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Scissortail Wealth Management’s Microsoft MSFT Stock Holding History

Scissortail 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 		$7.76M Buy
20,797
+305
+1% +$123K 1.49% 21
2026
Q1 		$7.59M Buy
20,492
+1,383
+7% +$579K 1.52% 23
2025
Q4 		$9.24M Sell
19,109
-206
-1% -$103K 2.11% 14
2025
Q3 		$10M Sell
19,315
-4
-0% -$2.04K 2.18% 14
2025
Q2 		$9.61M Buy
19,319
+190
+1% +$82.5K 2.31% 13
2025
Q1 		$7.18M Buy
19,129
+1,332
+7% +$543K 1.84% 17
2024
Q4 		$7.5M Buy
17,797
+17,368
+4,048% +$7.4M 1.92% 14
2024
Q3 		$7.56M Sell
429
-16,870
-98% -$7.21M 1.83% 13
2024
Q2 		$7.73M Buy
17,299
+2,166
+14% +$915K 1.97% 13
2024
Q1 		$6.37M Buy
+15,133
New +$6.13M 1.68% 17
2022
Q4 		– Sell
-14,791
Closed -$3.26M – 149
2022
Q3 		$3.26M Sell
14,791
-271
-2% -$71.6K 1.69% 18
2022
Q2 		$5.07M Buy
15,062
+839
+6% +$228K 1.95% 16
2022
Q1 		$4.13M Sell
14,223
-839
-6% -$252K 2.03% 14
2021
Q4 		$5.07M Buy
+15,062
New +$4.88M 1.95% 16

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

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

Scissortail Wealth Management increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $123K and bringing the position to 20,797 shares worth $7.76M. The position accounts for 1.49% of the portfolio, ranked #21.

Scissortail Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 14 quarters since. The position peaked at $10M in Q3 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Scissortail Wealth Management held 20,797 shares of Microsoft worth $7.76M as of Q2 2026.
  • Scissortail Wealth Management bought 305 Microsoft shares in Q2 2026, an estimated $123K.
  • Microsoft made up 1.49% of Scissortail Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Scissortail Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 14 quarters since.
  • Scissortail Wealth Management's Microsoft position peaked at $10M in Q3 2025.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.