Sheets Smith Wealth Management’s Microsoft MSFT Stock Holding History

Sheets Smith 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	$5.6M	Buy	15,023 +62	+0.4%	+$25.1K	0.56%	46
2026 Q1	$5.54M	Sell	14,961 -955	-6%	-$400K	0.62%	40
2025 Q4	$7.7M	Buy	15,916 +447	+3%	+$224K	0.84%	25
2025 Q3	$8.01M	Sell	15,469 -1,594	-9%	-$813K	0.91%	23
2025 Q2	$8.49M	Buy	17,063 +1,516	+10%	+$658K	0.99%	20
2025 Q1	$5.84M	Sell	15,547 -4,137	-21%	-$1.69M	0.73%	34
2024 Q4	$8.3M	Sell	19,684 -53	-0.3%	-$22.6K	1.01%	25
2024 Q3	$8.49M	Sell	19,737 -1,254	-6%	-$536K	1.04%	25
2024 Q2	$9.38M	Sell	20,991 -3,998	-16%	-$1.69M	1.12%	18
2024 Q1	$10.5M	Sell	24,989 -27,521	-52%	-$11.1M	1.18%	19
2023 Q4	$9.17M	Buy	52,510 +27,051	+106%	+$9.63M	1.3%	18
2023 Q3	$8.04M	Sell	25,459 -842	-3%	-$278K	1.22%	18
2023 Q2	$8.96M	Buy	26,301 +3,811	+17%	+$1.19M	1.31%	15
2023 Q1	$6.48M	Sell	22,490 -157	-0.7%	-$40K	0.99%	25
2022 Q4	$5.43M	Sell	22,647 -600	-3%	-$144K	0.85%	33
2022 Q3	$5.41M	Buy	23,247 +1,937	+9%	+$511K	0.9%	29
2022 Q2	$5.47M	Sell	21,310 -5,864	-22%	-$1.59M	0.9%	29
2022 Q1	$8.38M	Sell	27,174 -386	-1%	-$116K	1.15%	21
2021 Q4	$9.27M	Buy	27,560 +438	+2%	+$142K	1.15%	20
2021 Q3	$7.65M	Sell	27,122 -1,286	-5%	-$374K	1.04%	24
2021 Q2	$7.7M	Sell	28,408 -271	-0.9%	-$68.9K	1.04%	24
2021 Q1	$6.76M	Buy	28,679 +146	+0.5%	+$33.9K	0.99%	26
2020 Q4	$6.35M	Sell	28,533 -2,348	-8%	-$505K	0.96%	26
2020 Q3	$6.5M	Buy	30,881 +7,582	+33%	+$1.59M	1.13%	22
2020 Q2	$4.74M	Sell	23,299 -23,660	-50%	-$4.29M	0.95%	29
2020 Q1	$7.41M	Sell	46,959 -7,553	-14%	-$1.24M	1.55%	14
2019 Q4	$8.56M	Sell	54,512 -7,052	-11%	-$1.04M	1.64%	9
2019 Q3	$8.56M	Buy	61,564 +303	+0.5%	+$41.7K	1.76%	8
2019 Q2	$8.21M	Sell	61,261 -1,001	-2%	-$127K	1.68%	8
2019 Q1	$7.34M	Sell	62,262 -793	-1%	-$86.5K	1.59%	9
2018 Q4	$6.41M	Sell	63,055 -4,691	-7%	-$502K	1.73%	6
2018 Q3	$7.75M	Buy	67,746 +16,470	+32%	+$1.79M	1.6%	8
2018 Q2	$5.06M	Sell	51,276 -875	-2%	-$84.8K	1.18%	18
2018 Q1	$4.76M	Sell	52,151 -432	-0.8%	-$39.5K	1.14%	18
2017 Q4	$4.5M	Buy	52,583 +306	+0.6%	+$25.1K	1.06%	20
2017 Q3	$3.89M	Sell	52,277 -487	-0.9%	-$35.6K	0.98%	19
2017 Q2	$3.64M	Sell	52,764 -676	-1%	-$46.4K	0.96%	21
2017 Q1	$3.52M	Sell	53,440 -283	-0.5%	-$18.1K	0.93%	22
2016 Q4	$3.34M	Buy	53,723 +18,498	+53%	+$1.11M	0.94%	24
2016 Q3	$2.03M	Sell	35,225 -328	-0.9%	-$18.5K	0.57%	52
2016 Q2	$1.82M	Sell	35,553 -573	-2%	-$29.8K	0.53%	58
2016 Q1	$2M	Sell	36,126 -1,293	-3%	-$67.8K	0.61%	50
2015 Q4	$2.08M	Buy	37,419 +1,274	+4%	+$67K	0.63%	45
2015 Q3	$1.6M	Sell	36,145 -1,470	-4%	-$66K	0.54%	55
2015 Q2	$1.66M	Sell	37,615 -71	-0.2%	-$3.24K	0.45%	68
2015 Q1	$1.53M	Sell	37,686 -858	-2%	-$37.4K	0.42%	70
2014 Q4	$1.79M	Sell	38,544 -1,079	-3%	-$50.6K	0.47%	61
2014 Q3	$1.84M	Sell	39,623 -348	-0.9%	-$15.5K	0.5%	57
2014 Q2	$1.67M	Buy	39,971 +123	+0.3%	+$4.98K	0.45%	59
2014 Q1	$1.63M	Buy	39,848 +133	+0.3%	+$4.99K	0.46%	59
2013 Q4	$1.49M	Sell	39,715 -1,449	-4%	-$52.6K	0.41%	59
2013 Q3	$1.37M	Buy	41,164 +1,488	+4%	+$49K	0.45%	60
2013 Q2	$1.37M	Buy	+39,676	New	+$1.3M	0.47%	61

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM