Sonoma Allocations’s Microsoft MSFT Stock Holding History

Sonoma Allocations’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	$1.56M	Sell	4,040 -195	-5%	-$78.9K	0.48%	33
2026 Q1	$1.57M	Sell	4,235 -468	-10%	-$196K	0.54%	38
2025 Q4	$2M	Sell	4,703 -500	-10%	-$251K	0.66%	29
2025 Q3	$2.66M	Buy	+5,203	New	+$2.65M	0.97%	18

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

Sonoma Allocations's MSFT Position: Q2 2026 in Review

Sonoma Allocations reduced its Microsoft (MSFT) stake by 4.6% in Q2 2026, selling an estimated $78.9K and leaving 4,040 shares worth $1.56M. The position accounts for 0.48% of the portfolio, ranked #33.

Sonoma Allocations first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.66M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sonoma Allocations held 4,040 shares of Microsoft worth $1.56M as of Q2 2026.
Sonoma Allocations sold 195 Microsoft shares in Q2 2026, an estimated $78.9K.
Microsoft made up 0.48% of Sonoma Allocations's portfolio in Q2 2026, its #33 holding.
Sonoma Allocations first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
Sonoma Allocations's Microsoft position peaked at $2.66M in Q3 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.