PMG Family Office’s Microsoft MSFT Stock Holding History

PMG Family Office’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	$762K	Buy	2,042 +376	+23%	+$152K	0.7%	50
2026 Q1	$617K	Buy	1,666 +67	+4%	+$28K	0.69%	54
2025 Q4	$773K	Hold	1,599	–	–	0.89%	44
2025 Q3	$828K	Buy	+1,599	New	+$816K	0.93%	43

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PMG Family Office's MSFT Position: Q2 2026 in Review

PMG Family Office increased its Microsoft (MSFT) stake by 23% in Q2 2026, buying an estimated $152K and bringing the position to 2,042 shares worth $762K. The position accounts for 0.7% of the portfolio, ranked #50.

PMG Family Office first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $828K in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

PMG Family Office held 2,042 shares of Microsoft worth $762K as of Q2 2026.
PMG Family Office bought 376 Microsoft shares in Q2 2026, an estimated $152K.
Microsoft made up 0.7% of PMG Family Office's portfolio in Q2 2026, its #50 holding.
PMG Family Office first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
PMG Family Office's Microsoft position peaked at $828K in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.