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Lee-Kelleher Wealth Management’s Microsoft MSFT Stock Holding History

Lee-Kelleher 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 		$239K Buy
+642
New +$260K 0.13% 41
2026
Q1 		– Sell
-516
Closed -$250K – 44
2025
Q4 		$250K Hold
516
– – 0.15% 36
2025
Q3 		$267K Sell
516
-6
-1% -$3.06K 0.16% 34
2025
Q2 		$260K Buy
+522
New +$227K 0.17% 34
2025
Q1 		– Sell
-516
Closed -$217K – 37
2024
Q4 		$217K Buy
+516
New +$220K 0.15% 38

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lee-Kelleher Wealth Management's MSFT Position: Q2 2026 in Review

Lee-Kelleher Wealth Management opened a new position in Microsoft (MSFT) in Q2 2026: 642 shares worth $239K. The stake represents 0.13% of the portfolio and ranks #41 among its holdings. This is a return to the name: Lee-Kelleher Wealth Management previously reported a position in MSFT as recently as Q4 2025.

Lee-Kelleher Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. The position peaked at $267K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lee-Kelleher Wealth Management held 642 shares of Microsoft worth $239K as of Q2 2026.
  • Microsoft was a new Lee-Kelleher Wealth Management position in Q2 2026.
  • Microsoft made up 0.13% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Lee-Kelleher Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • Lee-Kelleher Wealth Management's Microsoft position peaked at $267K in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.