Landmark Wealth Management (New York)’s Microsoft MSFT Stock Holding History

Landmark Wealth Management (New York)’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	$2.4M	Buy	6,430 +16	+0.2%	+$6.47K	0.57%	41
2026 Q1	$2.37M	Buy	6,414 +5,242	+447%	+$2.19M	0.64%	36
2025 Q4	$567K	Sell	1,172 -3	-0.3%	-$1.5K	0.22%	55
2025 Q3	$609K	Sell	1,175 -17	-1%	-$8.67K	0.24%	55
2025 Q2	$593K	Sell	1,192 -34	-3%	-$14.8K	0.25%	56
2025 Q1	$460K	Sell	1,226 -10	-0.8%	-$4.08K	0.2%	51
2024 Q4	$521K	Buy	1,236 +1	+0.1%	+$426	0.23%	50
2024 Q3	$531K	Buy	+1,235	New	+$528K	0.23%	49
2024 Q2	–	Sell	-3,338	Closed	-$1.4M	–	61
2024 Q1	$1.4M	Sell	3,338 -108	-3%	-$43.7K	0.65%	38
2023 Q4	$1.3M	Buy	3,446 +25	+0.7%	+$8.9K	0.64%	37
2023 Q3	$1.08M	Buy	+3,421	New	+$1.13M	0.61%	38
2023 Q2	–	Sell	-3,425	Closed	-$987K	–	57
2023 Q1	$987K	Buy	3,425 +2,490	+266%	+$635K	0.55%	38
2022 Q4	$224K	Buy	935 +14	+2%	+$3.36K	0.16%	64
2022 Q3	$215K	Buy	+921	New	+$243K	0.16%	60
2022 Q2	–	Sell	-3,698	Closed	-$1.14M	–	61
2022 Q1	$1.14M	Buy	+3,698	New	+$1.11M	0.61%	36

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

Landmark Wealth Management (New York)'s MSFT Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Microsoft (MSFT) stake by 0.25% in Q2 2026, buying an estimated $6.47K and bringing the position to 6,430 shares worth $2.4M. The position accounts for 0.57% of the portfolio, ranked #41.

Landmark Wealth Management (New York) first reported a position in MSFT in Q1 2022 and has held it in 15 quarters since. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Landmark Wealth Management (New York) held 6,430 shares of Microsoft worth $2.4M as of Q2 2026.
Landmark Wealth Management (New York) bought 16 Microsoft shares in Q2 2026, an estimated $6.47K.
Microsoft made up 0.57% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #41 holding.
Landmark Wealth Management (New York) first reported a position in Microsoft in Q1 2022 and has held it in 15 quarters since.
6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.