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Sensible Money’s Microsoft MSFT Stock Holding History

Sensible Money’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 		$902K Sell
2,419
-133
-5% -$53.8K 0.24% 29
2026
Q1 		$945K Sell
2,552
-6
-0.2% -$2.51K 0.29% 24
2025
Q4 		$1.24M Sell
2,558
-51
-2% -$25.6K 0.4% 21
2025
Q3 		$1.35M Sell
2,609
-92
-3% -$46.9K 0.46% 18
2025
Q2 		$1.34M Hold
2,701
– – 0.51% 16
2025
Q1 		$1.01M Buy
2,701
+186
+7% +$75.8K 0.43% 21
2024
Q4 		$1.06M Sell
2,515
-10
-0.4% -$4.26K 0.46% 20
2024
Q3 		$1.09M Buy
2,525
+11
+0.4% +$4.7K 0.47% 21
2024
Q2 		$1.12M Sell
2,514
-40
-2% -$16.9K 0.55% 19
2024
Q1 		$1.07M Buy
2,554
+117
+5% +$47.4K 0.58% 17
2023
Q4 		$916K Sell
2,437
-70
-3% -$24.9K 0.55% 21
2023
Q3 		$792K Buy
2,507
+62
+3% +$20.5K 0.56% 21
2023
Q2 		$833K Sell
2,445
-125
-5% -$39.2K 0.61% 20
2023
Q1 		$741K Buy
2,570
+82
+3% +$20.9K 0.64% 23
2022
Q4 		$597K Buy
+2,488
New +$597K 0.64% 28

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

Sensible Money's MSFT Position: Q2 2026 in Review

Sensible Money reduced its Microsoft (MSFT) stake by 5.2% in Q2 2026, selling an estimated $53.8K and leaving 2,419 shares worth $902K. The position accounts for 0.24% of the portfolio, ranked #29.

Sensible Money first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.35M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sensible Money held 2,419 shares of Microsoft worth $902K as of Q2 2026.
  • Sensible Money sold 133 Microsoft shares in Q2 2026, an estimated $53.8K.
  • Microsoft made up 0.24% of Sensible Money's portfolio in Q2 2026, its #29 holding.
  • Sensible Money first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Sensible Money's Microsoft position peaked at $1.35M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.