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McMill Wealth Management’s Microsoft MSFT Stock Holding History

McMill 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 		$856K Sell
2,296
-286
-11% -$116K 0.21% 39
2026
Q1 		$956K Buy
2,582
+278
+12% +$116K 0.25% 34
2025
Q4 		$1.11M Hold
2,304
– – 0.31% 32
2025
Q3 		$1.19M Hold
2,304
– – 0.34% 31
2025
Q2 		$1.15M Buy
2,304
+41
+2% +$17.8K 0.38% 30
2025
Q1 		$850K Sell
2,263
-294
-11% -$120K 0.31% 33
2024
Q4 		$1.08M Buy
+2,557
New +$1.09M 0.44% 27

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

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

McMill Wealth Management reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $116K and leaving 2,296 shares worth $856K. The position accounts for 0.21% of the portfolio, ranked #39.

McMill Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 6,227 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • McMill Wealth Management held 2,296 shares of Microsoft worth $856K as of Q2 2026.
  • McMill Wealth Management sold 286 Microsoft shares in Q2 2026, an estimated $116K.
  • Microsoft made up 0.21% of McMill Wealth Management's portfolio in Q2 2026, its #39 holding.
  • McMill Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • McMill Wealth Management's Microsoft position peaked at $1.19M in Q3 2025.
  • 6,227 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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