Master's Wealth Management’s Microsoft MSFT Stock Holding History

Master's 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	$848K	Buy	2,274 +295	+15%	+$119K	0.26%	23
2026 Q1	$732K	Buy	1,979 +705	+55%	+$295K	0.25%	23
2025 Q4	$616K	Buy	1,274 +838	+192%	+$420K	0.22%	27
2025 Q3	$226K	Sell	436 -2	-0.5%	-$1.02K	0.1%	41
2025 Q2	$218K	Buy	+438	New	+$190K	0.1%	41

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

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

Master's Wealth Management increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $119K and bringing the position to 2,274 shares worth $848K. The position accounts for 0.26% of the portfolio, ranked #23.

Master's Wealth Management first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Master's Wealth Management held 2,274 shares of Microsoft worth $848K as of Q2 2026.
Master's Wealth Management bought 295 Microsoft shares in Q2 2026, an estimated $119K.
Microsoft made up 0.26% of Master's Wealth Management's portfolio in Q2 2026, its #23 holding.
Master's Wealth Management first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Master's Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.