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Mittelman Wealth Management’s Microsoft MSFT Stock Holding History

Mittelman 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 		$409K Sell
430
-789
-65% -$319K 0.27% 40
2026
Q1 		$451K Buy
1,219
+681
+127% +$285K 0.28% 38
2025
Q4 		$261K Buy
+538
New +$270K 0.17% 40
2024
Q3 		– Sell
-5,084
Closed -$2.27M – 56
2024
Q2 		$2.27M Sell
5,084
-3
-0.1% -$1.27K 1.47% 15
2024
Q1 		$2.14M Buy
+5,087
New +$2.06M 1.45% 18

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

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

Mittelman Wealth Management reduced its Microsoft (MSFT) stake by 65% in Q2 2026, selling an estimated $319K and leaving 430 shares worth $409K. The position accounts for 0.27% of the portfolio, ranked #40.

Mittelman Wealth Management first reported a position in MSFT in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.27M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mittelman Wealth Management held 430 shares of Microsoft worth $409K as of Q2 2026.
  • Mittelman Wealth Management sold 789 Microsoft shares in Q2 2026, an estimated $319K.
  • Microsoft made up 0.27% of Mittelman Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Mittelman Wealth Management first reported a position in Microsoft in Q1 2024 and has held it in 5 quarters since.
  • Mittelman Wealth Management's Microsoft position peaked at $2.27M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.