Long Island Wealth Management’s Microsoft MSFT Stock Holding History

Long Island 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	$830K	Sell	2,226 -13	-0.6%	-$5.26K	0.34%	48
2026 Q1	$829K	Buy	2,239 +62	+3%	+$25.9K	0.38%	46
2025 Q4	$1.05M	Hold	2,177	–	–	0.5%	42
2025 Q3	$1.13M	Hold	2,177	–	–	0.55%	39
2025 Q2	$1.08M	Buy	2,177 +159	+8%	+$69K	0.56%	38
2025 Q1	$758K	Hold	2,018	–	–	0.46%	45
2024 Q4	$851K	Buy	2,018 +10	+0.5%	+$4.26K	0.53%	42
2024 Q3	$864K	Sell	2,008 -90	-4%	-$38.5K	0.57%	42
2024 Q2	$938K	Sell	2,098 -10	-0.5%	-$4.22K	0.66%	36
2024 Q1	$887K	Buy	2,108 +101	+5%	+$40.9K	0.63%	38
2023 Q4	$755K	Buy	+2,007	New	+$714K	0.54%	39

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

Long Island Wealth Management's MSFT Position: Q2 2026 in Review

Long Island Wealth Management reduced its Microsoft (MSFT) stake by 0.58% in Q2 2026, selling an estimated $5.26K and leaving 2,226 shares worth $830K. The position accounts for 0.34% of the portfolio, ranked #48.

Long Island Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Long Island Wealth Management held 2,226 shares of Microsoft worth $830K as of Q2 2026.
Long Island Wealth Management sold 13 Microsoft shares in Q2 2026, an estimated $5.26K.
Microsoft made up 0.34% of Long Island Wealth Management's portfolio in Q2 2026, its #48 holding.
Long Island Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Long Island Wealth Management's Microsoft position peaked at $1.13M in Q3 2025.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.