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
2026 Q2	–	Sell	-61,200	Closed	-$24.8M	–	36
2026 Q1	$22.7M	Buy	61,200 +3,000	+5%	+$1.26M	0.47%	37
2025 Q4	$28.1M	Sell	58,200 -24,400	-30%	-$12.2M	0.56%	30
2025 Q3	$42.8M	Buy	+82,600	New	+$42.1M	0.85%	20
2025 Q2	–	Hold	0	–	–	–	27
2025 Q1	–	Hold	0	–	–	–	29
2024 Q4	–	Hold	0	–	–	–	35
2024 Q3	–	Hold	0	–	–	–	29
2024 Q2	–	Hold	0	–	–	–	28
2024 Q1	–	Hold	0	–	–	–	28
2023 Q4	–	Hold	0	–	–	–	29
2023 Q3	–	Hold	0	–	–	–	28
2023 Q2	–	Hold	0	–	–	–	62
2023 Q1	–	Hold	0	–	–	–	109
2022 Q4	–	Hold	0	–	–	–	107
2022 Q3	–	Hold	0	–	–	–	53
2022 Q2	–	Sell	-22,700	Closed	-$6.16M	–	45
2022 Q1	$7M	Buy	22,700 +1,500	+7%	+$451K	0.32%	46
2021 Q4	$7.13M	Sell	21,200 -100	-0.5%	-$32.4K	0.32%	46
2021 Q3	$6M	Buy	21,300 +15,600	+274%	+$4.54M	0.31%	49
2021 Q2	$1.54M	Buy	5,700 +2,500	+78%	+$635K	0.08%	121
2021 Q1	$754K	Hold	3,200	–	–	0.04%	188
2020 Q4	$712K	Buy	+3,200	New	+$688K	0.04%	177

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.