Palacios Wealth Management’s Microsoft MSFT Stock Holding History

Palacios 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	$2.25M	Buy	6,030 +168	+3%	+$68K	1.33%	16
2026 Q1	$2.39M	Buy	5,862 +792	+16%	+$331K	1.5%	16
2025 Q4	$2.45M	Sell	5,070 -1,103	-18%	-$553K	1.88%	13
2025 Q3	$3.2M	Buy	6,173 +726	+13%	+$370K	2.11%	13
2025 Q2	$2.71M	Buy	5,447 +222	+4%	+$96.4K	2.23%	10
2025 Q1	$1.96M	Sell	5,225 -15	-0.3%	-$6.12K	1.46%	12
2024 Q4	$2.22M	Buy	+5,240	New	+$2.23M	2.4%	10

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

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

Palacios Wealth Management increased its Microsoft (MSFT) stake by 2.9% in Q2 2026, buying an estimated $68K and bringing the position to 6,030 shares worth $2.25M. The position accounts for 1.33% of the portfolio, ranked #16.

Palacios Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.2M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Palacios Wealth Management held 6,030 shares of Microsoft worth $2.25M as of Q2 2026.
Palacios Wealth Management bought 168 Microsoft shares in Q2 2026, an estimated $68K.
Microsoft made up 1.33% of Palacios Wealth Management's portfolio in Q2 2026, its #16 holding.
Palacios Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Palacios Wealth Management's Microsoft position peaked at $3.2M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.