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Pioneer Wealth Management Group’s Microsoft MSFT Stock Holding History

Pioneer Wealth Management Group’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 		$347K Buy
930
+51
+6% +$20.6K 0.08% 47
2026
Q1 		$325K Buy
879
+99
+13% +$41.4K 0.09% 43
2025
Q4 		$377K Hold
780
– – 0.11% 45
2025
Q3 		$404K Buy
780
+283
+57% +$144K 0.13% 39
2025
Q2 		$247K Buy
+497
New +$216K 0.09% 44

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

Pioneer Wealth Management Group's MSFT Position: Q2 2026 in Review

Pioneer Wealth Management Group increased its Microsoft (MSFT) stake by 5.8% in Q2 2026, buying an estimated $20.6K and bringing the position to 930 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #47.

Pioneer Wealth Management Group first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $404K in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Pioneer Wealth Management Group held 930 shares of Microsoft worth $347K as of Q2 2026.
  • Pioneer Wealth Management Group bought 51 Microsoft shares in Q2 2026, an estimated $20.6K.
  • Microsoft made up 0.08% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #47 holding.
  • Pioneer Wealth Management Group first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Pioneer Wealth Management Group's Microsoft position peaked at $404K in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.