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Rockline Wealth Management’s Microsoft MSFT Stock Holding History

Rockline 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 		$21.5M Buy
57,704
+74
+0.1% +$29.9K 4.12% 5
2026
Q1 		$21.3M Buy
57,630
+172
+0.3% +$72K 4.64% 3
2025
Q4 		$27.8M Buy
57,458
+1,210
+2% +$606K 5.67% 3
2025
Q3 		$29.1M Buy
56,248
+174
+0.3% +$88.8K 6.03% 3
2025
Q2 		$27.9M Buy
56,074
+114
+0.2% +$49.5K 6.6% 3
2025
Q1 		$21M Buy
55,960
+1,154
+2% +$470K 5.85% 3
2024
Q4 		$23.1M Buy
54,806
+1,210
+2% +$515K 6.17% 3
2024
Q3 		$23.1M Buy
53,596
+2,107
+4% +$901K 6.51% 3
2024
Q2 		$23M Buy
51,489
+3,953
+8% +$1.67M 7.11% 3
2024
Q1 		$20M Buy
47,536
+1,328
+3% +$538K 6.99% 3
2023
Q4 		$17.4M Buy
+46,208
New +$16.4M 7.22% 3

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

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

Rockline Wealth Management increased its Microsoft (MSFT) stake by 0.13% in Q2 2026, buying an estimated $29.9K and bringing the position to 57,704 shares worth $21.5M. The position accounts for 4.12% of the portfolio, ranked #5.

Rockline Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.1M in Q3 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Rockline Wealth Management held 57,704 shares of Microsoft worth $21.5M as of Q2 2026.
  • Rockline Wealth Management bought 74 Microsoft shares in Q2 2026, an estimated $29.9K.
  • Microsoft made up 4.12% of Rockline Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Rockline Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's Microsoft position peaked at $29.1M in Q3 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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