Howard Wealth Management’s Microsoft MSFT Stock Holding History

Howard 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	$1.57M	Buy	4,207 +87	+2%	+$35.2K	0.58%	43
2026 Q1	$1.53M	Buy	4,120 +765	+23%	+$320K	0.64%	42
2025 Q4	$1.62M	Sell	3,355 -63	-2%	-$31.6K	0.71%	38
2025 Q3	$1.77M	Sell	3,418 -52	-1%	-$26.5K	0.81%	37
2025 Q2	$1.73M	Sell	3,470 -47	-1%	-$20.4K	0.87%	35
2025 Q1	$1.32M	Sell	3,517 -46	-1%	-$18.8K	0.74%	38
2024 Q4	$1.5M	Buy	3,563 +32	+0.9%	+$13.6K	0.81%	35
2024 Q3	$1.52M	Sell	3,531 -12	-0.3%	-$5.13K	0.88%	31
2024 Q2	$1.58M	Buy	3,543 +25	+0.7%	+$10.6K	1.25%	19
2024 Q1	$1.48M	Buy	3,518 +528	+18%	+$214K	1.2%	19
2023 Q4	$1.12M	Sell	2,990 -225	-7%	-$80.1K	0.94%	27
2023 Q3	$1.02M	Sell	3,215 -23	-0.7%	-$7.6K	0.94%	27
2023 Q2	$1.1M	Sell	3,238 -84	-3%	-$26.3K	0.96%	27
2023 Q1	$958K	Sell	3,322 -120	-3%	-$30.6K	0.8%	35
2022 Q4	$825K	Sell	3,442 -81	-2%	-$19.4K	0.68%	42
2022 Q3	$820K	Buy	3,523 +2,013	+133%	+$532K	0.58%	45
2022 Q2	$387K	Sell	1,510 -1,960	-56%	-$532K	0.41%	41
2022 Q1	$1.07M	Sell	3,470 -7	-0.2%	-$2.11K	0.58%	46
2021 Q4	$1.17M	Sell	3,477 -70	-2%	-$22.7K	0.62%	45
2021 Q3	$999K	Buy	3,547 +7	+0.2%	+$2.04K	0.56%	51
2021 Q2	$958K	Sell	3,540 -461	-12%	-$117K	0.53%	53
2021 Q1	$943K	Sell	4,001 -64	-2%	-$14.8K	0.55%	51
2020 Q4	$904K	Sell	4,065 -371	-8%	-$79.8K	0.56%	49
2020 Q3	$933K	Sell	4,436 -513	-10%	-$108K	0.67%	43
2020 Q2	$1.01M	Buy	4,949 +274	+6%	+$49.7K	0.82%	34
2020 Q1	$737K	Buy	4,675 +60	+1%	+$9.87K	0.77%	37
2019 Q4	$727K	Buy	+4,615	New	+$678K	0.61%	33

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Howard Wealth Management increased its Microsoft (MSFT) stake by 2.1% in Q2 2026, buying an estimated $35.2K and bringing the position to 4,207 shares worth $1.57M. The position accounts for 0.58% of the portfolio, ranked #43.

Howard Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.77M in Q3 2025. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Howard Wealth Management held 4,207 shares of Microsoft worth $1.57M as of Q2 2026.
Howard Wealth Management bought 87 Microsoft shares in Q2 2026, an estimated $35.2K.
Microsoft made up 0.58% of Howard Wealth Management's portfolio in Q2 2026, its #43 holding.
Howard Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
Howard Wealth Management's Microsoft position peaked at $1.77M in Q3 2025.
2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.