Peak Wealth Management’s Microsoft MSFT Stock Holding History

Peak 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	$285K	Buy	763 +5	+0.7%	+$2.02K	0.2%	46
2026 Q1	$281K	Sell	758 -6	-0.8%	-$2.51K	0.23%	39
2025 Q4	$370K	Buy	+764	New	+$383K	0.31%	36

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 $3.38T AUM 44.17% 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

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

Peak Wealth Management increased its Microsoft (MSFT) stake by 0.66% in Q2 2026, buying an estimated $2.02K and bringing the position to 763 shares worth $285K. The position accounts for 0.2% of the portfolio, ranked #46.

Peak Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $370K in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Peak Wealth Management held 763 shares of Microsoft worth $285K as of Q2 2026.
Peak Wealth Management bought 5 Microsoft shares in Q2 2026, an estimated $2.02K.
Microsoft made up 0.2% of Peak Wealth Management's portfolio in Q2 2026, its #46 holding.
Peak Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
Peak Wealth Management's Microsoft position peaked at $370K in Q4 2025.
6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Peak Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.