Prepared Retirement Institute’s Microsoft MSFT Stock Holding History

Prepared Retirement Institute’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	$2.67M	Buy	7,149 +8	+0.1%	+$3.24K	1.14%	17
2026 Q1	$2.64M	Buy	7,141 +1,849	+35%	+$774K	1.31%	16
2025 Q4	$2.56M	Sell	5,292 -57	-1%	-$28.6K	1.29%	16
2025 Q3	$2.77M	Sell	5,349 -32	-0.6%	-$16.3K	1.44%	16
2025 Q2	$2.68M	Buy	5,381 +130	+2%	+$56.5K	1.58%	16
2025 Q1	$1.97M	Sell	5,251 -399	-7%	-$163K	1.26%	17
2024 Q4	$2.38M	Sell	5,650 -539	-9%	-$230K	1.36%	16
2024 Q3	$2.66M	Buy	6,189 +31	+0.5%	+$13.3K	1.61%	15
2024 Q2	$2.75M	Buy	6,158 +358	+6%	+$151K	1.82%	13
2024 Q1	$2.44M	Sell	5,800 -1,208	-17%	-$489K	1.82%	12
2023 Q4	$2.64M	Buy	+7,008	New	+$2.49M	1.97%	12

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

Prepared Retirement Institute's MSFT Position: Q2 2026 in Review

Prepared Retirement Institute increased its Microsoft (MSFT) stake by 0.11% in Q2 2026, buying an estimated $3.24K and bringing the position to 7,149 shares worth $2.67M. The position accounts for 1.14% of the portfolio, ranked #17.

Prepared Retirement Institute first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.77M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Prepared Retirement Institute held 7,149 shares of Microsoft worth $2.67M as of Q2 2026.
Prepared Retirement Institute bought 8 Microsoft shares in Q2 2026, an estimated $3.24K.
Microsoft made up 1.14% of Prepared Retirement Institute's portfolio in Q2 2026, its #17 holding.
Prepared Retirement Institute first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Prepared Retirement Institute's Microsoft position peaked at $2.77M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.