K	0.84%	21

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

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

HBE Wealth Management increased its Microsoft (MSFT) stake by 7.7% in Q2 2026, buying an estimated $69.6K and bringing the position to 2,399 shares worth $895K. The position accounts for 0.64% of the portfolio, ranked #24.

HBE Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

HBE Wealth Management held 2,399 shares of Microsoft worth $895K as of Q2 2026.
HBE Wealth Management bought 172 Microsoft shares in Q2 2026, an estimated $69.6K.
Microsoft made up 0.64% of HBE Wealth Management's portfolio in Q2 2026, its #24 holding.
HBE Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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