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Partnership Wealth Management’s Microsoft MSFT Stock Holding History

Partnership 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 		$2.26M Hold
6,055
– – 1.53% 13
2026
Q1 		$2.24M Sell
6,055
-2,573
-30% -$1.08M 1.71% 12
2025
Q4 		$4.17M Buy
8,628
+204
+2% +$102K 3% 8
2025
Q3 		$4.36M Sell
8,424
-102
-1% -$52K 3.36% 8
2025
Q2 		$4.24M Buy
8,526
+99
+1% +$43K 3.43% 8
2025
Q1 		$3.16M Sell
8,427
-113
-1% -$46.1K 2.69% 8
2024
Q4 		$3.6M Buy
8,540
+339
+4% +$144K 3% 8
2024
Q3 		$3.53M Sell
8,201
-1,218
-13% -$521K 2.49% 9
2024
Q2 		$4.21M Buy
9,419
+3,217
+52% +$1.36M 3.11% 5
2024
Q1 		$2.61M Buy
6,202
+25
+0.4% +$10.1K 1.83% 11
2023
Q4 		$2.46M Buy
+6,177
New +$2.2M 1.85% 14

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Partnership Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 6,055 shares worth $2.26M. The position accounts for 1.53% of the portfolio, ranked #13.

Partnership Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.36M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Partnership Wealth Management held 6,055 shares of Microsoft worth $2.26M as of Q2 2026.
  • Partnership Wealth Management left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 1.53% of Partnership Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Partnership Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Partnership Wealth Management's Microsoft position peaked at $4.36M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.