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Peterson Wealth Management’s Microsoft MSFT Stock Holding History

Peterson 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 		$8.85M Buy
23,724
+11,381
+92% +$4.6M 4.12% 7
2026
Q1 		$4.57M Buy
+12,343
New +$5.16M 2.65% 12
2025
Q4 		– Sell
-9,443
Closed -$4.89M – 44
2025
Q3 		$4.89M Sell
9,443
-3,178
-25% -$1.62M 3.39% 11
2025
Q2 		$6.28M Sell
12,621
-1,426
-10% -$619K 3.72% 7
2025
Q1 		$5.27M Buy
14,047
+602
+4% +$245K 3.55% 10
2024
Q4 		$5.67M Buy
13,445
+1,323
+11% +$564K 3.37% 12
2024
Q3 		$5.22M Buy
12,122
+813
+7% +$348K 3.33% 12
2024
Q2 		$5.05M Buy
11,309
+1,239
+12% +$523K 3.12% 10
2024
Q1 		$4.24M Buy
10,070
+1,718
+21% +$695K 3.06% 8
2023
Q4 		$3.14M Sell
8,352
-369
-4% -$131K 2.83% 11
2023
Q3 		$2.75M Buy
8,721
+5,059
+138% +$1.67M 2.27% 13
2023
Q2 		$1.25M Buy
3,662
+207
+6% +$64.9K 0.99% 27
2023
Q1 		$996K Buy
3,455
+58
+2% +$14.8K 0.95% 31
2022
Q4 		$815K Sell
3,397
-68
-2% -$16.3K 0.83% 32
2022
Q3 		$807K Buy
3,465
+599
+21% +$158K 0.75% 34
2022
Q2 		$736K Sell
2,866
-1,456
-34% -$395K 0.95% 32
2022
Q1 		$1.33M Sell
4,322
-3,560
-45% -$1.07M 0.89% 34
2021
Q4 		$2.65M Buy
7,882
+237
+3% +$76.8K 1.77% 19
2021
Q3 		$2.15M Buy
7,645
+67
+0.9% +$19.5K 1.67% 19
2021
Q2 		$2.05M Sell
7,578
-392
-5% -$99.6K 1.6% 20
2021
Q1 		$1.88M Sell
7,970
-1,945
-20% -$451K 1.6% 18
2020
Q4 		$2.21M Buy
9,915
+116
+1% +$24.9K 1.79% 19
2020
Q3 		$2.06M Sell
9,799
-2,363
-19% -$496K 1.83% 18
2020
Q2 		$2.48M Buy
12,162
+1,319
+12% +$239K 2.46% 16
2020
Q1 		$1.71M Sell
10,843
-827
-7% -$136K 2.08% 19
2019
Q4 		$1.89M Buy
+11,670
New +$1.71M 1.72% 21

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

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

Peterson Wealth Management increased its Microsoft (MSFT) stake by 92% in Q2 2026, buying an estimated $4.6M and bringing the position to 23,724 shares worth $8.85M. The position accounts for 4.12% of the portfolio, ranked #7.

Peterson Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Peterson Wealth Management held 23,724 shares of Microsoft worth $8.85M as of Q2 2026.
  • Peterson Wealth Management bought 11,381 Microsoft shares in Q2 2026, an estimated $4.6M.
  • Microsoft made up 4.12% of Peterson Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Peterson Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.