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SFG Wealth Management’s Microsoft MSFT Stock Holding History

SFG 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 		$1.23M Sell
3,307
-71
-2% -$28.7K 0.44% 37
2026
Q1 		$1.25M Sell
3,378
-844
-20% -$353K 0.51% 34
2025
Q4 		$2.04M Sell
4,222
-40
-0.9% -$20K 0.8% 26
2025
Q3 		$2.21M Sell
4,262
-547
-11% -$279K 0.96% 18
2025
Q2 		$2.39M Buy
4,809
+151
+3% +$65.6K 1.45% 13
2025
Q1 		$1.75M Sell
4,658
-2,437
-34% -$994K 0.85% 24
2024
Q4 		$2.99M Buy
7,095
+48
+0.7% +$20.4K 1.57% 13
2024
Q3 		$3.03M Sell
7,047
-98
-1% -$41.9K 1.61% 13
2024
Q2 		$3.19M Sell
7,145
-80
-1% -$33.8K 1.82% 11
2024
Q1 		$3.04M Buy
7,225
+20
+0.3% +$8.1K 1.8% 12
2023
Q4 		$2.71M Buy
7,205
+1
+0% +$356 1.8% 11
2023
Q3 		$2.27M Sell
7,204
-9
-0.1% -$2.97K 1.81% 10
2023
Q2 		$2.46M Buy
7,213
+3,348
+87% +$1.05M 2.06% 9
2023
Q1 		$1.11M Buy
3,865
+46
+1% +$11.7K 1.23% 16
2022
Q4 		$916K Sell
3,819
-403
-10% -$96.7K 1.13% 19
2022
Q3 		$983K Sell
4,222
-73
-2% -$19.3K 1.33% 24
2022
Q2 		$1.1M Buy
4,295
+12
+0.3% +$3.26K 1.29% 25
2022
Q1 		$1.32M Sell
4,283
-279
-6% -$83.9K 1.24% 26
2021
Q4 		$1.53M Buy
+4,562
New +$1.48M 1.36% 24

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

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

SFG Wealth Management reduced its Microsoft (MSFT) stake by 2.1% in Q2 2026, selling an estimated $28.7K and leaving 3,307 shares worth $1.23M. The position accounts for 0.44% of the portfolio, ranked #37.

SFG Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.19M in Q2 2024. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • SFG Wealth Management held 3,307 shares of Microsoft worth $1.23M as of Q2 2026.
  • SFG Wealth Management sold 71 Microsoft shares in Q2 2026, an estimated $28.7K.
  • Microsoft made up 0.44% of SFG Wealth Management's portfolio in Q2 2026, its #37 holding.
  • SFG Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • SFG Wealth Management's Microsoft position peaked at $3.19M in Q2 2024.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.