PGWM
MSFT icon

Pitti Group Wealth Management’s Microsoft MSFT Stock Holding History

Pitti Group 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 		$1.27M Sell
3,396
-19
-0.6% -$7.69K 0.92% 28
2026
Q1 		$1.26M Buy
3,415
+77
+2% +$32.2K 1.03% 27
2025
Q4 		$1.61M Buy
3,338
+53
+2% +$26.6K 1.33% 20
2025
Q3 		$1.7M Sell
3,285
-441
-12% -$225K 1.45% 17
2025
Q2 		$1.85M Sell
3,726
-151
-4% -$65.6K 1.6% 16
2025
Q1 		$1.46M Sell
3,877
-33
-0.8% -$13.5K 1.49% 18
2024
Q4 		$1.65M Buy
3,910
+435
+13% +$185K 1.67% 18
2024
Q3 		$1.31M Hold
3,475
– – 1.42% 20
2024
Q2 		$1.31M Sell
3,475
-143
-4% -$60.4K 1.42% 20
2024
Q1 		$1.55M Buy
3,618
+143
+4% +$57.9K 1.73% 17
2023
Q4 		$1.31M Sell
3,475
-592
-15% -$211K 1.42% 20
2023
Q3 		$1.28M Buy
4,067
+89
+2% +$29.4K 1.47% 19
2023
Q2 		$1.35M Sell
3,978
-608
-13% -$191K 1.52% 22
2023
Q1 		$1.32M Sell
4,586
-90
-2% -$23K 1.48% 22
2022
Q4 		$1.12M Buy
4,676
+483
+12% +$116K 1.34% 22
2022
Q3 		$977K Sell
4,193
-17
-0.4% -$4.49K 1.35% 20
2022
Q2 		$1.08M Sell
4,210
-242
-5% -$65.7K 1.48% 18
2022
Q1 		$1.37M Buy
4,452
+239
+6% +$71.9K 1.6% 18
2021
Q4 		$1.42M Buy
+4,213
New +$1.37M 1.58% 19

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

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

Pitti Group Wealth Management reduced its Microsoft (MSFT) stake by 0.56% in Q2 2026, selling an estimated $7.69K and leaving 3,396 shares worth $1.27M. The position accounts for 0.92% of the portfolio, ranked #28.

Pitti Group Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.85M in Q2 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Pitti Group Wealth Management held 3,396 shares of Microsoft worth $1.27M as of Q2 2026.
  • Pitti Group Wealth Management sold 19 Microsoft shares in Q2 2026, an estimated $7.69K.
  • Microsoft made up 0.92% of Pitti Group Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Pitti Group Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Pitti Group Wealth Management's Microsoft position peaked at $1.85M in Q2 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.