Oak Barrel Wealth Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Oak Barrel Wealth Advisory's MSFT Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in Microsoft (MSFT) in Q2 2026: 7,786 shares worth $2.9M. The stake represents 1.28% of the portfolio and ranks #11 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in MSFT as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.93M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Oak Barrel Wealth Advisory held 7,786 shares of Microsoft worth $2.9M as of Q2 2026.
- Microsoft was a new Oak Barrel Wealth Advisory position in Q2 2026.
- Microsoft made up 1.28% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #11 holding.
- Oak Barrel Wealth Advisory first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
- Oak Barrel Wealth Advisory's Microsoft position peaked at $3.93M in Q4 2025.
- 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.