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Hemming & Wealth Management’s Microsoft MSFT Stock Holding History

Hemming & 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 		$699K Sell
1,873
-326
-15% -$132K 0.43% 11
2026
Q1 		$814K Hold
2,199
– – 0.57% 9
2025
Q4 		$1.06M Buy
+2,199
New +$1.1M 0.73% 10

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

Hemming & Wealth Management's MSFT Position: Q2 2026 in Review

Hemming & Wealth Management reduced its Microsoft (MSFT) stake by 15% in Q2 2026, selling an estimated $132K and leaving 1,873 shares worth $699K. The position accounts for 0.43% of the portfolio, ranked #11.

Hemming & Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 6,190 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Hemming & Wealth Management held 1,873 shares of Microsoft worth $699K as of Q2 2026.
  • Hemming & Wealth Management sold 326 Microsoft shares in Q2 2026, an estimated $132K.
  • Microsoft made up 0.43% of Hemming & Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Hemming & Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Hemming & Wealth Management's Microsoft position peaked at $1.06M in Q4 2025.
  • 6,190 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hemming & Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.