MWM
MSFT icon

MBE Wealth Management’s Microsoft MSFT Stock Holding History

MBE 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 		$1.34M Buy
3,600
+220
+7% +$89K 0.47% 34
2026
Q1 		$1.25M Buy
3,380
+191
+6% +$79.9K 0.52% 31
2025
Q4 		$1.54M Buy
3,189
+47
+1% +$23.6K 0.65% 26
2025
Q3 		$1.63M Buy
3,142
+34
+1% +$17.3K 0.7% 25
2025
Q2 		$1.55M Buy
3,108
+28
+0.9% +$12.2K 0.67% 25
2025
Q1 		$1.16M Buy
3,080
+825
+37% +$336K 0.55% 29
2024
Q4 		$950K Sell
2,255
-357
-14% -$152K 0.54% 28
2024
Q3 		$1.12M Buy
2,612
+494
+23% +$211K 0.62% 27
2024
Q2 		$947K Sell
2,118
-24
-1% -$10.1K 0.57% 28
2024
Q1 		$901K Buy
2,142
+496
+30% +$201K 0.56% 31
2023
Q4 		$619K Buy
1,646
+108
+7% +$38.4K 0.32% 38
2023
Q3 		$485K Hold
1,538
– – 0.28% 40
2023
Q2 		$524K Buy
1,538
+21
+1% +$6.58K 0.28% 39
2023
Q1 		$437K Hold
1,517
– – 0.26% 41
2022
Q4 		$364K Sell
1,517
-32
-2% -$7.68K 0.23% 46
2022
Q3 		$361K Sell
1,549
-1,065
-41% -$281K 0.26% 36
2022
Q2 		$671K Hold
2,614
– – 0.47% 23
2022
Q1 		$806K Buy
2,614
+468
+22% +$141K 0.48% 23
2021
Q4 		$722K Buy
2,146
+1
+0% +$324 0.37% 21
2021
Q3 		$605K Buy
2,145
+42
+2% +$12.2K 0.31% 21
2021
Q2 		$570K Hold
2,103
– – 0.3% 21
2021
Q1 		$496K Sell
2,103
-29
-1% -$6.73K 0.27% 34
2020
Q4 		$474K Buy
2,132
+98
+5% +$21.1K 0.32% 34
2020
Q3 		$413K Hold
2,034
– – 0.35% 29
2020
Q2 		$413K Sell
2,034
-142
-7% -$25.8K 0.35% 29
2020
Q1 		$343K Buy
2,176
+531
+32% +$87.3K 0.33% 22
2019
Q4 		$259K Buy
+1,645
New +$242K 0.26% 29

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

MBE Wealth Management increased its Microsoft (MSFT) stake by 6.5% in Q2 2026, buying an estimated $89K and bringing the position to 3,600 shares worth $1.34M. The position accounts for 0.47% of the portfolio, ranked #34.

MBE Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.63M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • MBE Wealth Management held 3,600 shares of Microsoft worth $1.34M as of Q2 2026.
  • MBE Wealth Management bought 220 Microsoft shares in Q2 2026, an estimated $89K.
  • Microsoft made up 0.47% of MBE Wealth Management's portfolio in Q2 2026, its #34 holding.
  • MBE Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • MBE Wealth Management's Microsoft position peaked at $1.63M in Q3 2025.
  • 2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.