MilWealth Group’s Microsoft MSFT Stock Holding History

MilWealth Group’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	$57.4K	Hold	154	–	–	0.01%	46
2026 Q1	$57K	Hold	154	–	–	0.01%	43
2025 Q4	$74.5K	Buy	154 +14	+10%	+$7.02K	0.02%	39
2025 Q3	$72.5K	Hold	140	–	–	0.02%	37
2025 Q2	$69.6K	Hold	140	–	–	0.02%	37
2025 Q1	$52.6K	Hold	140	–	–	0.01%	42
2024 Q4	$59K	Hold	140	–	–	0.02%	57
2024 Q3	$60.2K	Hold	140	–	–	0.02%	41
2024 Q2	$62.6K	Hold	140	–	–	0.02%	37
2024 Q1	$58.9K	Sell	140 -10	-7%	-$4.05K	0.02%	38
2023 Q4	$56.4K	Hold	150	–	–	0.02%	37
2023 Q3	$47.4K	Sell	150 -42	-22%	-$13.9K	0.02%	37
2023 Q2	$65.4K	Hold	192	–	–	0.03%	34
2023 Q1	$55.4K	Hold	192	–	–	0.02%	36
2022 Q4	$46K	Hold	192	–	–	0.02%	36
2022 Q3	$44.7K	Hold	192	–	–	0.02%	34
2022 Q2	$49.3K	Hold	192	–	–	0.02%	39
2022 Q1	$59.2K	Sell	192 -18	-9%	-$5.42K	0.02%	39
2021 Q4	$70.6K	Hold	210	–	–	0.03%	34
2021 Q3	$59.2K	Buy	210 +18	+9%	+$5.24K	0.02%	37
2021 Q2	$52K	Hold	192	–	–	0.02%	34
2021 Q1	$45.3K	Buy	+192	New	+$44.5K	0.02%	33
2020 Q3	–	Sell	-100	Closed	-$20.4K	–	67
2020 Q2	$20.4K	Sell	100 -177	-64%	-$32.1K	0.01%	37
2020 Q1	$43.7K	Buy	277 +17	+7%	+$2.8K	0.03%	32
2019 Q4	$41K	Hold	260	–	–	0.03%	35
2019 Q3	$36.1K	Hold	260	–	–	0.03%	36
2019 Q2	$34.8K	Hold	260	–	–	0.03%	32
2019 Q1	$30.7K	Sell	260 -365	-58%	-$39.8K	0.03%	35
2018 Q4	$63.5K	Buy	+625	New	+$67K	0.06%	25

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

MilWealth Group's MSFT Position: Q2 2026 in Review

MilWealth Group held its Microsoft (MSFT) position steady in Q2 2026 at 154 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #46.

MilWealth Group first reported a position in MSFT in Q4 2018 and has held it in 29 quarters since. The position peaked at $74.5K in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

MilWealth Group held 154 shares of Microsoft worth $57.4K as of Q2 2026.
MilWealth Group left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.01% of MilWealth Group's portfolio in Q2 2026, its #46 holding.
MilWealth Group first reported a position in Microsoft in Q4 2018 and has held it in 29 quarters since.
MilWealth Group's Microsoft position peaked at $74.5K in Q4 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.