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RMR Wealth Builders’s Microsoft MSFT Stock Holding History

RMR Wealth Builders’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 		$21.4M Buy
57,470
+3,841
+7% +$1.55M 1.33% 14
2026
Q1 		$19.9M Buy
53,629
+2,368
+5% +$991K 1.56% 13
2025
Q4 		$24.8M Buy
51,261
+1,053
+2% +$528K 1.98% 12
2025
Q3 		$26M Sell
50,208
-622
-1% -$317K 2.18% 12
2025
Q2 		$25.3M Buy
50,830
+1,977
+4% +$859K 2.3% 12
2025
Q1 		$18.3M Sell
48,853
-805
-2% -$328K 1.93% 12
2024
Q4 		$20.9M Buy
49,658
+1,739
+4% +$741K 2.16% 12
2024
Q3 		$20.6M Buy
47,919
+354
+0.7% +$151K 2.19% 13
2024
Q2 		$21.3M Buy
47,565
+171
+0.4% +$72.2K 2.44% 11
2024
Q1 		$19.9M Buy
47,394
+2,193
+5% +$888K 2.41% 12
2023
Q4 		$17M Sell
45,201
-638
-1% -$227K 2.39% 11
2023
Q3 		$14.5M Buy
45,839
+3,568
+8% +$1.18M 2.31% 12
2023
Q2 		$14.4M Buy
42,271
+1,219
+3% +$382K 2.45% 12
2023
Q1 		$11.8M Buy
41,052
+6,523
+19% +$1.66M 2.25% 12
2022
Q4 		$8.28M Sell
34,529
-621
-2% -$149K 1.88% 13
2022
Q3 		$8.19M Buy
35,150
+2,894
+9% +$764K 2% 13
2022
Q2 		$8.28M Sell
32,256
-3,105
-9% -$843K 2.06% 11
2022
Q1 		$10.9M Buy
35,361
+24,366
+222% +$7.33M 2.34% 9
2021
Q4 		$3.7M Sell
10,995
-29,143
-73% -$9.45M 1.06% 19
2021
Q3 		$11.3M Buy
40,138
+569
+1% +$166K 3.32% 7
2021
Q2 		$10.7M Sell
39,569
-5,829
-13% -$1.48M 3.51% 6
2021
Q1 		$10.7M Buy
45,398
+7,975
+21% +$1.85M 2.78% 7
2020
Q4 		$8.32M Sell
37,423
-25,897
-41% -$5.57M 4.09% 6
2020
Q3 		$13.3M Buy
63,320
+27,300
+76% +$5.73M 3.46% 7
2020
Q2 		$7.33M Buy
+36,020
New +$6.54M 6.53% 1
2019
Q4 		$6.67M Buy
+42,327
New +$6.22M 6.43% 1

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

RMR Wealth Builders's MSFT Position: Q2 2026 in Review

RMR Wealth Builders increased its Microsoft (MSFT) stake by 7.2% in Q2 2026, buying an estimated $1.55M and bringing the position to 57,470 shares worth $21.4M. The position accounts for 1.33% of the portfolio, ranked #14.

RMR Wealth Builders first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $26M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • RMR Wealth Builders held 57,470 shares of Microsoft worth $21.4M as of Q2 2026.
  • RMR Wealth Builders bought 3,841 Microsoft shares in Q2 2026, an estimated $1.55M.
  • Microsoft made up 1.33% of RMR Wealth Builders's portfolio in Q2 2026, its #14 holding.
  • RMR Wealth Builders first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Microsoft position peaked at $26M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.