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Libra Wealth’s Microsoft MSFT Stock Holding History

Libra Wealth’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 		$4.3M Buy
11,520
+473
+4% +$191K 1.1% 18
2026
Q1 		$4.09M Sell
11,047
-21
-0.2% -$8.79K 1.15% 18
2025
Q4 		$5.35M Buy
11,068
+56
+0.5% +$28.1K 1.5% 15
2025
Q3 		$5.7M Sell
11,012
-246
-2% -$125K 1.71% 15
2025
Q2 		$5.6M Buy
11,258
+412
+4% +$179K 1.83% 15
2025
Q1 		$4.07M Buy
10,846
+855
+9% +$349K 1.53% 16
2024
Q4 		$4.21M Sell
9,991
-165
-2% -$70.3K 1.64% 15
2024
Q3 		$4.37M Sell
10,156
-242
-2% -$103K 1.75% 15
2024
Q2 		$4.65M Buy
10,398
+1,001
+11% +$423K 2.01% 13
2024
Q1 		$3.95M Sell
9,397
-225
-2% -$91.1K 1.73% 15
2023
Q4 		$3.62M Sell
9,622
-138
-1% -$49.1K 1.8% 13
2023
Q3 		$3.08M Hold
9,760
– – 1.71% 14
2023
Q2 		$3.32M Hold
9,760
– – 1.81% 13
2023
Q1 		$2.81M Hold
9,760
– – 1.63% 13
2022
Q4 		$2.34M Buy
9,760
+7,725
+380% +$1.85M 0.06% 17
2022
Q3 		$474K Buy
2,035
+1,198
+143% +$316K 0.31% 30
2022
Q2 		$215K Hold
837
– – 0.15% 39
2022
Q1 		$258K Buy
+837
New +$252K 0.15% 25

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

Libra Wealth's MSFT Position: Q2 2026 in Review

Libra Wealth increased its Microsoft (MSFT) stake by 4.3% in Q2 2026, buying an estimated $191K and bringing the position to 11,520 shares worth $4.3M. The position accounts for 1.1% of the portfolio, ranked #18.

Libra Wealth first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.7M in Q3 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Libra Wealth held 11,520 shares of Microsoft worth $4.3M as of Q2 2026.
  • Libra Wealth bought 473 Microsoft shares in Q2 2026, an estimated $191K.
  • Microsoft made up 1.1% of Libra Wealth's portfolio in Q2 2026, its #18 holding.
  • Libra Wealth first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
  • Libra Wealth's Microsoft position peaked at $5.7M in Q3 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.