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Madison Wealth Partners’s Microsoft MSFT Stock Holding History

Madison 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 		$8.66M Buy
23,220
+3,998
+21% +$1.62M 1.1% 18
2026
Q1 		$7.12M Buy
19,222
+819
+4% +$343K 1.13% 18
2025
Q4 		$8.9M Buy
18,403
+93
+0.5% +$46.6K 1.62% 13
2025
Q3 		$9.48M Sell
18,310
-5
-0% -$2.55K 1.88% 13
2025
Q2 		$9.11M Sell
18,315
-171
-0.9% -$74.3K 1.99% 12
2025
Q1 		$6.94M Buy
18,486
+102
+0.6% +$41.6K 1.71% 13
2024
Q4 		$7.75M Sell
18,384
-139
-0.8% -$59.2K 2.17% 10
2024
Q3 		$7.97M Buy
18,523
+1,989
+12% +$850K 2.36% 10
2024
Q2 		$7.39M Sell
16,534
-207
-1% -$87.4K 2.53% 8
2024
Q1 		$7.04M Buy
16,741
+1,508
+10% +$610K 2.55% 8
2023
Q4 		$5.73M Buy
15,233
+3,630
+31% +$1.29M 2.27% 10
2023
Q3 		$3.66M Buy
11,603
+1,110
+11% +$367K 1.85% 11
2023
Q2 		$3.57M Buy
10,493
+13
+0.1% +$4.07K 1.67% 12
2023
Q1 		$3.02M Sell
10,480
-43
-0.4% -$11K 1.52% 15
2022
Q4 		$2.52M Buy
10,523
+400
+4% +$96K 1.47% 14
2022
Q3 		$2.36M Buy
10,123
+202
+2% +$53.3K 1.54% 14
2022
Q2 		$2.55M Buy
9,921
+1,267
+15% +$344K 1.62% 14
2022
Q1 		$2.67M Buy
8,654
+236
+3% +$71K 1.49% 14
2021
Q4 		$2.83M Buy
8,418
+130
+2% +$42.1K 1.42% 14
2021
Q3 		$2.34M Buy
8,288
+160
+2% +$46.6K 1.32% 14
2021
Q2 		$2.2M Buy
8,128
+1,667
+26% +$424K 1.26% 15
2021
Q1 		$1.44M Hold
6,461
– – 1.01% 16
2020
Q4 		$1.44M Buy
+6,461
New +$1.39M 0.96% 17

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

Madison Wealth Partners's MSFT Position: Q2 2026 in Review

Madison Wealth Partners increased its Microsoft (MSFT) stake by 21% in Q2 2026, buying an estimated $1.62M and bringing the position to 23,220 shares worth $8.66M. The position accounts for 1.1% of the portfolio, ranked #18.

Madison Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.48M in Q3 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Madison Wealth Partners held 23,220 shares of Microsoft worth $8.66M as of Q2 2026.
  • Madison Wealth Partners bought 3,998 Microsoft shares in Q2 2026, an estimated $1.62M.
  • Microsoft made up 1.1% of Madison Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Madison Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Madison Wealth Partners's Microsoft position peaked at $9.48M in Q3 2025.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.