Mission Wealth Management’s Microsoft MSFT Stock Holding History

Mission 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
2025 Q1	–	Hold	0	–	-$126K	–	694
2024 Q4	–	Hold	0	–	–	–	640
2024 Q3	–	Hold	0	–	–	–	646
2024 Q2	–	Hold	0	–	–	–	624
2024 Q1	–	Hold	0	–	–	–	283
2023 Q4	–	Hold	0	–	–	–	581
2022 Q2	–	Sell	-1,600	Closed	-$493K	–	543
2022 Q1	$493K	Buy	+1,600	New	+$481K	0.02%	315

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

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

Mission Wealth Management increased its Microsoft (MSFT) stake by 56% in Q2 2026, buying an estimated $93.9M and bringing the position to 644,605 shares worth $240M. The position accounts for 2.94% of the portfolio, ranked #7.

Mission Wealth Management first reported a position in MSFT in Q2 2015 and has held it in 45 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Mission Wealth Management held 644,605 shares of Microsoft worth $240M as of Q2 2026.
Mission Wealth Management bought 232,040 Microsoft shares in Q2 2026, an estimated $93.9M.
Microsoft made up 2.94% of Mission Wealth Management's portfolio in Q2 2026, its #7 holding.
Mission Wealth Management first reported a position in Microsoft in Q2 2015 and has held it in 45 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.