Hohimer Wealth Management’s Microsoft MSFT Stock Holding History

Hohimer 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	$37.3K	Buy	+100	New	+$40.5K	﹤0.01%	388

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

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

Hohimer Wealth Management increased its Microsoft (MSFT) stake by 62% in Q2 2026, buying an estimated $32.5M and bringing the position to 210,530 shares worth $78.5M. The position accounts for 7.83% of the portfolio, ranked #1.

Hohimer Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Hohimer Wealth Management held 210,530 shares of Microsoft worth $78.5M as of Q2 2026.
Hohimer Wealth Management bought 80,313 Microsoft shares in Q2 2026, an estimated $32.5M.
Microsoft made up 7.83% of Hohimer Wealth Management's portfolio in Q2 2026, its #1 holding.
Hohimer Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.