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McGlone Suttner Wealth Management’s Microsoft MSFT Stock Holding History

McGlone Suttner 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 		$6.09M Buy
16,315
+176
+1% +$71.2K 0.71% 21
2026
Q1 		$5.97M Buy
16,139
+788
+5% +$330K 0.79% 19
2025
Q4 		$7.42M Sell
15,351
-627
-4% -$314K 1% 14
2025
Q3 		$8.28M Sell
15,978
-9
-0.1% -$4.59K 1.16% 14
2025
Q2 		$7.95M Sell
15,987
-107
-0.7% -$46.5K 1.2% 14
2025
Q1 		$6.04M Buy
16,094
+245
+2% +$99.9K 0.99% 15
2024
Q4 		$6.68M Buy
15,849
+1,989
+14% +$847K 1.12% 14
2024
Q3 		$5.96M Sell
13,860
-720
-5% -$308K 1.24% 14
2024
Q2 		$5.48M Sell
14,580
-662
-4% -$280K 1.13% 14
2024
Q1 		$6.41M Buy
15,242
+662
+5% +$268K 1.2% 14
2023
Q4 		$5.48M Buy
14,580
+196
+1% +$69.8K 1.08% 14
2023
Q3 		$4.54M Buy
14,384
+415
+3% +$137K 1.05% 15
2023
Q2 		$4.76M Buy
13,969
+55
+0.4% +$17.2K 1.09% 14
2023
Q1 		$4.01M Buy
13,914
+378
+3% +$96.4K 1.03% 15
2022
Q4 		$3.25M Buy
+13,536
New +$3.25M 1.03% 16

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

McGlone Suttner Wealth Management's MSFT Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $71.2K and bringing the position to 16,315 shares worth $6.09M. The position accounts for 0.71% of the portfolio, ranked #21.

McGlone Suttner Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.28M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • McGlone Suttner Wealth Management held 16,315 shares of Microsoft worth $6.09M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 176 Microsoft shares in Q2 2026, an estimated $71.2K.
  • Microsoft made up 0.71% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #21 holding.
  • McGlone Suttner Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Microsoft position peaked at $8.28M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.