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Puff Wealth Management’s Microsoft MSFT Stock Holding History

Puff 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 		$870K Buy
+2,333
New +$944K 0.89% 34
2025
Q4 		$960K Buy
2,030
+109
+6% +$54.6K 1.24% 28
2025
Q3 		$995K Sell
1,921
-21
-1% -$10.7K 1.51% 23
2025
Q2 		$966K Sell
1,942
-84
-4% -$36.5K 0.7% 39
2025
Q1 		$761K Buy
2,026
+317
+19% +$129K 0.71% 42
2024
Q4 		$720K Buy
+1,709
New +$728K 1.26% 25

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

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

Puff Wealth Management opened a new position in Microsoft (MSFT) in Q2 2026: 2,333 shares worth $870K. The stake represents 0.89% of the portfolio and ranks #34 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in MSFT as recently as Q4 2025.

Puff Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $995K in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Puff Wealth Management held 2,333 shares of Microsoft worth $870K as of Q2 2026.
  • Microsoft was a new Puff Wealth Management position in Q2 2026.
  • Microsoft made up 0.89% of Puff Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Puff Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Puff Wealth Management's Microsoft position peaked at $995K in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.