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Marks Group Wealth Management’s Microsoft MSFT Stock Holding History

Marks Group 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 		$12.7M Sell
33,921
-4,144
-11% -$1.68M 1.1% 18
2026
Q1 		$14.1M Sell
38,065
-1,508
-4% -$631K 1.36% 9
2025
Q4 		$19.1M Buy
39,573
+9,711
+33% +$4.87M 1.83% 4
2025
Q3 		$15.5M Sell
29,862
-2,203
-7% -$1.12M 1.44% 8
2025
Q2 		$15.9M Sell
32,065
-445
-1% -$193K 1.48% 8
2025
Q1 		$12.2M Buy
32,510
+451
+1% +$184K 1.17% 12
2024
Q4 		$13.5M Buy
32,059
+678
+2% +$289K 1.33% 9
2024
Q3 		$13.5M Buy
31,381
+762
+2% +$326K 1.29% 9
2024
Q2 		$13.7M Buy
30,619
+144
+0.5% +$60.8K 1.44% 8
2024
Q1 		$12.8M Buy
30,475
+370
+1% +$150K 1.34% 9
2023
Q4 		$11.3M Buy
30,105
+1,587
+6% +$565K 1.29% 9
2023
Q3 		$9M Sell
28,518
-113
-0.4% -$37.3K 1.11% 9
2023
Q2 		$9.75M Sell
28,631
-45
-0.2% -$14.1K 1.16% 9
2023
Q1 		$8.27M Buy
28,676
+6,279
+28% +$1.6M 1.06% 11
2022
Q4 		$5.37M Buy
22,397
+14,500
+184% +$3.48M 0.73% 59
2022
Q3 		$1.84M Sell
7,897
-27
-0.3% -$7.13K 0.28% 107
2022
Q2 		$2.04M Buy
7,924
+250
+3% +$67.9K 0.29% 102
2022
Q1 		$2.37M Buy
7,674
+852
+12% +$256K 0.3% 101
2021
Q4 		$2.29M Buy
6,822
+791
+13% +$256K 0.28% 111
2021
Q3 		$1.7M Buy
6,031
+4,253
+239% +$1.24M 0.23% 117
2021
Q2 		$481K Buy
1,778
+63
+4% +$16K 0.07% 186
2021
Q1 		$405K Buy
1,715
+2
+0.1% +$464 0.06% 188
2020
Q4 		$381K Buy
1,713
+102
+6% +$21.9K 0.06% 189
2020
Q3 		$339K Sell
1,611
-26
-2% -$5.46K 0.06% 191
2020
Q2 		$333K Buy
+1,637
New +$297K 0.07% 187

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

Marks Group Wealth Management's MSFT Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $1.68M and leaving 33,921 shares worth $12.7M. The position accounts for 1.1% of the portfolio, ranked #18.

Marks Group Wealth Management first reported a position in MSFT in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.1M in Q4 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Marks Group Wealth Management held 33,921 shares of Microsoft worth $12.7M as of Q2 2026.
  • Marks Group Wealth Management sold 4,144 Microsoft shares in Q2 2026, an estimated $1.68M.
  • Microsoft made up 1.1% of Marks Group Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Marks Group Wealth Management first reported a position in Microsoft in Q2 2020 and has held it in 25 quarters since.
  • Marks Group Wealth Management's Microsoft position peaked at $19.1M in Q4 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.