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Sound Stewardship’s Microsoft MSFT Stock Holding History

Sound Stewardship’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 		$904K Buy
2,424
+445
+22% +$180K 0.37% 35
2026
Q1 		$732K Hold
1,979
– – 0.34% 38
2025
Q4 		$957K Sell
1,979
-381
-16% -$191K 0.46% 30
2025
Q3 		$1.22M Sell
2,360
-33
-1% -$16.8K 0.59% 28
2025
Q2 		$1.19M Hold
2,393
– – 0.61% 26
2025
Q1 		$898K Sell
2,393
-182
-7% -$74.2K 0.51% 32
2024
Q4 		$1.09M Buy
2,575
+390
+18% +$166K 0.64% 30
2024
Q3 		$940K Sell
2,185
-75
-3% -$32.1K 0.53% 31
2024
Q2 		$1.01M Sell
2,260
-97
-4% -$41K 0.61% 31
2024
Q1 		$992K Hold
2,357
– – 0.6% 31
2023
Q4 		$886K Hold
2,357
– – 0.59% 34
2023
Q3 		$744K Sell
2,357
-69
-3% -$22.8K 0.5% 36
2023
Q2 		$826K Sell
2,426
-100
-4% -$31.3K 0.54% 35
2023
Q1 		$728K Sell
2,526
-107
-4% -$27.3K 0.49% 36
2022
Q4 		$631K Buy
+2,633
New +$632K 0.47% 40

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sound Stewardship's MSFT Position: Q2 2026 in Review

Sound Stewardship increased its Microsoft (MSFT) stake by 22% in Q2 2026, buying an estimated $180K and bringing the position to 2,424 shares worth $904K. The position accounts for 0.37% of the portfolio, ranked #35.

Sound Stewardship first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sound Stewardship held 2,424 shares of Microsoft worth $904K as of Q2 2026.
  • Sound Stewardship bought 445 Microsoft shares in Q2 2026, an estimated $180K.
  • Microsoft made up 0.37% of Sound Stewardship's portfolio in Q2 2026, its #35 holding.
  • Sound Stewardship first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Sound Stewardship's Microsoft position peaked at $1.22M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.