Oregon Pacific Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.59M Buy
4,262
+19
+0.4% +$7.69K 1.49% 13
2026
Q1
$1.57M Buy
4,243
+481
+13% +$201K 1.64% 12
2025
Q4
$1.82M Sell
3,762
-10,175
-73% -$5.1M 1.88% 10
2025
Q3
$7.22M Buy
13,937
+639
+5% +$326K 6.24% 1
2025
Q2
$6.61M Sell
13,298
-225
-2% -$97.7K 6.26% 2
2025
Q1
$5.08M Buy
13,523
+193
+1% +$78.7K 5.07% 2
2024
Q4
$5.62M Buy
+13,330
New +$5.68M 5.51% 2

Other funds holding MSFT

Oregon Pacific Wealth Management's MSFT Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its Microsoft (MSFT) stake by 0.45% in Q2 2026, buying an estimated $7.69K and bringing the position to 4,262 shares worth $1.59M. The position accounts for 1.49% of the portfolio, ranked #13.

Oregon Pacific Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.22M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Oregon Pacific Wealth Management held 4,262 shares of Microsoft worth $1.59M as of Q2 2026.
  • Oregon Pacific Wealth Management bought 19 Microsoft shares in Q2 2026, an estimated $7.69K.
  • Microsoft made up 1.49% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Oregon Pacific Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Oregon Pacific Wealth Management's Microsoft position peaked at $7.22M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.