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RMG Wealth Management’s Microsoft MSFT Stock Holding History

RMG 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 		$929K Buy
1,887
+94
+5% +$38K 0.1% 23
2026
Q1 		$740K Sell
1,793
-34
-2% -$14.2K 0.09% 28
2025
Q4 		$814K Buy
1,827
+132
+8% +$66.1K 0.11% 21
2025
Q3 		$886K Hold
1,695
– – 0.12% 20
2025
Q2 		$865K Buy
+1,695
New +$736K 0.13% 18

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

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

RMG Wealth Management increased its Microsoft (MSFT) stake by 5.2% in Q2 2026, buying an estimated $38K and bringing the position to 1,887 shares worth $929K. The position accounts for 0.1% of the portfolio, ranked #23.

RMG Wealth Management first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • RMG Wealth Management held 1,887 shares of Microsoft worth $929K as of Q2 2026.
  • RMG Wealth Management bought 94 Microsoft shares in Q2 2026, an estimated $38K.
  • Microsoft made up 0.1% of RMG Wealth Management's portfolio in Q2 2026, its #23 holding.
  • RMG Wealth Management first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.