Madson Wealth Advisors’s Microsoft MSFT Stock Holding History

Madson Wealth Advisors’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	$1.48M	Buy	3,968 +267	+7%	+$108K	1.01%	23
2026 Q1	$1.37M	Buy	+3,701	New	+$1.55M	1.14%	20

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

Madson Wealth Advisors's MSFT Position: Q2 2026 in Review

Madson Wealth Advisors increased its Microsoft (MSFT) stake by 7.2% in Q2 2026, buying an estimated $108K and bringing the position to 3,968 shares worth $1.48M. The position accounts for 1.01% of the portfolio, ranked #23.

Madson Wealth Advisors first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Madson Wealth Advisors held 3,968 shares of Microsoft worth $1.48M as of Q2 2026.
Madson Wealth Advisors bought 267 Microsoft shares in Q2 2026, an estimated $108K.
Microsoft made up 1.01% of Madson Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Madson Wealth Advisors first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.