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Shelton Wealth Management’s Microsoft MSFT Stock Holding History

Shelton 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 		$2M Buy
5,363
+76
+1% +$30.8K 0.78% 35
2026
Q1 		$1.96M Buy
5,287
+605
+13% +$253K 0.86% 29
2025
Q4 		$2.26M Buy
4,682
+283
+6% +$142K 0.97% 28
2025
Q3 		$2.28M Sell
4,399
-1,282
-23% -$654K 1.03% 23
2025
Q2 		$2.83M Buy
5,681
+2,421
+74% +$1.05M 1.36% 16
2025
Q1 		$1.22M Buy
3,260
+42
+1% +$17.1K 0.67% 37
2024
Q4 		$1.36M Buy
3,218
+17
+0.5% +$7.24K 0.7% 37
2024
Q3 		$1.38M Buy
3,201
+68
+2% +$29.1K 0.75% 35
2024
Q2 		$1.4M Sell
3,133
-219
-7% -$92.5K 0.79% 31
2024
Q1 		$1.41M Buy
3,352
+19
+0.6% +$7.69K 0.89% 29
2023
Q4 		$1.25M Sell
3,333
-106
-3% -$37.7K 0.89% 31
2023
Q3 		$1.09M Sell
3,439
-42
-1% -$13.9K 0.87% 22
2023
Q2 		$1.19M Sell
3,481
-225
-6% -$70.5K 0.92% 22
2023
Q1 		$1.07M Buy
3,706
+452
+14% +$115K 0.87% 22
2022
Q4 		$780K Sell
3,254
-49
-1% -$11.8K 0.62% 27
2022
Q3 		$769K Buy
3,303
+3
+0.1% +$792 0.68% 26
2022
Q2 		$848K Buy
3,300
+12
+0.4% +$3.26K 0.72% 25
2022
Q1 		$1.01M Buy
3,288
+454
+16% +$137K 0.8% 22
2021
Q4 		$953K Buy
+2,834
New +$919K 0.75% 20

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Shelton Wealth Management increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $30.8K and bringing the position to 5,363 shares worth $2M. The position accounts for 0.78% of the portfolio, ranked #35.

Shelton Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.83M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Shelton Wealth Management held 5,363 shares of Microsoft worth $2M as of Q2 2026.
  • Shelton Wealth Management bought 76 Microsoft shares in Q2 2026, an estimated $30.8K.
  • Microsoft made up 0.78% of Shelton Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Shelton Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's Microsoft position peaked at $2.83M in Q2 2025.
  • 1,211 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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