Mullooly Asset Management’s Microsoft MSFT Stock Holding History

Mullooly Asset 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	$293K	Hold	785	–	–	0.09%	46
2026 Q1	$291K	Hold	785	–	–	0.11%	42
2025 Q4	$380K	Hold	785	–	–	0.14%	36
2025 Q3	$407K	Hold	785	–	–	0.16%	37
2025 Q2	$390K	Buy	785 +18	+2%	+$7.82K	0.16%	35
2025 Q1	$288K	Buy	+767	New	+$313K	0.13%	40

Other funds holding MSFT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mullooly Asset Management's MSFT Position: Q2 2026 in Review

Mullooly Asset Management held its Microsoft (MSFT) position steady in Q2 2026 at 785 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #46.

Mullooly Asset Management first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $407K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Mullooly Asset Management held 785 shares of Microsoft worth $293K as of Q2 2026.
Mullooly Asset Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.09% of Mullooly Asset Management's portfolio in Q2 2026, its #46 holding.
Mullooly Asset Management first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
Mullooly Asset Management's Microsoft position peaked at $407K in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mullooly Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.