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Melfa Wealth Management’s Microsoft MSFT Stock Holding History

Melfa 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 		$982K Sell
2,632
-5
-0.2% -$2.02K 0.53% 44
2026
Q1 		$976K Buy
2,637
+14
+0.5% +$5.86K 0.56% 42
2025
Q4 		$1.27M Sell
2,623
-6
-0.2% -$3.01K 0.73% 34
2025
Q3 		$1.36M Sell
2,629
-48
-2% -$24.5K 0.8% 31
2025
Q2 		$1.33M Hold
2,677
– – 0.84% 28
2025
Q1 		$1M Buy
2,677
+295
+12% +$120K 0.68% 37
2024
Q4 		$1M Buy
2,382
+228
+11% +$97.1K 0.67% 39
2024
Q3 		$927K Sell
2,154
-25
-1% -$10.7K 0.61% 43
2024
Q2 		$974K Buy
2,179
+270
+14% +$114K 0.68% 39
2024
Q1 		$803K Buy
+1,909
New +$773K 0.58% 46

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

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

Melfa Wealth Management reduced its Microsoft (MSFT) stake by 0.19% in Q2 2026, selling an estimated $2.02K and leaving 2,632 shares worth $982K. The position accounts for 0.53% of the portfolio, ranked #44.

Melfa Wealth Management first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Melfa Wealth Management held 2,632 shares of Microsoft worth $982K as of Q2 2026.
  • Melfa Wealth Management sold 5 Microsoft shares in Q2 2026, an estimated $2.02K.
  • Microsoft made up 0.53% of Melfa Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Melfa Wealth Management first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Melfa Wealth Management's Microsoft position peaked at $1.36M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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