SK Wealth Management’s Microsoft MSFT Stock Holding History

SK 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	$2.33M	Sell	4,614 -122	-3%	-$49.4K	0.53%	24
2026 Q1	$1.77M	Sell	4,736 -81	-2%	-$33.9K	0.49%	27
2025 Q4	$2.09M	Sell	4,817 -42	-0.9%	-$21K	0.58%	25
2025 Q3	$2.54M	Sell	4,859 -9	-0.2%	-$4.59K	0.95%	23
2025 Q2	$2.45M	Buy	4,868 +140	+3%	+$60.8K	1.06%	20
2025 Q1	$1.7M	Buy	4,728 +27	+0.6%	+$11K	0.91%	20
2024 Q4	$1.98M	Hold	4,701	–	–	1.01%	18
2024 Q3	$2.02M	Buy	+4,701	New	+$2.01M	1.04%	17

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SK Wealth Management reduced its Microsoft (MSFT) stake by 2.6% in Q2 2026, selling an estimated $49.4K and leaving 4,614 shares worth $2.33M. The position accounts for 0.53% of the portfolio, ranked #24.

SK Wealth Management first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.54M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

SK Wealth Management held 4,614 shares of Microsoft worth $2.33M as of Q2 2026.
SK Wealth Management sold 122 Microsoft shares in Q2 2026, an estimated $49.4K.
Microsoft made up 0.53% of SK Wealth Management's portfolio in Q2 2026, its #24 holding.
SK Wealth Management first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's Microsoft position peaked at $2.54M in Q3 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.