Magnolia Wealth Management’s Microsoft MSFT Stock Holding History

Magnolia 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	$1.27M	Hold	3,405	–	–	0.66%	7
2026 Q1	$1.26M	Sell	3,405 -7	-0.2%	-$2.93K	0.73%	7
2025 Q4	$1.65M	Buy	3,412 +330	+11%	+$165K	0.99%	7
2025 Q3	$1.6M	Sell	3,082 -37	-1%	-$18.9K	0.99%	7
2025 Q2	$1.55M	Hold	3,119	–	–	1.01%	7
2025 Q1	$1.17M	Sell	3,119 -352	-10%	-$144K	0.84%	7
2024 Q4	$1.46M	Hold	3,471	–	–	1.02%	7
2024 Q3	$1.49M	Hold	3,471	–	–	1.06%	7
2024 Q2	$1.55M	Buy	3,471 +1,567	+82%	+$662K	1.17%	7
2024 Q1	$805K	Buy	1,904 +841	+79%	+$340K	0.33%	9
2023 Q4	$400K	Hold	1,063	–	–	0.34%	9
2023 Q3	$336K	Buy	1,063 +88	+9%	+$29.1K	0.31%	10
2023 Q2	$332K	Buy	975 +155	+19%	+$48.6K	0.31%	10
2023 Q1	$236K	Buy	+820	New	+$209K	0.24%	11
2022 Q2	–	Sell	-709	Closed	-$219K	–	11
2022 Q1	$219K	Hold	709	–	–	0.23%	11
2021 Q4	$238K	Buy	+709	New	+$230K	0.24%	13

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

Magnolia Wealth Management's MSFT Position: Q2 2026 in Review

Magnolia Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 3,405 shares worth $1.27M. The position accounts for 0.66% of the portfolio, ranked #7.

Magnolia Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.65M in Q4 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Magnolia Wealth Management held 3,405 shares of Microsoft worth $1.27M as of Q2 2026.
Magnolia Wealth Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.66% of Magnolia Wealth Management's portfolio in Q2 2026, its #7 holding.
Magnolia Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 16 quarters since.
Magnolia Wealth Management's Microsoft position peaked at $1.65M in Q4 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.