Schwallier Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Schwallier Wealth Management's MSFT Position: Q2 2026 in Review
Schwallier Wealth Management reduced its Microsoft (MSFT) stake by 4.6% in Q2 2026, selling an estimated $12.5K and leaving 647 shares worth $241K. The position accounts for 0.15% of the portfolio, ranked #65.
Schwallier Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 7 quarters since. The position peaked at $783K in Q4 2023. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Schwallier Wealth Management held 647 shares of Microsoft worth $241K as of Q2 2026.
- Schwallier Wealth Management sold 31 Microsoft shares in Q2 2026, an estimated $12.5K.
- Microsoft made up 0.15% of Schwallier Wealth Management's portfolio in Q2 2026, its #65 holding.
- Schwallier Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 7 quarters since.
- Schwallier Wealth Management's Microsoft position peaked at $783K in Q4 2023.
- 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.