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Horizon Wealth Management’s Microsoft MSFT Stock Holding History

Horizon 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 		$4.09M Buy
10,966
+35
+0.3% +$14.2K 0.52% 33
2026
Q1 		$4.05M Buy
10,931
+164
+2% +$68.6K 0.59% 35
2025
Q4 		$5.21M Sell
10,767
-46
-0.4% -$23.1K 0.81% 24
2025
Q3 		$5.6M Sell
10,813
-70
-0.6% -$35.7K 0.82% 25
2025
Q2 		$5.41M Sell
10,883
-1,354
-11% -$588K 0.95% 22
2025
Q1 		$4.59M Buy
12,237
+516
+4% +$210K 0.77% 21
2024
Q4 		$4.94M Buy
11,721
+47
+0.4% +$20K 0.86% 19
2024
Q3 		$5.02M Sell
11,674
-79
-0.7% -$33.8K 1% 17
2024
Q2 		$5.25M Sell
11,753
-969
-8% -$409K 1.25% 15
2024
Q1 		$5.35M Buy
12,722
+1,024
+9% +$415K 1.4% 16
2023
Q4 		$4.4M Buy
11,698
+249
+2% +$88.6K 1.22% 17
2023
Q3 		$3.61M Buy
11,449
+609
+6% +$201K 1.45% 13
2023
Q2 		$3.69M Buy
10,840
+398
+4% +$125K 1.46% 15
2023
Q1 		$3.01M Sell
10,442
-923
-8% -$235K 2.26% 11
2022
Q4 		$2.73M Sell
11,365
-27,371
-71% -$6.57M 2.22% 12
2022
Q3 		$9.02M Buy
38,736
+607
+2% +$160K 6.61% 5
2022
Q2 		$9.79M Buy
38,129
+2,002
+6% +$543K 4.06% 8
2022
Q1 		$11.1M Buy
36,127
+751
+2% +$226K 3.46% 7
2021
Q4 		$11.9M Buy
+35,376
New +$11.5M 3.47% 8

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

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

Horizon Wealth Management increased its Microsoft (MSFT) stake by 0.32% in Q2 2026, buying an estimated $14.2K and bringing the position to 10,966 shares worth $4.09M. The position accounts for 0.52% of the portfolio, ranked #33.

Horizon Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q4 2021. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Horizon Wealth Management held 10,966 shares of Microsoft worth $4.09M as of Q2 2026.
  • Horizon Wealth Management bought 35 Microsoft shares in Q2 2026, an estimated $14.2K.
  • Microsoft made up 0.52% of Horizon Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Horizon Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Horizon Wealth Management's Microsoft position peaked at $11.9M in Q4 2021.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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