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Pines Wealth Management’s Microsoft MSFT Stock Holding History

Pines 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 		$8.26M Sell
22,137
-195
-0.9% -$78.9K 2.37% 8
2026
Q1 		$8.27M Buy
22,332
+489
+2% +$205K 2.68% 6
2025
Q4 		$10.6M Sell
21,843
-38
-0.2% -$19K 3.41% 3
2025
Q3 		$11.3M Sell
21,881
-522
-2% -$266K 3.82% 3
2025
Q2 		$11.2M Buy
22,403
+1,608
+8% +$698K 3.95% 2
2025
Q1 		$7.37M Buy
20,795
+1,327
+7% +$541K 3.41% 2
2024
Q4 		$8.16M Buy
+19,468
New +$8.29M 3.55% 3

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

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

Pines Wealth Management reduced its Microsoft (MSFT) stake by 0.87% in Q2 2026, selling an estimated $78.9K and leaving 22,137 shares worth $8.26M. The position accounts for 2.37% of the portfolio, ranked #8.

Pines Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Pines Wealth Management held 22,137 shares of Microsoft worth $8.26M as of Q2 2026.
  • Pines Wealth Management sold 195 Microsoft shares in Q2 2026, an estimated $78.9K.
  • Microsoft made up 2.37% of Pines Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Pines Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Microsoft position peaked at $11.3M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.