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Semus Wealth Partners’s Microsoft MSFT Stock Holding History

Semus Wealth Partners’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 		$6.22M Sell
16,666
-258
-2% -$104K 3% 6
2026
Q1 		$6.26M Buy
16,924
+4,242
+33% +$1.78M 3.5% 4
2025
Q4 		$6.13M Buy
12,682
+275
+2% +$138K 3.3% 4
2025
Q3 		$6.43M Sell
12,407
-138
-1% -$70.4K 3.64% 3
2025
Q2 		$6.24M Buy
12,545
+153
+1% +$66.4K 4.05% 3
2025
Q1 		$4.65M Buy
12,392
+317
+3% +$129K 3.24% 4
2024
Q4 		$5.09M Buy
12,075
+895
+8% +$381K 3.37% 5
2024
Q3 		$4.81M Buy
11,180
+468
+4% +$200K 3.37% 4
2024
Q2 		$4.79M Buy
10,712
+100
+0.9% +$42.2K 3.7% 3
2024
Q1 		$4.46M Sell
10,612
-377
-3% -$153K 3.76% 4
2023
Q4 		$4.13M Buy
10,989
+121
+1% +$43.1K 3.39% 3
2023
Q3 		$3.43M Buy
10,868
+1,264
+13% +$418K 3.2% 5
2023
Q2 		$3.27M Buy
9,604
+335
+4% +$105K 3% 6
2023
Q1 		$2.67M Sell
9,269
-319
-3% -$81.4K 2.87% 6
2022
Q4 		$2.3M Buy
+9,588
New +$2.3M 2.79% 5

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

Semus Wealth Partners's MSFT Position: Q2 2026 in Review

Semus Wealth Partners reduced its Microsoft (MSFT) stake by 1.5% in Q2 2026, selling an estimated $104K and leaving 16,666 shares worth $6.22M. The position accounts for 3% of the portfolio, ranked #6.

Semus Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.43M in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Semus Wealth Partners held 16,666 shares of Microsoft worth $6.22M as of Q2 2026.
  • Semus Wealth Partners sold 258 Microsoft shares in Q2 2026, an estimated $104K.
  • Microsoft made up 3% of Semus Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Semus Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's Microsoft position peaked at $6.43M in Q3 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.