Infinity Wealth Counsel’s Microsoft MSFT Stock Holding History

Infinity Wealth Counsel’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	$355K	Buy	953 +29	+3%	+$11.7K	0.29%	52
2026 Q1	$342K	Sell	924 -4	-0.4%	-$1.67K	0.31%	49
2025 Q4	$449K	Sell	928 -25	-3%	-$12.5K	0.41%	45
2025 Q3	$494K	Hold	953	–	–	0.48%	43
2025 Q2	$474K	Sell	953 -41	-4%	-$17.8K	0.48%	40
2025 Q1	$373K	Sell	994 -30	-3%	-$12.2K	0.4%	43
2024 Q4	$432K	Buy	+1,024	New	+$436K	0.46%	41

Other funds holding MSFT

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

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Infinity Wealth Counsel's MSFT Position: Q2 2026 in Review

Infinity Wealth Counsel increased its Microsoft (MSFT) stake by 3.1% in Q2 2026, buying an estimated $11.7K and bringing the position to 953 shares worth $355K. The position accounts for 0.29% of the portfolio, ranked #52.

Infinity Wealth Counsel first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $494K in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Infinity Wealth Counsel held 953 shares of Microsoft worth $355K as of Q2 2026.
Infinity Wealth Counsel bought 29 Microsoft shares in Q2 2026, an estimated $11.7K.
Microsoft made up 0.29% of Infinity Wealth Counsel's portfolio in Q2 2026, its #52 holding.
Infinity Wealth Counsel first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Infinity Wealth Counsel's Microsoft position peaked at $494K in Q3 2025.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.