Northwest Wealth Management’s Microsoft MSFT Stock Holding History

Northwest 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	$3.5M	Sell	9,371 -541	-5%	-$219K	0.46%	40
2026 Q1	$3.67M	Buy	9,912 +231	+2%	+$96.7K	0.55%	39
2025 Q4	$4.68M	Sell	9,681 -682	-7%	-$342K	0.74%	32
2025 Q3	$5.37M	Buy	10,363 +442	+4%	+$225K	0.88%	25
2025 Q2	$4.93M	Sell	9,921 -19	-0.2%	-$8.25K	0.89%	27
2025 Q1	$3.73M	Buy	9,940 +215	+2%	+$87.7K	0.74%	32
2024 Q4	$4.1M	Buy	9,725 +1,242	+15%	+$529K	0.87%	28
2024 Q3	$3.65M	Sell	8,483 -203	-2%	-$86.8K	0.85%	29
2024 Q2	$3.88M	Buy	8,686 +738	+9%	+$312K	1.01%	26
2024 Q1	$3.34M	Buy	7,948 +700	+10%	+$283K	0.92%	28
2023 Q4	$2.73M	Buy	7,248 +612	+9%	+$218K	0.82%	32
2023 Q3	$2.1M	Sell	6,636 -11	-0.2%	-$3.63K	0.75%	35
2023 Q2	$2.26M	Buy	6,647 +16	+0.2%	+$5.01K	0.82%	34
2023 Q1	$1.91M	Buy	6,631 +3,319	+100%	+$847K	0.73%	39
2022 Q4	$794K	Sell	3,312 -2,105	-39%	-$505K	0.34%	67
2022 Q3	$1.26M	Buy	5,417 +98	+2%	+$25.9K	0.56%	52
2022 Q2	$1.37M	Buy	5,319 +783	+17%	+$213K	0.59%	48
2022 Q1	$1.4M	Buy	4,536 +37	+0.8%	+$11.1K	0.69%	40
2021 Q4	$1.51M	Sell	4,499 -97	-2%	-$31.4K	0.7%	39
2021 Q3	$1.3M	Sell	4,596 -377	-8%	-$110K	0.64%	43
2021 Q2	$1.35M	Buy	4,973 +1,146	+30%	+$291K	0.71%	38
2021 Q1	$902K	Buy	3,827 +10	+0.3%	+$2.32K	0.57%	47
2020 Q4	$849K	Sell	3,817 -337	-8%	-$72.5K	0.59%	48
2020 Q3	$874K	Buy	4,154 +50	+1%	+$10.5K	0.73%	42
2020 Q2	$835K	Buy	4,104 +234	+6%	+$42.5K	0.73%	41
2020 Q1	$610K	Sell	3,870 -300	-7%	-$49.3K	0.62%	48
2019 Q4	$658K	Sell	4,170 -795	-16%	-$117K	0.6%	47
2019 Q3	$690K	Buy	4,965 +1,005	+25%	+$138K	0.57%	52
2019 Q2	$531K	Hold	3,960	–	–	0.43%	62
2019 Q1	$467K	Sell	3,960 -204	-5%	-$22.3K	0.35%	66
2018 Q4	$423K	Sell	4,164 -2,207	-35%	-$236K	0.36%	64
2018 Q3	$729K	Buy	6,371 +1	+0%	+$108	0.55%	48
2018 Q2	$628K	Buy	6,370 +650	+11%	+$63K	0.47%	54
2018 Q1	$522K	Sell	5,720 -142	-2%	-$13K	0.39%	57
2017 Q4	$501K	Buy	+5,862	New	+$481K	0.41%	56
2017 Q3	–	Sell	-7,277	Closed	-$502K	–	80
2017 Q2	$502K	Buy	7,277 +480	+7%	+$33K	0.46%	49
2017 Q1	$448K	Sell	6,797 -331	-5%	-$21.2K	0.41%	54
2016 Q4	$443K	Buy	+7,128	New	+$429K	0.45%	51

Other funds holding MSFT

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Northwest Wealth Management reduced its Microsoft (MSFT) stake by 5.5% in Q2 2026, selling an estimated $219K and leaving 9,371 shares worth $3.5M. The position accounts for 0.46% of the portfolio, ranked #40.

Northwest Wealth Management first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.37M in Q3 2025. 2,761 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Northwest Wealth Management held 9,371 shares of Microsoft worth $3.5M as of Q2 2026.
Northwest Wealth Management sold 541 Microsoft shares in Q2 2026, an estimated $219K.
Microsoft made up 0.46% of Northwest Wealth Management's portfolio in Q2 2026, its #40 holding.
Northwest Wealth Management first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
Northwest Wealth Management's Microsoft position peaked at $5.37M in Q3 2025.
2,761 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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