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Schulz Wealth’s Microsoft MSFT Stock Holding History

Schulz Wealth’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 		$422K Buy
+1,131
New +$458K 0.22% 52
2025
Q4 		$317K Buy
655
+4
+0.6% +$2K 0.2% 52
2025
Q3 		$337K Buy
651
+100
+18% +$51K 0.22% 50
2025
Q2 		$274K Buy
551
+2
+0.4% +$869 0.2% 55
2025
Q1 		$206K Sell
549
-17
-3% -$6.93K 0.16% 62
2024
Q4 		$239K Buy
566
+39
+7% +$16.6K 0.18% 55
2024
Q3 		$227K Hold
527
– – 0.18% 53
2024
Q2 		$236K Sell
527
-20
-4% -$8.45K 0.2% 51
2024
Q1 		$230K Hold
547
– – 0.2% 52
2023
Q4 		$206K Buy
+547
New +$195K 0.2% 54

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

Schulz Wealth's MSFT Position: Q2 2026 in Review

Schulz Wealth opened a new position in Microsoft (MSFT) in Q2 2026: 1,131 shares worth $422K. The stake represents 0.22% of the portfolio and ranks #52 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in MSFT as recently as Q4 2025.

Schulz Wealth first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Schulz Wealth held 1,131 shares of Microsoft worth $422K as of Q2 2026.
  • Microsoft was a new Schulz Wealth position in Q2 2026.
  • Microsoft made up 0.22% of Schulz Wealth's portfolio in Q2 2026, its #52 holding.
  • Schulz Wealth first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.