Perissos Private Wealth Management’s Microsoft MSFT Stock Holding History

Perissos Private 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	$1.89M	Buy	5,066 +518	+11%	+$210K	1.27%	26
2026 Q1	$1.68M	Sell	4,548 -402	-8%	-$168K	1.46%	23
2025 Q4	$2.39M	Sell	4,950 -411	-8%	-$206K	2.07%	14
2025 Q3	$2.78M	Sell	5,361 -31	-0.6%	-$15.8K	2.02%	13
2025 Q2	$2.68M	Buy	5,392 +18	+0.3%	+$7.82K	2.12%	12
2025 Q1	$2.02M	Sell	5,374 -5,231	-49%	-$2.13M	1.84%	15
2024 Q4	$4.47M	Buy	10,605 +355	+3%	+$151K	3.34%	5
2024 Q3	$4.41M	Buy	10,250 +92	+0.9%	+$39.3K	3.54%	5
2024 Q2	$4.54M	Buy	10,158 +337	+3%	+$142K	4.07%	4
2024 Q1	$4.13M	Buy	+9,821	New	+$3.98M	3.75%	5

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

Perissos Private Wealth Management's MSFT Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $210K and bringing the position to 5,066 shares worth $1.89M. The position accounts for 1.27% of the portfolio, ranked #26.

Perissos Private Wealth Management first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.54M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Perissos Private Wealth Management held 5,066 shares of Microsoft worth $1.89M as of Q2 2026.
Perissos Private Wealth Management bought 518 Microsoft shares in Q2 2026, an estimated $210K.
Microsoft made up 1.27% of Perissos Private Wealth Management's portfolio in Q2 2026, its #26 holding.
Perissos Private Wealth Management first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's Microsoft position peaked at $4.54M in Q2 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.