MWA
MSFT icon

Muirfield Wealth Advisors’s Microsoft MSFT Stock Holding History

Muirfield Wealth Advisors’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 		$1.43M Sell
3,823
-34
-0.9% -$13.8K 0.93% 24
2026
Q1 		$1.43M Sell
3,857
-66
-2% -$27.6K 1.05% 21
2025
Q4 		$1.9M Sell
3,923
-643
-14% -$322K 1.39% 19
2025
Q3 		$2.36M Buy
4,566
+90
+2% +$45.9K 1.75% 18
2025
Q2 		$2.23M Buy
4,476
+31
+0.7% +$13.5K 1.77% 17
2025
Q1 		$1.67M Buy
4,445
+18
+0.4% +$7.34K 1.42% 18
2024
Q4 		$1.87M Buy
4,427
+24
+0.5% +$10.2K 1.54% 17
2024
Q3 		$1.89M Buy
4,403
+943
+27% +$403K 1.61% 18
2024
Q2 		$1.55M Buy
3,460
+38
+1% +$16K 1.45% 18
2024
Q1 		$1.44M Sell
3,422
-33
-1% -$13.4K 1.39% 18
2023
Q4 		$1.3M Buy
+3,455
New +$1.23M 1.38% 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

Muirfield Wealth Advisors's MSFT Position: Q2 2026 in Review

Muirfield Wealth Advisors reduced its Microsoft (MSFT) stake by 0.88% in Q2 2026, selling an estimated $13.8K and leaving 3,823 shares worth $1.43M. The position accounts for 0.93% of the portfolio, ranked #24.

Muirfield Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.36M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Muirfield Wealth Advisors held 3,823 shares of Microsoft worth $1.43M as of Q2 2026.
  • Muirfield Wealth Advisors sold 34 Microsoft shares in Q2 2026, an estimated $13.8K.
  • Microsoft made up 0.93% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Muirfield Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Muirfield Wealth Advisors's Microsoft position peaked at $2.36M in Q3 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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