Private Wealth Management Group’s Microsoft MSFT Stock Holding History

Private Wealth Management Group’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	$2.12M	Buy	5,690 +2,186	+62%	+$884K	0.49%	31
2026 Q1	$1.3M	Sell	3,504 -356	-9%	-$149K	0.34%	33
2025 Q4	$1.87M	Sell	3,860 -39	-1%	-$19.5K	0.5%	29
2025 Q3	$2.02M	Buy	3,899 +12	+0.3%	+$6.12K	0.56%	28
2025 Q2	$1.93M	Buy	3,887 +43	+1%	+$18.7K	0.64%	26
2025 Q1	$1.44M	Buy	3,844 +162	+4%	+$66K	0.53%	26
2024 Q4	$1.55M	Buy	3,682 +146	+4%	+$62.2K	0.59%	24
2024 Q3	$1.52M	Buy	3,536 +28	+0.8%	+$12K	0.6%	25
2024 Q2	$1.57M	Sell	3,508 -103	-3%	-$43.5K	0.68%	23
2024 Q1	$1.52M	Buy	3,611 +239	+7%	+$96.8K	0.69%	22
2023 Q4	$1.27M	Buy	+3,372	New	+$1.2M	0.62%	26

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

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

Private Wealth Management Group increased its Microsoft (MSFT) stake by 62% in Q2 2026, buying an estimated $884K and bringing the position to 5,690 shares worth $2.12M. The position accounts for 0.49% of the portfolio, ranked #31.

Private Wealth Management Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Private Wealth Management Group held 5,690 shares of Microsoft worth $2.12M as of Q2 2026.
Private Wealth Management Group bought 2,186 Microsoft shares in Q2 2026, an estimated $884K.
Microsoft made up 0.49% of Private Wealth Management Group's portfolio in Q2 2026, its #31 holding.
Private Wealth Management Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.