Mosley Wealth Management’s Microsoft MSFT Stock Holding History

Mosley 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	$2.63M	Buy	7,059 +1,046	+17%	+$423K	0.84%	26
2026 Q1	$3.11M	Sell	6,013 -534	-8%	-$223K	1.41%	17
2025 Q4	$3.44M	Buy	+6,547	New	+$3.28M	1.57%	16
2024 Q4	$2.69M	Buy	6,089 +470	+8%	+$200K	1.67%	15
2024 Q3	$2.35M	Buy	5,619 +1,797	+47%	+$768K	1.61%	16
2024 Q2	$1.71M	Buy	3,822 +430	+13%	+$182K	1.45%	16
2024 Q1	$1.43M	Sell	3,392 -130	-4%	-$52.6K	1.34%	17
2023 Q4	$1.32M	Buy	+3,522	New	+$1.25M	1.31%	17

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Mosley Wealth Management increased its Microsoft (MSFT) stake by 17% in Q2 2026, buying an estimated $423K and bringing the position to 7,059 shares worth $2.63M. The position accounts for 0.84% of the portfolio, ranked #26.

Mosley Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.44M in Q4 2025. 4,026 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Mosley Wealth Management held 7,059 shares of Microsoft worth $2.63M as of Q2 2026.
Mosley Wealth Management bought 1,046 Microsoft shares in Q2 2026, an estimated $423K.
Microsoft made up 0.84% of Mosley Wealth Management's portfolio in Q2 2026, its #26 holding.
Mosley Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Microsoft position peaked at $3.44M in Q4 2025.
4,026 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.