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Philip James Wealth Mangement’s Microsoft MSFT Stock Holding History

Philip James Wealth Mangement’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 		$795K Sell
2,131
-555
-21% -$225K 0.09% 89
2026
Q1 		$994K Sell
2,686
-74
-3% -$31K 0.11% 80
2025
Q4 		$1.33M Buy
2,760
+97
+4% +$48.6K 0.15% 76
2025
Q3 		$1.38M Buy
2,663
+110
+4% +$56.1K 0.16% 76
2025
Q2 		$1.27M Buy
2,553
+89
+4% +$38.6K 0.16% 80
2025
Q1 		$925K Buy
2,464
+477
+24% +$194K 0.11% 84
2024
Q4 		$838K Buy
1,987
+230
+13% +$98K 0.11% 85
2024
Q3 		$756K Buy
1,757
+502
+40% +$215K 0.09% 84
2024
Q2 		$561K Sell
1,255
-98
-7% -$41.4K 0.37% 33
2024
Q1 		$569K Sell
1,353
-78
-5% -$31.6K 0.4% 31
2023
Q4 		$538K Buy
+1,431
New +$509K 0.42% 29

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

Philip James Wealth Mangement's MSFT Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Microsoft (MSFT) stake by 21% in Q2 2026, selling an estimated $225K and leaving 2,131 shares worth $795K. The position accounts for 0.09% of the portfolio, ranked #89.

Philip James Wealth Mangement first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Philip James Wealth Mangement held 2,131 shares of Microsoft worth $795K as of Q2 2026.
  • Philip James Wealth Mangement sold 555 Microsoft shares in Q2 2026, an estimated $225K.
  • Microsoft made up 0.09% of Philip James Wealth Mangement's portfolio in Q2 2026, its #89 holding.
  • Philip James Wealth Mangement first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Philip James Wealth Mangement's Microsoft position peaked at $1.38M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.