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MPWM Advisory Solutions’s Microsoft MSFT Stock Holding History

MPWM Advisory Solutions’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 		$667K Buy
17,880
+16,213
+973% +$6.56M 0.31% 53
2026
Q1 		$617K Buy
1,667
+31
+2% +$13K 0.33% 51
2025
Q4 		$791K Sell
1,636
-6
-0.4% -$3.01K 0.44% 40
2025
Q3 		$850K Buy
1,642
+27
+2% +$13.8K 0.51% 33
2025
Q2 		$803K Sell
1,615
-358
-18% -$155K 0.51% 32
2025
Q1 		$740K Sell
1,973
-80
-4% -$32.6K 0.54% 28
2024
Q4 		$865K Buy
+2,053
New +$874K 0.63% 25

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

MPWM Advisory Solutions's MSFT Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Microsoft (MSFT) stake by 973% in Q2 2026, buying an estimated $6.56M and bringing the position to 17,880 shares worth $667K. The position accounts for 0.31% of the portfolio, ranked #53.

MPWM Advisory Solutions first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $865K in Q4 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • MPWM Advisory Solutions held 17,880 shares of Microsoft worth $667K as of Q2 2026.
  • MPWM Advisory Solutions bought 16,213 Microsoft shares in Q2 2026, an estimated $6.56M.
  • Microsoft made up 0.31% of MPWM Advisory Solutions's portfolio in Q2 2026, its #53 holding.
  • MPWM Advisory Solutions first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Microsoft position peaked at $865K in Q4 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.