Sound Income Strategies’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.6M | Buy |
36,558
+1,811
| +5% | +$733K | 0.61% | 60 |
|
|
2026
Q1 | $12.8M | Buy |
34,747
+2,923
| +9% | +$1.22M | 0.62% | 57 |
|
|
2025
Q4 | $14.6M | Buy |
31,824
+9,322
| +41% | +$4.67M | 0.69% | 50 |
|
|
2025
Q3 | $11.8M | Buy |
22,502
+489
| +2% | +$249K | 0.64% | 60 |
|
|
2025
Q2 | $10.9M | Buy |
22,013
+1,992
| +10% | +$865K | 0.63% | 55 |
|
|
2025
Q1 | $7.52M | Buy |
20,021
+1,725
| +9% | +$703K | 0.44% | 63 |
|
|
2024
Q4 | $7.71M | Buy |
18,296
+1,381
| +8% | +$588K | 0.48% | 64 |
|
|
2024
Q3 | $7.28M | Buy |
16,915
+1,085
| +7% | +$464K | 0.47% | 60 |
|
|
2024
Q2 | $7.08M | Buy |
15,830
+1,759
| +13% | +$743K | 0.44% | 62 |
|
|
2024
Q1 | $5.92M | Buy |
14,071
+2,190
| +18% | +$887K | 0.44% | 59 |
|
|
2023
Q4 | $4.47M | Buy |
11,881
+1,104
| +10% | +$393K | 0.37% | 64 |
|
|
2023
Q3 | $3.4M | Buy |
10,777
+299
| +3% | +$98.8K | 0.29% | 74 |
|
|
2023
Q2 | $3.57M | Buy |
10,478
+507
| +5% | +$159K | 0.37% | 68 |
|
|
2023
Q1 | $2.87M | Sell |
9,971
-287
| -3% | -$73.2K | 0.31% | 73 |
|
|
2022
Q4 | $2.46M | Buy |
10,258
+2,084
| +25% | +$500K | 0.31% | 69 |
|
|
2022
Q3 | $1.9M | Buy |
8,174
+801
| +11% | +$212K | 0.28% | 68 |
|
|
2022
Q2 | $1.89M | Buy |
7,373
+845
| +13% | +$229K | 0.25% | 70 |
|
|
2022
Q1 | $2.01M | Sell |
6,528
-69
| -1% | -$20.8K | 0.23% | 70 |
|
|
2021
Q4 | $2.22M | Buy |
6,597
+278
| +4% | +$90.1K | 0.26% | 70 |
|
|
2021
Q3 | $1.78M | Buy |
6,319
+1,426
| +29% | +$415K | 0.23% | 74 |
|
|
2021
Q2 | $1.32M | Sell |
4,893
-1,511
| -24% | -$384K | 0.19% | 76 |
|
|
2021
Q1 | $1.51M | Buy |
6,404
+968
| +18% | +$225K | 0.26% | 68 |
|
|
2020
Q4 | $1.21M | Sell |
5,436
-157
| -3% | -$33.8K | 0.27% | 51 |
|
|
2020
Q3 | $1.18M | Buy |
5,593
+295
| +6% | +$62K | 0.32% | 40 |
|
|
2020
Q2 | $1.08M | Buy |
5,298
+381
| +8% | +$69.2K | 0.32% | 36 |
|
|
2020
Q1 | $776K | Buy |
4,917
+1,341
| +38% | +$221K | 0.27% | 35 |
|
|
2019
Q4 | $564K | Buy |
3,576
+265
| +8% | +$38.9K | 0.15% | 39 |
|
|
2019
Q3 | $460K | Buy |
3,311
+651
| +24% | +$89.5K | 0.14% | 42 |
|
|
2019
Q2 | $356K | Buy |
2,660
+395
| +17% | +$50.1K | 0.12% | 47 |
|
|
2019
Q1 | $267K | Sell |
2,265
-163
| -7% | -$17.8K | 0.12% | 51 |
|
|
2018
Q4 | $247K | Sell |
2,428
-63
| -3% | -$6.75K | 0.13% | 50 |
|
|
2018
Q3 | $285K | Buy |
2,491
+664
| +36% | +$72K | 0.14% | 50 |
|
|
2018
Q2 | $180K | Buy |
1,827
+254
| +16% | +$24.6K | 0.1% | 55 |
|
|
2018
Q1 | $144K | Buy |
1,573
+66
| +4% | +$6.04K | 0.09% | 60 |
|
|
2017
Q4 | $135K | Buy |
+1,507
| New | +$124K | 0.09% | 54 |
|
Other funds holding MSFT
Sound Income Strategies's MSFT Position: Q2 2026 in Review
Sound Income Strategies increased its Microsoft (MSFT) stake by 5.2% in Q2 2026, buying an estimated $733K and bringing the position to 36,558 shares worth $13.6M. The position accounts for 0.61% of the portfolio, ranked #60.
Sound Income Strategies first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $14.6M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Sound Income Strategies held 36,558 shares of Microsoft worth $13.6M as of Q2 2026.
- Sound Income Strategies bought 1,811 Microsoft shares in Q2 2026, an estimated $733K.
- Microsoft made up 0.61% of Sound Income Strategies's portfolio in Q2 2026, its #60 holding.
- Sound Income Strategies first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's Microsoft position peaked at $14.6M in Q4 2025.
- 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.