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Spahn Wealth & Retirement’s Microsoft MSFT Stock Holding History

Spahn Wealth & Retirement’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 		$509K Sell
1,364
-9,553
-88% -$3.87M 0.33% 28
2026
Q1 		$4.04M Hold
10,917
– – 5.14% 10
2025
Q4 		$5.28M Buy
10,917
+141
+1% +$70.7K 3.28% 12
2025
Q3 		$5.58M Sell
10,776
-224
-2% -$114K 3.31% 14
2025
Q2 		$5.47M Sell
11,000
-75
-0.7% -$32.6K 3.52% 10
2025
Q1 		$4.16M Sell
11,075
-42
-0.4% -$17.1K 3.05% 13
2024
Q4 		$4.69M Buy
+11,117
New +$4.74M 3.07% 14

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

Spahn Wealth & Retirement's MSFT Position: Q2 2026 in Review

Spahn Wealth & Retirement reduced its Microsoft (MSFT) stake by 88% in Q2 2026, selling an estimated $3.87M and leaving 1,364 shares worth $509K. The position accounts for 0.33% of the portfolio, ranked #28.

Spahn Wealth & Retirement first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.58M in Q3 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Spahn Wealth & Retirement held 1,364 shares of Microsoft worth $509K as of Q2 2026.
  • Spahn Wealth & Retirement sold 9,553 Microsoft shares in Q2 2026, an estimated $3.87M.
  • Microsoft made up 0.33% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #28 holding.
  • Spahn Wealth & Retirement first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Spahn Wealth & Retirement's Microsoft position peaked at $5.58M in Q3 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.