RetireMitten Financial’s Microsoft MSFT Stock Holding History

RetireMitten Financial’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	–	Sell	-503	Closed	-$186K	–	110
2026 Q1	$186K	Buy	+503	New	+$210K	0.09%	36

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

RetireMitten Financial's MSFT Position: Q2 2026 in Review

RetireMitten Financial sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 503 shares — an estimated $186K sold.

RetireMitten Financial first reported a position in MSFT in Q1 2026 and held it in 1 quarter. The position peaked at $186K in Q1 2026. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

RetireMitten Financial reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
RetireMitten Financial sold 503 Microsoft shares in Q2 2026, an estimated $186K.
RetireMitten Financial first reported a position in Microsoft in Q1 2026 and held it in 1 quarter.
RetireMitten Financial's Microsoft position peaked at $186K in Q1 2026.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on RetireMitten Financial's 13F filing for Q2 2026, filed 10 Aug 2026.