Liberty Square Wealth Partners’s Microsoft MSFT Stock Holding History

Liberty Square Wealth Partners’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	$4.46M	Sell	11,952 -55	-0.5%	-$22.3K	1.06%	14
2026 Q1	$4.44M	Sell	12,007 -96	-0.8%	-$40.2K	1.24%	13
2025 Q4	$5.85M	Sell	12,103 -40	-0.3%	-$20K	1.67%	13
2025 Q3	$6.29M	Sell	12,143 -123	-1%	-$62.7K	1.94%	10
2025 Q2	$6.1M	Sell	12,266 -188	-2%	-$81.6K	2.11%	8
2025 Q1	$4.68M	Sell	12,454 -325	-3%	-$133K	1.78%	10
2024 Q4	$5.22M	Buy	+12,779	New	+$5.44M	1.9%	10

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

Liberty Square Wealth Partners's MSFT Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Microsoft (MSFT) stake by 0.46% in Q2 2026, selling an estimated $22.3K and leaving 11,952 shares worth $4.46M. The position accounts for 1.06% of the portfolio, ranked #14.

Liberty Square Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.29M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Liberty Square Wealth Partners held 11,952 shares of Microsoft worth $4.46M as of Q2 2026.
Liberty Square Wealth Partners sold 55 Microsoft shares in Q2 2026, an estimated $22.3K.
Microsoft made up 1.06% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #14 holding.
Liberty Square Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Microsoft position peaked at $6.29M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.