Inlight Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$266K Buy
712
+1
+0.1% +$405 0.08% 44
2026
Q1
$263K Hold
711
0.1% 40
2025
Q4
$344K Buy
711
+4
+0.6% +$2K 0.13% 39
2025
Q3
$366K Hold
707
0.17% 36
2025
Q2
$351K Sell
707
-38
-5% -$16.5K 0.18% 36
2025
Q1
$280K Buy
745
+1
+0.1% +$408 0.17% 37
2024
Q4
$314K Buy
+744
New +$317K 0.21% 42

Other funds holding MSFT

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

Inlight Wealth Management increased its Microsoft (MSFT) stake by 0.14% in Q2 2026, buying an estimated $405 and bringing the position to 712 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #44.

Inlight Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $366K in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Inlight Wealth Management held 712 shares of Microsoft worth $266K as of Q2 2026.
  • Inlight Wealth Management bought 1 Microsoft share in Q2 2026, an estimated $405.
  • Microsoft made up 0.08% of Inlight Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Inlight Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Inlight Wealth Management's Microsoft position peaked at $366K in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.