PWM
MSFT icon

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
Q3 		$1.29M Buy
2,506
+173
+7% +$80K 1.21% 27
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Puff Wealth Management's MSFT Position: Q3 2026 in Review

Puff Wealth Management increased its Microsoft (MSFT) stake by 7.4% in Q3 2026, buying an estimated $80K and bringing the position to 2,506 shares worth $1.29M. The position accounts for 1.21% of the portfolio, ranked #27.

Puff Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Puff Wealth Management held 2,506 shares of Microsoft worth $1.29M as of Q3 2026.
  • Puff Wealth Management bought 173 Microsoft shares in Q3 2026, an estimated $80K.
  • Microsoft made up 1.21% of Puff Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Puff Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 689 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.