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Massachusetts Wealth Management’s Microsoft MSFT Stock Holding History

Massachusetts 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 		$3.64M Buy
9,749
+10
+0.1% +$4.05K 1.39% 24
2026
Q1 		$3.61M Buy
9,739
+115
+1% +$48.1K 1.56% 20
2025
Q4 		$4.65M Buy
9,624
+19
+0.2% +$9.52K 2.17% 9
2025
Q3 		$4.97M Sell
9,605
-115
-1% -$58.7K 2.47% 7
2025
Q2 		$4.83M Hold
9,720
– – 2.73% 4
2025
Q1 		$3.65M Sell
9,720
-89
-0.9% -$36.3K 2.5% 7
2024
Q4 		$4.13M Sell
9,809
-77
-0.8% -$32.8K 2.55% 5
2024
Q3 		$4.25M Buy
9,886
+246
+3% +$105K 2.68% 5
2024
Q2 		$4.31M Buy
9,640
+25
+0.3% +$10.6K 2.89% 5
2024
Q1 		$4.05M Buy
9,615
+120
+1% +$48.6K 2.85% 4
2023
Q4 		$3.57M Buy
9,495
+242
+3% +$86.1K 2.88% 6
2023
Q3 		$2.92M Buy
9,253
+50
+0.5% +$16.5K 2.68% 9
2023
Q2 		$3.13M Buy
9,203
+125
+1% +$39.2K 3% 6
2023
Q1 		$2.62M Sell
9,078
-175
-2% -$44.6K 2.7% 8
2022
Q4 		$2.29M Buy
+9,253
New +$2.22M 2.22% 11

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

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

Massachusetts Wealth Management increased its Microsoft (MSFT) stake by 0.1% in Q2 2026, buying an estimated $4.05K and bringing the position to 9,749 shares worth $3.64M. The position accounts for 1.39% of the portfolio, ranked #24.

Massachusetts Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.97M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Massachusetts Wealth Management held 9,749 shares of Microsoft worth $3.64M as of Q2 2026.
  • Massachusetts Wealth Management bought 10 Microsoft shares in Q2 2026, an estimated $4.05K.
  • Microsoft made up 1.39% of Massachusetts Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Massachusetts Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Microsoft position peaked at $4.97M in Q3 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.