Seed Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.05M Sell
2,827
-610
-18% -$247K 0.67% 33
2026
Q1
$1.27M Hold
3,437
0.88% 23
2025
Q4
$1.66M Sell
3,437
-802
-19% -$402K 1.15% 19
2025
Q3
$2.2M Sell
4,239
-2,164
-34% -$1.1M 1.52% 15
2025
Q2
$3.18M Buy
6,403
+261
+4% +$113K 2.37% 8
2025
Q1
$2.31M Sell
6,142
-20
-0.3% -$8.15K 1.88% 10
2024
Q4
$2.6M Hold
6,162
2.1% 10
2024
Q3
$2.65M Hold
6,162
2.12% 11
2024
Q2
$2.75M Buy
6,162
+80
+1% +$33.8K 2.4% 9
2024
Q1
$2.58M Sell
6,082
-80
-1% -$32.4K 2.47% 8
2023
Q4
$2.29M Hold
6,162
2.31% 11
2023
Q3
$1.95M Hold
6,162
2.19% 11
2023
Q2
$2.1M Hold
6,162
2.23% 11
2023
Q1
$1.78M Hold
6,162
2.01% 10
2022
Q4
$1.48M Buy
+6,162
New +$1.48M 1.69% 15

Other funds holding MSFT

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

Seed Wealth Management reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $247K and leaving 2,827 shares worth $1.05M. The position accounts for 0.67% of the portfolio, ranked #33.

Seed Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.18M in Q2 2025. 2,892 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Seed Wealth Management held 2,827 shares of Microsoft worth $1.05M as of Q2 2026.
  • Seed Wealth Management sold 610 Microsoft shares in Q2 2026, an estimated $247K.
  • Microsoft made up 0.67% of Seed Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Seed Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Seed Wealth Management's Microsoft position peaked at $3.18M in Q2 2025.
  • 2,892 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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