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Seven Springs Wealth Group’s Microsoft MSFT Stock Holding History

Seven Springs Wealth Group’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 		$1.21M Buy
3,239
+65
+2% +$26.3K 0.26% 35
2026
Q1 		$1.17M Sell
3,174
-57
-2% -$23.9K 0.27% 33
2025
Q4 		$1.56M Buy
3,231
+7
+0.2% +$3.51K 0.45% 26
2025
Q3 		$1.67M Hold
3,224
– – 0.4% 26
2025
Q2 		$1.6M Sell
3,224
-123
-4% -$53.4K 0.4% 26
2025
Q1 		$1.26M Buy
3,347
+606
+22% +$247K 0.45% 30
2024
Q4 		$1.16M Buy
2,741
+311
+13% +$132K 0.43% 31
2024
Q3 		$1.05M Hold
2,430
– – 0.38% 31
2024
Q2 		$1.09M Sell
2,430
-4
-0.2% -$1.69K 0.42% 30
2024
Q1 		$1.02M Buy
2,434
+4
+0.2% +$1.62K 0.39% 30
2023
Q4 		$914K Buy
2,430
+484
+25% +$172K 0.41% 28
2023
Q3 		$614K Buy
1,946
+37
+2% +$12.2K 0.29% 36
2023
Q2 		$650K Hold
1,909
– – 0.31% 34
2023
Q1 		$550K Hold
1,909
– – 0.27% 38
2022
Q4 		$458K Buy
1,909
+775
+68% +$186K 0.22% 40
2022
Q3 		$264K Sell
1,134
-5,711
-83% -$1.51M 0.14% 50
2022
Q2 		$1.76M Hold
6,845
– – 0.88% 17
2022
Q1 		$2.11M Hold
6,845
– – 1% 17
2021
Q4 		$2.3M Buy
6,845
+5,418
+380% +$1.76M 1.05% 17
2021
Q3 		$402K Hold
1,427
– – 0.2% 45
2021
Q2 		$387K Buy
1,427
+1,122
+368% +$285K 0.17% 50
2021
Q1 		$72K Sell
305
-29
-9% -$6.73K 0.03% 74
2020
Q4 		$74K Buy
334
+29
+10% +$6.24K 0.04% 70
2020
Q3 		$64K Sell
305
-105
-26% -$22.1K 0.04% 71
2020
Q2 		$83K Sell
410
-2,950
-88% -$535K 0.05% 66
2020
Q1 		$530K Buy
3,360
+2,950
+720% +$485K 0.37% 24
2019
Q4 		$65K Buy
+410
New +$60.2K 0.04% 88

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

Seven Springs Wealth Group's MSFT Position: Q2 2026 in Review

Seven Springs Wealth Group increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $26.3K and bringing the position to 3,239 shares worth $1.21M. The position accounts for 0.26% of the portfolio, ranked #35.

Seven Springs Wealth Group first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.3M in Q4 2021. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Seven Springs Wealth Group held 3,239 shares of Microsoft worth $1.21M as of Q2 2026.
  • Seven Springs Wealth Group bought 65 Microsoft shares in Q2 2026, an estimated $26.3K.
  • Microsoft made up 0.26% of Seven Springs Wealth Group's portfolio in Q2 2026, its #35 holding.
  • Seven Springs Wealth Group first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Seven Springs Wealth Group's Microsoft position peaked at $2.3M in Q4 2021.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.