M Wealth Management LLC’s Microsoft MSFT Stock Holding History

M Wealth Management LLC’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	$331K	Hold	888	–	–	0.26%	47
2026 Q1	$329K	Buy	888 +200	+29%	+$83.7K	0.28%	45
2025 Q4	$333K	Hold	688	–	–	0.29%	39
2025 Q3	$356K	Hold	688	–	–	0.31%	35
2025 Q2	$342K	Buy	+688	New	+$299K	0.32%	32

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

M Wealth Management LLC's MSFT Position: Q2 2026 in Review

M Wealth Management LLC held its Microsoft (MSFT) position steady in Q2 2026 at 888 shares worth $331K. The position accounts for 0.26% of the portfolio, ranked #47.

M Wealth Management LLC first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $356K in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

M Wealth Management LLC held 888 shares of Microsoft worth $331K as of Q2 2026.
M Wealth Management LLC left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.26% of M Wealth Management LLC's portfolio in Q2 2026, its #47 holding.
M Wealth Management LLC first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
M Wealth Management LLC's Microsoft position peaked at $356K in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.