Power Wealth Management’s Microsoft MSFT Stock Holding History

Power 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	$2.46M	Sell	6,599 -930	-12%	-$376K	0.85%	20
2026 Q1	$2.79M	Sell	7,529 -258	-3%	-$108K	1.04%	19
2025 Q4	$3.77M	Sell	7,787 -68	-0.9%	-$34.1K	1.33%	15
2025 Q3	$4.07M	Sell	7,855 -22	-0.3%	-$11.2K	1.48%	14
2025 Q2	$3.92M	Buy	7,877 +177	+2%	+$76.9K	1.51%	13
2025 Q1	$2.89M	Sell	7,700 -65	-0.8%	-$26.5K	1.17%	15
2024 Q4	$3.27M	Sell	7,765 -177	-2%	-$75.4K	1.37%	16
2024 Q3	$3.42M	Buy	7,942 +712	+10%	+$304K	1.46%	15
2024 Q2	$3.23M	Sell	7,230 -432	-6%	-$182K	1.54%	17
2024 Q1	$3.22M	Sell	7,662 -789	-9%	-$319K	2.02%	14
2023 Q4	$3.18M	Buy	+8,451	New	+$3.01M	2.21%	15

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

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

Power Wealth Management reduced its Microsoft (MSFT) stake by 12% in Q2 2026, selling an estimated $376K and leaving 6,599 shares worth $2.46M. The position accounts for 0.85% of the portfolio, ranked #20.

Power Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.07M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Power Wealth Management held 6,599 shares of Microsoft worth $2.46M as of Q2 2026.
Power Wealth Management sold 930 Microsoft shares in Q2 2026, an estimated $376K.
Microsoft made up 0.85% of Power Wealth Management's portfolio in Q2 2026, its #20 holding.
Power Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Power Wealth Management's Microsoft position peaked at $4.07M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.