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Precision Wealth Strategies’s Microsoft MSFT Stock Holding History

Precision Wealth Strategies’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 		$1.88M Sell
5,046
-199
-4% -$80.5K 0.57% 36
2026
Q1 		$1.94M Sell
5,245
-642
-11% -$269K 0.64% 40
2025
Q4 		$2.85M Sell
5,887
-417
-7% -$209K 0.92% 29
2025
Q3 		$3.27M Sell
6,304
-383
-6% -$195K 1.06% 22
2025
Q2 		$3.33M Sell
6,687
-558
-8% -$242K 1.08% 26
2025
Q1 		$2.72M Buy
7,245
+281
+4% +$115K 2.08% 16
2024
Q4 		$2.94M Buy
6,964
+1,646
+31% +$701K 2.27% 14
2024
Q3 		$2.29M Buy
5,318
+943
+22% +$403K 2.12% 11
2024
Q2 		$1.96M Buy
4,375
+1,325
+43% +$560K 2.02% 11
2024
Q1 		$1.28M Buy
3,050
+95
+3% +$38.5K 1.21% 18
2023
Q4 		$1.11M Buy
2,955
+51
+2% +$18.2K 1.08% 15
2023
Q3 		$917K Buy
2,904
+1,530
+111% +$506K 0.99% 15
2023
Q2 		$468K Sell
1,374
-230
-14% -$72.1K 0.77% 29
2023
Q1 		$462K Sell
1,604
-860
-35% -$219K 0.73% 30
2022
Q4 		$591K Sell
2,464
-2,078
-46% -$499K 0.62% 26
2022
Q3 		$1.12M Sell
4,542
-1,587
-26% -$419K 0.99% 18
2022
Q2 		$1.55M Buy
6,129
+2,056
+50% +$558K 1.22% 14
2022
Q1 		$1.26M Buy
4,073
+1,412
+53% +$425K 0.75% 20
2021
Q4 		$895K Buy
2,661
+271
+11% +$87.9K 0.65% 30
2021
Q3 		$674K Buy
2,390
+680
+40% +$198K 0.52% 38
2021
Q2 		$463K Buy
1,710
+282
+20% +$71.7K 0.4% 43
2021
Q1 		$337K Buy
1,428
+223
+19% +$51.7K 0.32% 48
2020
Q4 		$268K Buy
+1,205
New +$259K 0.29% 41

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

Precision Wealth Strategies's MSFT Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Microsoft (MSFT) stake by 3.8% in Q2 2026, selling an estimated $80.5K and leaving 5,046 shares worth $1.88M. The position accounts for 0.57% of the portfolio, ranked #36.

Precision Wealth Strategies first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.33M in Q2 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Precision Wealth Strategies held 5,046 shares of Microsoft worth $1.88M as of Q2 2026.
  • Precision Wealth Strategies sold 199 Microsoft shares in Q2 2026, an estimated $80.5K.
  • Microsoft made up 0.57% of Precision Wealth Strategies's portfolio in Q2 2026, its #36 holding.
  • Precision Wealth Strategies first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Precision Wealth Strategies's Microsoft position peaked at $3.33M in Q2 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.