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Sanchez Wealth Management Group’s Microsoft MSFT Stock Holding History

Sanchez Wealth Management Group’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 		$2.64M Buy
7,074
+180
+3% +$72.8K 0.46% 24
2026
Q1 		$2.55M Buy
6,894
+141
+2% +$59K 0.55% 25
2025
Q4 		$3.27M Buy
6,753
+695
+11% +$348K 0.7% 24
2025
Q3 		$3.14M Sell
6,058
-5
-0.1% -$2.55K 0.7% 23
2025
Q2 		$3.02M Sell
6,063
-3,075
-34% -$1.34M 0.73% 22
2025
Q1 		$3.43M Buy
9,138
+129
+1% +$52.6K 0.93% 22
2024
Q4 		$3.8M Buy
9,009
+8,082
+872% +$3.44M 1.04% 22
2024
Q3 		$399K Buy
927
+12
+1% +$5.13K 0.12% 31
2024
Q2 		$409K Buy
915
+10
+1% +$4.22K 0.13% 31
2024
Q1 		$381K Buy
905
+1
+0.1% +$405 0.13% 33
2023
Q4 		$340K Sell
904
-90
-9% -$32K 0.12% 30
2023
Q3 		$314K Buy
994
+92
+10% +$30.4K 0.13% 30
2023
Q2 		$307K Hold
902
– – 0.12% 30
2023
Q1 		$260K Buy
902
+1
+0.1% +$255 0.11% 32
2022
Q4 		$216K Buy
901
+1
+0.1% +$240 0.11% 33
2022
Q3 		$210K Hold
900
– – 0.11% 31
2022
Q2 		$231K Sell
900
-43
-5% -$11.7K 0.11% 33
2022
Q1 		$291K Buy
943
+1
+0.1% +$301 0.12% 32
2021
Q4 		$317K Hold
942
– – 0.13% 29
2021
Q3 		$266K Buy
942
+1
+0.1% +$291 0.12% 30
2021
Q2 		$255K Buy
941
+44
+5% +$11.2K 0.12% 30
2021
Q1 		$211K Buy
+897
New +$208K 0.11% 30

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

Sanchez Wealth Management Group's MSFT Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its Microsoft (MSFT) stake by 2.6% in Q2 2026, buying an estimated $72.8K and bringing the position to 7,074 shares worth $2.64M. The position accounts for 0.46% of the portfolio, ranked #24.

Sanchez Wealth Management Group first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.8M in Q4 2024. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sanchez Wealth Management Group held 7,074 shares of Microsoft worth $2.64M as of Q2 2026.
  • Sanchez Wealth Management Group bought 180 Microsoft shares in Q2 2026, an estimated $72.8K.
  • Microsoft made up 0.46% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #24 holding.
  • Sanchez Wealth Management Group first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • Sanchez Wealth Management Group's Microsoft position peaked at $3.8M in Q4 2024.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.