Morton Brown Family Wealth’s Microsoft MSFT Stock Holding History

Morton Brown Family Wealth’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	$1.69M	Buy	4,530 +77	+2%	+$31.2K	0.38%	23
2026 Q1	$1.65M	Buy	4,453 +20	+0.5%	+$8.37K	0.44%	22
2025 Q4	$2.14M	Buy	4,433 +2,224	+101%	+$1.11M	0.58%	20
2025 Q3	$1.14M	Sell	2,209 -287	-11%	-$146K	0.33%	27
2025 Q2	$1.24M	Hold	2,496	–	–	0.38%	25
2025 Q1	$937K	Buy	2,496 +158	+7%	+$64.4K	0.32%	27
2024 Q4	$985K	Hold	2,338	–	–	0.34%	27
2024 Q3	$1.01M	Buy	2,338 +400	+21%	+$171K	0.36%	29
2024 Q2	$853K	Buy	1,938 +50	+3%	+$21.1K	0.34%	29
2024 Q1	$794K	Sell	1,888 -446	-19%	-$181K	0.33%	28
2023 Q4	$878K	Buy	2,334 +675	+41%	+$240K	0.38%	29
2023 Q3	$524K	Hold	1,659	–	–	0.27%	31
2023 Q2	$565K	Sell	1,659 -229	-12%	-$71.8K	0.3%	30
2023 Q1	$544K	Buy	1,888 +47	+3%	+$12K	0.32%	32
2022 Q4	$441K	Buy	1,841 +56	+3%	+$13.4K	0.3%	33
2022 Q3	$416K	Sell	1,785 -5	-0.3%	-$1.32K	0.33%	32
2022 Q2	$460K	Buy	1,790 +16	+0.9%	+$4.34K	0.36%	30
2022 Q1	$547K	Hold	1,774	–	–	0.41%	31
2021 Q4	$597K	Buy	+1,774	New	+$575K	0.46%	29

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Morton Brown Family Wealth's MSFT Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $31.2K and bringing the position to 4,530 shares worth $1.69M. The position accounts for 0.38% of the portfolio, ranked #23.

Morton Brown Family Wealth first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.14M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Morton Brown Family Wealth held 4,530 shares of Microsoft worth $1.69M as of Q2 2026.
Morton Brown Family Wealth bought 77 Microsoft shares in Q2 2026, an estimated $31.2K.
Microsoft made up 0.38% of Morton Brown Family Wealth's portfolio in Q2 2026, its #23 holding.
Morton Brown Family Wealth first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's Microsoft position peaked at $2.14M in Q4 2025.
1,706 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.