Ledgewood Wealth Advisors’s Microsoft MSFT Stock Holding History

Ledgewood Wealth Advisors’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	$574K	Buy	1,539 +190	+14%	+$76.9K	0.3%	42
2026 Q1	$499K	Hold	1,349	–	–	0.28%	46
2025 Q4	$652K	Hold	1,349	–	–	0.38%	36
2025 Q3	$699K	Hold	1,349	–	–	0.41%	35
2025 Q2	$671K	Hold	1,349	–	–	0.42%	35
2025 Q1	$506K	Hold	1,349	–	–	0.33%	38
2024 Q4	$569K	Hold	1,349	–	–	0.37%	38
2024 Q3	$580K	Buy	+1,349	New	+$577K	0.39%	33

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

Ledgewood Wealth Advisors's MSFT Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $76.9K and bringing the position to 1,539 shares worth $574K. The position accounts for 0.3% of the portfolio, ranked #42.

Ledgewood Wealth Advisors first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $699K in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ledgewood Wealth Advisors held 1,539 shares of Microsoft worth $574K as of Q2 2026.
Ledgewood Wealth Advisors bought 190 Microsoft shares in Q2 2026, an estimated $76.9K.
Microsoft made up 0.3% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Ledgewood Wealth Advisors first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
Ledgewood Wealth Advisors's Microsoft position peaked at $699K in Q3 2025.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.